Cedar Hill Wealth Management

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Advisors To Cedar Hill

 

Alan Cole

Alan Cole, CFA, CIC

Past President

Alan is the former President and Chief Investment Officer of Cedar Hill. While Alan is no longer a direct member of the Cedar Hill team, he provides ongoing investment management services for Cedar Hill’s Core Equity and Equity Income strategies.

Alan’s industry experience includes profitability, competitive and acquisition analysis at U.S. Bancorp and Ford Motor Credit Company.

Alan received his Bachelor’s degree in Mathematics from Vanderbilt University and his MBA in Finance and Accounting from Indiana University. He is a CFA® charterholder, Chartered Investment Counselor and member of the CFA Society of Chicago.


John Kearney

John Kearney, CFA

Senior Research Analyst

John is a former analyst for Cedar Hill. He performs in-depth analytical work on publicly held securities, including strategic and tactical opportunities. Though John is no longer part of the Cedar Hill team, he provides research for Cedar Hill’s Core Equity and Equity Income strategies.

John’s industry experience includes having served as a senior equity analyst for Morningstar, Inc. He also worked as an associate at Banc One Capital Markets and as an investment analyst for State Farm Insurance Companies. John holds a Bachelor’s degree in Finance from the University of Illinois at Urbana-Champaign. He is a CFA® charterholder and a member of the CFA Society of Chicago.


Designations
The Chartered Financial Analyst (CFA®) designation is an international professional certification offered by the CFA Institute (formerly AIMR) to financial analysts who complete a series of three examinations. To become a CFA® charterholder candidates must pass each of three six-hour exams, possess a bachelor’s degree from an accredited institution (or have equivalent education or work experience) and have 48 months of qualified, professional work experience. CFA® charterholders are also obligated to adhere to a strict Code of Ethics and Standards governing their professional conduct.

Chartered Investment Counselor (CIC) is a professional designation for CFAs who work as investment advisers. In order to qualify as a CIC, one must first become a Chartered Financial Analyst, have at least five years of work experience as an investment adviser or a similar field, and work at a member firm of the Investment Adviser Association.