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.
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.
Director of Operations
Tammy has been in the financial services industry since 1995 and has served as the operations director at Cypress Wealth Advisors since 2004. She gained the majority of her experience as a financial advisor and trader while working for the investment divisions of large corporations including TD Ameritrade, Citigroup, and Frost Bank. During this time, she obtained the Series 7, 24, 63, and 65 securities licenses as well as the Group I & IV Insurance license. She managed over $100 million in assets for clients of Citicorp Investment Services in the 'CitiGold' division.
During her time with Citigroup, Tammy also served as a National Brokerage Trainer and conducted investment training programs across the country. During this same time, she was 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.
Tammy graduated Cum Laude from the University of Incarnate Word in San Antonio, Texas. She received her BBA in 1995 and was inducted into the Alpha Chi National Honor Society.
In addition to her official title, Monica is unofficially our “Vice-President of First Impressions”, a key role at Cypress Wealth Advisors. Monica has 20 years of customer service experience. Prior to joining Cypress she served as secretary for the Junior League of San Antonio's Bright Shawl and the Majestic Club, two of San Antonio's most prestigious city clubs.
Monica coordinates the office’s busy calendar which includes over 200 client appointments and events annually. Additionally, she handles logistics and operations for several client-oriented functions throughout the year as well as manages vendor relationships.