ALAN R. HARTLEY, CFA
Alan Hartley is the owner, Chief Executive Officer, and Chief Investment Officer of Black Cypress Capital Management. He has been in the investment field since 2004.
Alan also serves on the University of North Florida Foundation board and is currently the Chair of the Foundation’s Investment Committee, helping to oversee the $146 million endowment.
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 advisers.
Alan launched Black Cypress in the midst of the 2008 and 2009 recession, with an account of $400,000. The firm now manages over $177 million.
Alan has 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 has written for Morningstar, SumZero, Barrons.com, Seeking Alpha, and other syndicated publications.
He lives with his wife, son, and two daughters in Ponte Vedra Beach, FL.