Strategic Diversification to Reduce Downside Risk

General Investing >> Money Manager Interviews >> May 14, 2015

Jeanie Wyatt, CFA, CEO and Chief Investment Officer, founded South Texas Money Management, Ltd. in December 2000. Ms. Wyatt was named one of the "Top 100 Independent Advisors" in Barron's, and was named to WealthManagement.com’s Top 10 Women-Owned RIAs list. Forbes.com named her Top 100 Wealth Managers, and Financial Times named her “Top 100 Women Advisors” and the firm “Top 300 RIAs.” Prior to founding South Texas Money Management, Ltd., Ms. Wyatt was Executive Vice President and head of Frost Investment Services — Cullen/Frost Bankers, Inc. Her total trust-banking career spanned 27 years with three bank holding companies around the state starting in 1976 at Corpus Christi National Bank and then American Bank in Austin, Texas. A Chartered Financial Analyst, she holds an honors degree in actuarial science from the University of Texas at Austin and an MBA from the University of Texas at San Antonio. Ms. Wyatt is past chairman of the CFA Institute's Public Awareness Committee and served on the Board of Governors of the CFA Institute. Ms. Wyatt has been a special guest on “Wall Street Week” with Louis Rukeyser and was also a regular guest on WallStreetWeek.com. She has been interviewed by financial media including The New York Times, The Wall Street Journal, Financial Advisor, CNN, Fox Business News, The Associated Press and TheStreet.com. Profile

TWST: Can I ask you to provide an overview of your firm, including its philosophy, and your role in it?

Ms. Wyatt: I am Jeanie Wyatt, CFA, and I am the CEO and Chief Investment

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Strategic Diversification to Reduce Downside Risk

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