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Our Representatives
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Senior Vice President - Dallas
Certifications/Degrees/Awards
Registered Investment Advisor
M.B.A., University of Dallas
B.S., Colorado State University
Mr. Long’s background includes extensive Texas public entity investment management. He is experienced in the Public Funds Investment Act, investment policies and strategies, cash flow-based investment portfolios, eligible investment options, appropriate asset allocations, investment transaction settlement and safekeeping procedures, bank service agreements and arbitrage rebate regulation.
Mr. Long is also the founder of Valley View Consulting, L.L.C. (S.E.C.-registered investment advisor firm). As part of his continuing management of his firm, he assists the University of North Texas Center for Public Management in providing PFIA-related training.
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