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.
Work History:
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
Personal Interests:
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.
615.244.1148
