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. He 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. He 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.
A graduate of UNF summa cum laude, receiving a B.B.A. in Finance. He has also earned the right to display the CFA designation.
Writes articles for Morningstar, Seeking Alpha, and other syndicated publications.
Alan lives with his wife Golden and their dog Bearnie in downtown Charleston, SC.