Bringing you an unbiased lens on finance and investing through illuminating, short conversations with the most interesting and accomplished people. CFA Society North Carolina www.cfanorthcarolina.org Connect with host: https://linkedin.com/in/pedrobernalcfa
Episodes
Friday Nov 12, 2021
Friday Nov 12, 2021
Alan McKnight is Executive Vice President and Chief Investment Officer for Regions Asset Management. We talk with Alan about his investment philosophy and what issues worry him, ways to improve as an investment professional, and how to build a winning culture!
Alan is responsible for overall investment strategy, portfolio and risk management, and portfolio construction for approximately $50 billion in assets under management. He is also responsible for the development and execution of investment policies, strategy, and tactics, and is chairman of the Investment Working Group. Alan is the chief spokesperson with media groups on portfolio strategy, asset allocation and overall markets for the Bank. Prior to joining Regions in 2015, he held senior leadership roles with SunTrust, Equitable Asset Management and Morgan Stanley. Alan has a bachelor’s degree in economics from Washington and Lee University and a master’s degree in business administration from the University of Texas at Austin. He holds the Chartered Financial Analyst designation and is a CFA Institute member. Alan serves on several Board of Directors for prestigious organizations.
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