"We believe that active management focused on fundamental research and bottom-up security selection applied by properly motivated teams of skilled and experienced people will add value over time."


Our People

Dennis G. Alff, CFA

Dennis G. Alff, CFA

Portfolio Manager - Equity Investments

Margaret M. Buescher, CFA, CIC

Margaret M. Buescher, CFA, CIC

Portfolio Manager, Equity Investments; Vice President and Director, Vaughan Nelson Trust Company

Stephen A. Davis, CFA

Stephen A. Davis, CFA

Research Associate - Equity Investments

Belinda Denn

Belinda Denn

Manager of Operations

James R. Eisenman, CPA

James R. Eisenman, CPA

Research Associate - Equity Investments

Charles M. Ellis

Charles M. Ellis

Portfolio Manager - Fixed Income Investments

Richard B. Faig, CPA

Richard B. Faig, CPA

Director, Finance and Administration / Chief Compliance Officer

Mark E. Farrell

Mark E. Farrell

Director, Institutional Marketing; Director, Private Client Services; Senior Vice President and Director, Vaughan Nelson Trust Company

Blanca L. Garza-Bianco

Blanca L. Garza-Bianco

Trader and Portfolio Manager, Fixed Income Investments

Michael J. Hanna

Michael J. Hanna

Research Associate - Equity Investments

Steven M. Henriksen

Steven M. Henriksen

Senior Portfolio Manager and Director, Fixed Income Investments

Casey Herren

Casey Herren

Business Development

George C. Holewyne

George C. Holewyne

Manager, Institutional Marketing

Susan H. Kern

Susan H. Kern

Vice President, Vaughan Nelson Trust Company

Lee A. Lahourcade, CFA, CIC

Lee A. Lahourcade, CFA, CIC

President and CEO; Chairman, Vaughan Nelson Trust Company

J.D. Michael

J.D. Michael

Equity Trader

Allyson E. Pearcy

Allyson E. Pearcy

Head Equity Trader

Nathan E. Sloan

Nathan E. Sloan

Director of Operations

Jeffrey R. Sokol, CFA

Jeffrey R. Sokol, CFA

Research Associate - Equity Investments

Jay Wagner

Jay Wagner

Chief Information Officer

Chris D. Wallis, CFA, CPA

Chris D. Wallis, CFA, CPA

Senior Portfolio Manager, Equity Investments

Scott J. Weber, CFA

Scott J. Weber, CFA

Portfolio Manager, Equity Investments

William C. Wojciechowski, Ph.D.

William C. Wojciechowski, Ph.D.

Risk Officer - Equity Investments