Rocky Byrd, CIMA®

Rocky Byrd, CFA®, CIMA® is a Senior Portfolio Analyst on the Portfolio Management team bringing high quality service to the firm’s clients and their goals. Since arriving in 2019, Rocky has been responsible for investment research, development, and execution. He continues to provide a detailed focus and data-driven mindset to the firm’s Investment Policy Committee.

Rocky previously worked with Stifel Nicolaus as a Portfolio Analyst defining and improving operational processes, researching investment alternatives, and supporting asset allocation management for high net worth individuals and institutions. Rocky also gained valuable experience working at a start-up consulting firm as a Financial and Data Analyst. Here he assessed business models, built and queried databases for automated reports, and programed statistical models to analyze performance. This background in financial forecasting, reporting, and statistical analysis has shaped a mindset rooted in strategy, logic, and critical thinking.