Kaylee joined Frost Investment Advisors, LLC in August 2023.
As a Compliance Analyst I with the adviser, Kaylee works in tandem with other compliance personnel to verify the adviser’s compliance with internal policies and procedures, specifically the Investment Advisers Act of 1940 requirements as they apply to registered mutual funds and separately managed accounts. In addition, she also assists with the effort to conduct the due diligence and analysis of all marketing collateral produced by the adviser.
Kaylee earned a Bachelor of Business Administration in management from Tarleton State University in 2022.