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Advisor Information for FICEX

Fund Inception04/25/2008
Name of IssuerFrost Funds
Fund Advisor(s)Frost Investment Advisors, LLC
Sub-Advisor(s)--

Fund Managers for FICEX

John Lutz
Portfolio Manager since 04/25/2008
John Lutz, CFA® Senior Fund Manager and Senior Research Analyst John joined Frost Bank, the parent company of Frost Investment Advisors, LLC, in 1995 as a research analyst and has over 20 years of investment experience. As the lead manager of the Frost Growth Equity team, he is directly responsible for stock selection and sector allocation.
Jonathan Waite
Portfolio Manager since 05/16/2022
Jonathan joined Frost Investment Advisors, LLC, in February 2017 as a Senior Equity Research Analyst. Jonathan brings over 22 years of investment experience. 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. 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).