Hartley Alan 5.19.17

Alan Hartley

Occupation:

Owner and Chief Investment Officer for Black Cypress Capital. Alan launched Black Cypress in the midst of the 2008 and 2009 recession, with an account of $400,000. The firm now manages $120 million. Alan is also the current Investment Committee Chair of the University of North Florida Foundation helping oversea the University’s $107 million endowment.

 

Alan has been in the investment field since 2004. His 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 on the behalf of six different investment advisors. 

Education:

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.

 

Activities:

Alan has been published in Morningstar, Barron’s , SumZero, Seeking Alpha, and other syndicated publications. In additional to his UNF board involvement, Alan also regularly serves as UNF’s industry mentor for the annual CFA Research Challenge. 

 

Personal:

Alan lives with his wife, son, and daughter in Ponte Vedra Beach, FL. He enjoys reading, hiking, exercising, traveling, and cooking.