Claude K. Koontz, CFA
Principal, Portfolio Manager
Claude is based in San Antonio and manages the firm’s Texas clients. He is a member of the firm’s investment management team. In addition, he leads the San Antonio office’s business development efforts. Claude began his tenure with M Capital Advisors and its predecessors in 2005.
M Capital Advisors: Principal, Portfolio Manager
Chilton Capital Management: Portfolio Manager
JP Morgan Private Bank: Vice President, Portfolio Manager
Hibernia National Bank: Portfolio Manager, Analyst
Frost National Bank: Commercial Lending Officer
Education and/or Professional Designations:
M.B.A., Finance and Accounting, Tulane University
B.A., Economics, University of Texas
Chartered Financial Analyst
Member of the CFA Institute and of the San Antonio Society of Financial Analysts
Claude serves on the Board of Directors of the Texas & Southwestern Cattle Raisers Association and of St. Peter-St. Joseph Children’s Home. Claude is a former Board member of St. Luke’s Episcopal School, Christian Assistance Ministry, and the San Antonio Zoo, as well as a former Vestry member of St. Luke’s Episcopal Church. Claude is Past President of the Board of Governors of St. Peter-St. Joseph Children’s Home in San Antonio and former member of the University of Texas Economics Advisory Council.