With a solid foundation in finance from The University of Texas at Austin and an MBA in Business/Managerial Economics from Texas A&M University-Commerce, my role as Senior Consultant at Robert Harrell Incorporated leverages over 50 years of experience in investment management. Specializing in asset allocation and equity/fixed income analysis, I manage investment portfolios for institutional accounts and ultra high net worth individuals. At Frost Investment Advisors, I honed my skills in institutional sales, and now, I structure investment policy statements that meticulously align with my clients' aspirations and risk profiles.