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Scott Alaniz, CFA

Joe Chumbler, CFA

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Scott Alaniz, CFA - scott@bostonmmm.com

Experience:

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Stephens, Inc., Little Rock; Analyst; regional investment bank

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Commerce Street Capital, Dallas, TX; Managing Director; Private equity firm and #1-rated investment bank for Texas banks

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Sandler O’Neill & Partners, New York; Managing Director; #1-rated national investment bank for financial institutions

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Awarded the Chartered Financial Analyst designation in 1994

Life Lessons on Responsibility

My philosophy on taking care of family members is like the pre-flight instructions before takeoff. “Should the cabin lose pressure, an oxygen mask will drop from the overhead area. Please secure your mask before assisting others.”

Your situation may be like mine. With us, a cancer report from my father-in-law (and then my mom) triggered our move back to NWA from Atlanta. It was an easy decision. On the job front, the money was good, but 80-hour weeks, redeye flights and days of back-to-back meetings had begun to takes its toll. We thought I would work another 5 years in the “corporate world”. But plans change.

My wife and I are both fortunate to have had great parents. And, we positioned ourselves financially so we could be helpful. Now, we’ve reached a stage where it is our turn to be supportive, not financially, but in other ways – fixing things, rearranging furniture, trips to the doctor and so forth.

So, when I advise my clients, I go to great lengths to cover the “what-if’s,” the possible outcomes, and implement strategies so they are positioned to assist their loved ones.

 

 

 

 


 

 

 

 

 

 

 

 

 

Hometown: Greenland, AR

Family History: Dad was a factory worker at Standard Register for 42 years; Mom worked at my elementary school, then at Hiland Dairy

Where I’ve Lived: Atlanta, Dallas, New York & Vilonia, AR (OK, I commuted to Little Rock)

Family: Wife of 25 years, Dianna, is a nutritional expert; 3 Daughters: Kara is a JBU grad, married and has a heart for children; Erin (14) is our “creative” child, into drama and arts; Sophie (8) is our fun-loving athlete.

You’ll Find Me Outdoors: Fly Fishing & Snow Skiing

In my Library: An extensive collection of outdoor adventure and survival stories; I’m fascinated with how sailors, mountaineers and outdoorsmen get themselves into and (hopefully) out of perilous situations. Since I assess risk for clients daily, these narratives offer valuable insight into decision-making, consequences, and wits.

Best Investment Advice I Have Ever Received: “Don’t invest when the pressure is on you; invest when the pressure is on the Company.”


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