Hartley Alan 5.19.17

Alan Hartley

Occupation:

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.

 

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:

Writes articles for Morningstar, Seeking Alpha, and other syndicated publications.

 

Personal:

Alan lives with his wife Golden and their dog Bearnie in downtown Charleston, SC.