David joined Frost Investment Advisors, LLC in August 2021, and has four years of experience in the financial services sector.
David’s primary responsibilities include performing complex duties related to the analysis of risk, valuations and performance attribution of select investment strategies managed by the adviser. Responsibilities include preparing, managing and maintaining the data integrity of the Frost strategies reported to third-party consultant databases, ensuring investment reported data adheres to adviser and regulatory requirements, as well as the management of RFPs.
Previously, as a compliance analyst I with the adviser, David worked in tandem with other compliance personnel to verify compliance with internal policies and procedures, specifically the Investment Advisers Act of 1940 requirements as they apply to registered funds and separately managed accounts. In addition, he also assisted with the effort to conduct the due diligence and analysis of all marketing collateral produced by the adviser. Prior to joining the adviser, David worked in regulatory compliance as an associate analyst for Ernst & Young, performing consulting work in the anti-money laundering field.
David earned a Bachelor of Business Administration in accounting from Tarleton State University in 2020.