Bob joined Frost Bank, the parent company of Frost Investment Advisors, LLC, in 2011 and has over 26 years of investment experience.
Bob’s primary responsibilities include marketing and developing institutional investment management relationships for the Adviser and providing client-focused service to the firm’s diverse institutional investors throughout the U.S.
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.