Steven Parker, CFA
Managing Director & Chief Investment Officer
Steve is responsible for the general management of the firm as well all investment decisions for clients. In addition to leading the firm's macro-economic research, his efforts are focused on risk control, portfolio strategy and construction, individual security and fund selection.
He has an extensive background in security analysis, portfolio management and risk management. Prior to starting CWA, he was Chief Investment Officer for a national registered investment advisor with over $800 million in assets under management. Additionally, he was a portfolio manager and analyst for two long-short equity private investment partnerships, where he managed portfolios for high net worth individuals, family offices and institutions.
He earned the CFA designation in 2006 and is bound by the CFA Institute's Code of Ethics and Professional Standards. He is a member of the CFA Institute and CFA Society of San Antonio.
He has both an MBA (Finance) and BA (Economics) from the University of Texas at Austin where he studied in the Plan II Honors Program.
Director of Operations
Tammy began her career in financial services in 1995 and has served as our Director of Operations since 2004. She gained much of her previous experience as a Trader and Financial Advisor while working for TD Ameritrade, Frost Bank, and Citigroup. Early on, her extensive experience in stock and options trading led to her recruitment as a Financial Advisor with the prestigious 'CitiGold' division of Citicorp Investment Services, where she managed over $100 million in assets. While at Citigroup, Tammy was promoted to the position of National Brokerage Trainer and led training programs across the country. In her spare time, she taught as an Adjunct Professor of Investments for San Antonio College and served several years on the San Antonio College Board of Banking and Financial Services between 1999 and 2010.
Throughout her career, Tammy has obtained several securities licenses and gained experience with all asset classes. Her experience as a bond wholesaler is where she gained the most knowledge about the inner workings of the market. This was a large part of what drove her decision to work for a fee-only advisor and to change her career focus to operations management.
Tammy is a cum laude graduate from the University of the Incarnate Word. She received her BBA in 1995 and was inducted into the Alpha Chi National Honor Society.
Roddy Harlow, CPA
Roddy has been working in the accounting/tax arena since 1984 and has been a Certified Public Accountant since 1986. He has worked with Cypress Wealth Advisors since 2002. He began his career with a large CPA firm in San Antonio, moved to Valero Energy and was subsequently appointed Head of the Tax Department at Luby's Restaurant Group until they moved headquarters to Houston in the early 2000's.
Roddy advises clients and businesses on tax strategies and planning.
He received his BBA in Accounting from Texas A&M University in College Station, Texas.