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Alan Ives

Alan Ives

Portfolio Manager at King Luther Capital Management Corp.

TX , United States

About

Alan A. Ives, CFA, is a Portfolio Manager at Luther King Capital Management Corp (LKCM) in Texas, where he manages investment portfolios and provides financial advisory services to private clients. He has been with LKCM since 2015, drawing on over 18 years of professional experience in finance and investment management.

Before joining LKCM, Alan held senior roles at Texas Capital Bank as Senior Vice President and Client Advisor, and earlier served as a Valuation Analyst at HBK Capital Management and as a Staff Accountant at Ernst & Young. He specializes in portfolio management across diverse asset classes, with an emphasis on equities and private clients, although his precise sector focuses within LKCM are not publicly specified in available sources.

Alan holds both a BBA and MSA in Finance and Accounting from the SMU Cox School of Business and is a CFA charterholder. His expertise bridges corporate valuation, portfolio construction, and client relationship management, reflecting a robust track record of advising high-net-worth individuals and institutions on investment strategy.

Career History

OrganizationRoleDate RangeDetails
Luther King Capital ManagementPortfolio ManagerMay 2022 to Present
Luther King Capital ManagementPrivate Client AdvisorJul 2015 to May 2022
Texas Capital BankSenior Vice President, Client AdvisorJun 2010 to Jul 2015
HBK Capital ManagementValuation AnalystMay 2007 to May 2010
Ernst & YoungStaff AccountantJan 2005 to Jan 2007

Education

SMU Cox School of Business

2000 2005

Southern Methodist University

BBA and MSA, Finance and Accounting

2000 2005

Skills & Expertise

Alternative Investments
Banking
Corporate Finance
Valuation
Portfolio Management
Financial Modeling
Capital Markets
Investments
Finance
Tactical Asset Allocation
Equities
SAN
Acquisitions
Asset Management
Financial Analysis
Private Equity
Due Diligence
Young Professionals
Services
Hedge Funds
Investment Management

Others at King Luther Capital Management Corp. (31)

NameRoleLocation
Arthur Yeager
Arthur Yeager
AnalystFort Worth, TX , United States
Brittny Allred
Brittny Allred
Vice President, Portfolio Manager and AnalystDallas, TX , United States
Chip Nance
Chip Nance
Senior Portfolio ManagerSan Antonio, TX , United States
David Lehmann
David Lehmann
Principal, Analyst, Portfolio ManagerFort Worth, TX , United States
D
David May
Vice PresidentAustin, TX , United States
Elisabeth Schrimpshere
Elisabeth Schrimpshere
Performance AnalystEuless, TX , United States
Fred Labatt
Fred Labatt
Portfolio ManagerSan Antonio, TX , United States
G
Gary Walsh
Principal and Portfolio ManagerFort Worth, TX , United States
Jenna Brickhouse
Jenna Brickhouse
Special Project AnalystFort Worth, TX , United States
Jeremy Blackman
Jeremy Blackman
Portfolio ManagerAustin, TX , United States
Showing 1-10 of 31 team members

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