Jonathan Waite, CFA庐
Jonathan Waite joined Frost Investment Advisors, LLC in February 2017 as a Senior Research Analyst. Jonathan brings over 19 years of investment experience.
As a Senior Research Analyst, he is responsible for conducting due diligence and analysis selection of companies for the Frost Equity Funds.
Prior to joining the Adviser, Jonathan was a Senior Equity Analyst at Hirzel Capital Management, LLC, a $1.3 billion investment fund based in Dallas. Prior to Hirzel, Jonathan co-founded McKay Capital Management, LLC, which managed a long-short equity fund for individual investors and institutions. Previously, Jonathan was an analyst at KeyBanc Capital Markets and two time winner of the Wall Street Journal’s Best on the Street in stock picking.
Jonathan earned a Bachelor of Science degree in Accounting and graduated with Magna Cum Laude honors from Brigham Young University. He is a holder of the right to use the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute. He also is a CPA from the state of California (inactive status).
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