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 $114.8 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 $100 million endowment.
Alan earned the right to display the 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 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 writes articles for Morningstar, Seeking Alpha, and other syndicated publications.
He lives with his wife and son in Charleston, South Carolina. Alan enjoys reading, hiking, playing golf, working out, traveling, and cooking.
JORDAN M. ROBERTS – General Counsel & Chief Compliance Officer
Jordan joined Black Cypress in 2015. A licensed attorney, he works to ensure that Black Cypress complies with the complex regulatory framework established for investment advisers by state and federal authorities. Jordan also provides legal expertise for the firm’s estate planning program for high-net-worth individuals.
Jordan is a graduate of Clemson University and the Charleston School of Law. His legal background is primarily in criminal prosecution, but he also has experience in private practice. In his free time, Jordan likes to travel, read, and play soccer, racquetball, and golf. On any given Saturday in the Fall, he can be found with his wife and daughters watching his Clemson Tigers.