ALAN R. HARTLEY, CFA – Owner, Chief Investment Officer
Alan launched Black Cypress in the midst of the 2008 and 2009 recession, with an account of $400,000. The firm now manages over $115 million.
Alan has been in the investment field since 2004. In addition to his CIO duties with Black Cypress, Alan serves on the University of North Florida Foundation board and is currently the Chair of the University’s Foundation Investment Committee, helping to oversee the $110 million endowment.
Alan earned the right to display the Chartered Financial Analyst (CFA) designation. The CFA credential is the most respected and recognized investment management designation in the world. Alan graduated from UNF summa cum laude and received a B.B.A. in Finance.
Alan’s career started with a research associate position at Ergates Capital, a long/short hedge fund. Alan next joined Morningstar as a generalist/IPO equity analyst where he covered thirteen different industries. Alan then managed $50 million in assets on the behalf of six different investment advisors.
Alan has written for Morningstar, SumZero, Barrons.com, Seeking Alpha, and other syndicated publications.
He lives with his wife, son, and daughter in Ponte Vedra Beach, FL. Alan enjoys playing with this family, being outdoors, reading, working out, serving in his church, traveling, hiking, and cooking.