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Frost Growth Equity Fund Class Institutional (FICEX)
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25/04 - Dados em Atraso. Moeda em USD
- Classificação da Morningstar:
- Total de ativos: 194,37M
Frost Growth Equity Inst
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FICEX - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Frost Growth Equity Fund Class Institutional. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de FICEX, entre outras informações.
Informações de Contato
Endereço
100 W. Houston Street, 15th Floor
San Antonio,TX 78205
United States
San Antonio,TX 78205
United States
Telefone
-
Site
www.frostbank.com
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Jonathan Waite | - | 2022 | Agora |
| Biografia | Jonathan joined Frost Investment Advisors, LLC, in February 2017 as a Senior Equity Research Analyst. Jonathan brings over 22 years of investment experience. Prior to joining the Adviser, Jonathan was a Senior Equity Analyst at Hirzel Capital Management, LLC, a $1.3 billion investment fund based in Dallas. Prior to Hirzel, Jonathan co-founded McKay Capital Management, LLC, which managed a long-short equity fund for individual investors and institutions. Previously, Jonathan was an analyst at KeyBanc Capital Markets. Jonathan earned a Bachelor of Science degree in Accounting and graduated with Magna Cum Laude honors from Brigham Young University. He is a holder of the right to use the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute. He also is a CPA from the state of California (inactive status). | ||
| John Lutz | - | 2008 | Agora |
| Biografia | John Lutz, CFA® Senior Fund Manager and Senior Research Analyst John joined Frost Bank, the parent company of Frost Investment Advisors, LLC, in 1995 as a research analyst and has over 20 years of investment experience. As the lead manager of the Frost Growth Equity team, he is directly responsible for stock selection and sector allocation. | ||
| AB Mendez | Research Analyst | 2014 | 2017 |
| Biografia | AB Mendez, CFA, Research Analyst at Frost. Mr. Mendez joined Frost in 2014. Prior to joining Frost, he worked in the capacity of Research Analyst for KCG Holdings from February 2012 to November 2014, Greencrest Capital from February 2011 to February 2012, Twin Red Asset Management from May 2010 to June 2011, and Thomas Weisel Partners from December 2009 to April 2010. He earned a Bachelor of Arts degree in Economics, Political Science from Rice University. Mr. Mendez is a holder of the right to use the Chartered Financial Analyst (CFA)(R) designation and is a member of the CFA Institute. | ||
| Tom L. Stringfellow | CIO | 2008 | 2017 |
| Biografia | Tom L. Stringfellow, CFA, CFP, CPA, CIC, President and CIO at Frost, serves as Fund CoManager of the Frost Mid Cap Equity Fund. Mr. Stringfellow is jointly and primarily responsible for the day-to-day management of the Frost Mid Cap Equity Fund. Mr. Stringfellow joined Frost Bank, the parent company of The Adviser, in 1980. He received a Bachelor of Arts degree in business administration from Southwest Texas State University, a Master of Arts degree in economics from St. Mary’s University and a Master of Business Administration degree from Texas A&M University - Corpus Christi. Mr. Stringfellow is a holder of the right to use the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute. | ||
| Brad Thompson | - | 2008 | 2015 |
| Biografia | Brad Thompson is a senior fund manager, managing director and the director of research for Frost Investment Advisors, LLC. He leads the research process and is a co-manager of the Frost Value Equity Fund. Brad joined Frost Bank, the parent company of the advisor in 2002, and has more than 18 years of investment-related experience, including working for Assante Asset Management in Winnipeg, Canada and Los Angeles, CA; and in finance academia and consulting in Australia and Canada. Brad received the degrees of Master of Commerce with honours (specialization in Finance) from the University of Melbourne, Australia, Bachelor of Commerce with honours (Finance) and Bachelor of Commerce from the University of Tasmania at Hobart, Australia. He holds the Chartered Financial Analyst® designation, is a member of the CFA Institute, has served on the national committee on professional development, and is Past-President of the CFA Society of San Antonio. | ||
| TJ Qatato | Senior Research Analyst & Fund Co-Manager | 2011 | 2014 |
| Biografia | TJ Qatato, CFA, Senior Research Analyst at Frost, serves as Fund Co-Manager of the Frost Growth Equity Fund. Mr. Qatato is jointly and primarily responsible for the day-to-day management of the Frost Growth Equity Fund. Mr. Qatato joined Frost Investment Advisors in 2011. Prior to joining Frost, he worked for Aster Investment Management Inc. and Friess Associates. He earned a bachelor’s degree in business administration and a master’s degree in professional accounting, both from The University of Texas at Austin. Mr. Qatato is a holder of the right to use the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute. | ||
| Stephen Coker | Sector Portfolio Manager | 2008 | 2014 |
| Biografia | Steve serves as a Sector Portfolio Manager with Industrial, Energy and Materials sector responsibilities. Steve’s investment abilities were well known to the firm as he previously worked as an analyst at the firm with Marc Schneidau in the late 1990s. Prior to joining Silvant in 2015, Mr. Coker served as an equity analyst and portfolio manager for the growth equity strategy at Frost Investment Advisors. Previously, he worked as an equity analyst for Principal Financial Group and SunTrust Bank. He is also the holder of the Chartered Financial Analyst® designation and the Chartered Alternative Investment Analyst℠ designation. He earned a Bachelor of Science in Management from Georgia Institute of Technology (1990) and his Masters of Business Administration from Indiana University (1997). Steve has worked in investment management since 1997. | ||
| Alan Tarver | Portfolio Manager | 2008 | 2011 |
| Biografia | Alan Tarver, CFA, Regional Portfolio Manager at Frost. Mr. Tarver joined Frost Bank in 2002. He received a Bachelor of Arts degree in economics from the University of Texas at Austin, a Master of International Management from Thunderbird and a Master of Business Administration in finance from Arizona State University. Mr. Tarver is a holder of the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute. | ||
| Ted Davis | - | 2008 | 2009 |
| Biografia | Davis joined Frost National Bank, the parent company of Frost Investment Advisors, LLC, in 1997. He has over 45 years of investment experience. | ||
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