Matilda Valverde  

Operations Specialist

Matilda Valverde

Matilda joined Frost Bank, the parent company of Frost Investment Advisors, LLC, in 1998. 

Matilda’s primarily responsibilities include managing the process, policies, and procedures for the Adviser.  She verifies the fixed income trades with brokers, researches any discrepancies prior to settlement, and maintains the fixed income broker information and documents. 

Prior to joining the Adviser, she was a Trust Securities Specialist and held various positions in the Trust department; allowing her to expand her knowledge and expertise within the financial services sector and investment industry.