Chelsea joined Frost Investment Advisors, LLC in January 2022, and has 3 years of experience in the financial services sector. Chelsea’s primary responsibilities include performing complex duties related to the analysis of risk, valuations, and performance attribution of select investment strategies managed by the Adviser. Responsibilities include preparing, managing, and maintaining the data integrity of the Frost strategies reported to third party consultant databases, ensuring investment reported data adheres to Adviser and regulatory requirements, as well as the management of RFPs.
Prior to joining the Adviser, Chelsea worked as an Investment Sales Data Analyst for Alliance Bernstein Investor Services.
Chelsea earned a Master of Business Administration degree and a Bachelor of Business Administration degree from the University of the Incarnate Word.