Stefan F. Gräter, PhD, CFA, CFP

Dr. Stefan F. Gräter is a Managing Director and the  U.S. Value Equity and International Value Equity Portfolio Manager at Avalon Advisors. Prior to joining Avalon, Stefan was Partner and Equity Portfolio Manager at Matterhorn Capital Management since its inception. At Matterhorn Capital Management he was active in building an institutional asset management firm offering equity investment strategies with downside protection and risk adjusted returns and a client-centered culture committed to integrity and responsible stewardship. Stefan served as the portfolio manager for all the firm’s value strategies and was the value co-manager for all blended strategies. Stefan started his professional career with BKS Group in Pretoria as a civil engineer. In that capacity, he performed project management, feasibility studies, designs and research. Stefan is a Chartered Financial Analyst and a member of the CFA Institute and CFA Society San Antonio. In addition, Stefan serves on the Board of Trustees for the Southwest School of Art and the KLRN Endowment Fund.

 

Education

• Ph.D. Civil Engineering, University of Texas (1996)

• M.S. Transportation Engineering, University of Texas (1994)

•  B. Eng Civil Engineering, University of Pretoria, South Africa (1989)

 

Stefan F. Gräter, PhD, CFA, CFP

Managing Director

Portfolio Manager –  U.S. Value Equity & International Value Equity

Back

2929 Allen Parkway, Suite 3000, Houston, TX 77019 | 713.238.2050

755 E Mulberry Avenue, Suite 105, San Antonio, TX 78212 | 210.694.4329

©2016 Avalon Advisors, LLC | All Rights Reserved