Bob joined Frost Bank, the parent company of Frost Investment Advisors, LLC, in 2011 and has over 26 years of investment experience.
As a Senior Research Analyst, Bob supports the equity team with security analysis and portfolio construction for a variety of standardized equity strategies.
Prior to joining the Adviser, he worked for Citigroup Capital Markets and Waddell & Reed where he served as a portfolio manager.
He earned a Bachelor of Business Administration Degree in Finance from Texas Tech University and a Master of Business Administration Degree in Accounting from St. Mary's University in San Antonio, Texas.
Bob is a Certified Public Accountant (CPA). Bob is a member of the San Antonio Society of Financial Analyst, the Market Technicians Association, and the CFA Institute. He is a holder of the right to use the Charted Financial Analyst (CFA®) designation.
CFA® and Chartered Financial Analyst (CFA®) are trademarks owned by the CFA Institute.