Alan Hartley, CFA is Chief Investment Officer for Black Cypress. He has been in the investment field since 2004.
Alan’s career started with a research associate position at Ergates Capital, a long/short hedge fund. Alan next joined Morningstar as a generalist equity analyst where he covered thirteen different industries and was promoted to the IPO team. Alan then managed $50 million in assets on the behalf of six different investment advisors.
Alan launched Black Cypress in the midst of the 2008 and 2009 recession, with an account of $400,000. The firm now manages over $62 million.
Alan is also an Investment Committee Board Member for the University of North Florida (UNF) Foundation Endowment.
Alan writes articles for Morningstar, Seeking Alpha, and other syndicated publications. He graduated from UNF summa cum laude and received a B.B.A. in Finance. He has also earned the right to display the CFA designation. Alan lives with his wife Golden and their puppy Bearnie in downtown Charleston, SC. He enjoys surfing, golfing, and hiking.