San Antonio, Texas
As Chairman of Matterhorn Capital Management, LLC, Mr. Flavin provides macroeconomic and technical analysis, and serves as a Senior Relationship Manager. Prior to joining Matterhorn, Mr. Flavin was integral to the growth of Austin Calvert and Flavin, Inc. During his tenure, he was CEO and Chief Investment Officer, growing assets from $500 million to $1.8 billion before the firm was sold to Waddell & Reed in 2000. After the sale, he served as Senior Vice President of the mutual fund and fund manager while remaining Chief Investment Officer of the San Antonio firm. Before that, he was a founding principal of Daniel Breen & Co., a Houston based money management firm, where he served as Chief Investment Strategist and Lead Analyst. The firm grew from start up to $1.1 billion in assets in five years.
Mr. Flavin began his investing career as an equity research analyst for Rotan Mosle, Inc. and then served as an equity research analyst for Merrill Lynch in their New York Research Department. Mr. Flavin was recognized by Greenwich Associates as a top ranked equity analyst and also by Institutional Investor Magazine as an Equity Research All-American Team Member.
He received his M.B.A. from University of Pennsylvania, Wharton, majoring in finance. He earned his undergraduate degree in Chemical Engineering from the University of Texas. He is a Chartered Financial Analyst (CFA), Member of the San Antonio CFA Society, and a Past-President of the Houston CFA Society, formerly The Houston Society of Financial Analysts.
In the civil and charitable arena, Mr. Flavin serves as a member of the Board of Trustees and Chairman of the investment committee of the Catholic Community Foundation of San Antonio. He is on the Board of Trustees of the Wyoming Catholic Ministries Foundation of Cheyenne and also serves on their investment committee. Previous boards Mr. Flavin has served on include the Historical Center Foundation, and Our Lady of the Lake University, both in San Antonio, and Wyoming Catholic College in Lander, Wyoming. He is a member of the San Antonio Chapter of Legatus International and has volunteered many years of service to Habitat for Humanity and the San Antonio Metropolitan Ministries homeless shelter.