Alan McKnight is Executive Vice President and Chief Investment Officer for Regions Asset Management. We talk with Alan about his investment philosophy and what issues worry him, ways to improve as an investment professional, and how to build a winning culture!
Alan McKnight is an Executive Vice President and serves as the Chief Investment Officer for Regions Asset Management. In this role, he is responsible for overall investment strategy, portfolio and risk management, and portfolio construction for approximately $50BN in assets under management. In addition, he is responsible for the development and execution of investment policies, strategy, and tactics, and is chairman of the Investment Working Group. He also serves as the chief spokesperson on portfolio strategy, asset allocation and overall markets for the Bank with groups such as CNBC, Bloomberg, The Wall Street Journal, CNN Money and Thomson Reuters.
Prior to joining Regions in 2015, McKnight was a managing director and Head of Institutional Investments for SunTrust. He also served as the Chief Investment Officer for SunTrust Institutional Investment Advisors, as well as a portfolio manager with Equitable Asset Management and Morgan Stanley.
McKnight has a bachelor’s degree in economics from Washington and Lee University and a master’s degree in business administration from the University of Texas at Austin. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute. He serves on the board of directors of the Central Outreach and Advocacy Center and the Alliance Theatre, as well as the Investment Committee for the Woodruff Arts Center.
Additional Resources:
- Top-Performing Investment Teams: 10 Ingredients to Their Secret Sauce | CFA Institute Enterprising InvestorBy Jim Ware, CFA
- Thinking, Fast and Slow (macmillan.com) by Daniel Kahneman
- Noise by Daniel Kahneman | Hachette Book Group by Daniel Kahneman, Olivier Sibony and Cass R. Sunstein
The commentary expressed during this podcast are statements of the Speaker’s opinion, are intended only for informational purposes, and are not formal or binding opinions of Regions Bank, its parent company Regions Financial Corporation, or its subsidiaries. This content is solely for information and educational purposes, and nothing contained in this presentation constitutes an offer or solicitation to purchase any security, the recommendation of any particular security or strategy or a complete analysis of any security, company or industry or constitutes tax, accounting or legal advice. Information is based on sources believed to be reliable but is not guaranteed as to accuracy. Commentary and opinions provided reflect the judgment of the Speaker as of the date of this podcast and are subject to change without notice.
Certain sections of this podcast may contain forward-looking statements based upon the reasonable expectations, estimates, projections and assumptions of the Speaker, but forward-looking statements are not guarantees of future performance and involve risks and uncertainties, which are difficult to predict. Investment ideas and strategies presented may not be suitable for all investors. No responsibility or liability is assumed for any loss that may directly or indirectly result from use of information, commentary or opinions.
Pedro Bernal, CFA | Anne Rogers
