Leadership Team

CEO and CIO

  • 30 years investment management, research and accounting experience
  • M.B.A., Harvard Business School (1998); B.B.A. Accounting, Baylor University (1991)

President

  • 25 years financial services experience
  • M.B.A., University of Denver (1997); B.A. Japanese/Asian Studies, University of Colorado (1991)

Equities

Senior Portfolio Manager - U.S.

  • 25 years investment management and research experience
  • M.B.A. Harvard Business School (1998); B.S. Economics, United States Military Academy (1993)

Senior Portfolio Manager - U.S.

  • 26 years investment management and research experience
  • M.B.A. Tulane University - A.B. Freeman School of Business (1997); B.S. Natural Resources, The University of the South (1994)

Senior Portfolio Manager - International

  • 16 years investment management and research experience
  • M.B.A. The University of Chicago Booth School of Business (2014); B.S.B.A. Washington University Olin School of Business (2006)

Vice President - U.S.

  • 12 years investment management and research experience
  • B.S. Business Management, Brigham Young University (2010)

Senior Portfolio Manager - International

  • 21 years investment management and research experience
  • M.B.A. The University of Chicago, Graduate School of Business (2005); L.L.M. Northwestern University School of Law (2006)

Vice President - U.S.

  • 17 years investment management and research experience
  • B.S. Electrical & Computer Engineering Honors, The University of Texas (2005)

Equity Analyst

  • 8 years investment management and research experience
  • B.B.A. Finance, Southern Methodist University (2014), B.S. Political Science (2014)

Senior Portfolio Manager - U.S.

  • 22 years investment management and research experience
  • Ph.D. Mathematics (1998), M.A. Mathematics (1996), Duke University; B.A. Mathematics, Rice University (1994)

Portfolio Manager - Global, U.S.

  • 20 years investment management and research experience
  • Masters in Accounting, B.B.A. with Honors in Accounting, The Ohio State University (2002)

Portfolio Manager - U.S.

  • 17 years investment management and research experience
  • B.A. cum laude, Economics and Managerial Studies, Rice University (2005)

Equity Analyst

  • 8 years investment management and research experience
  • B.B.A. cum laude, Finance, Economics and Baylor Business Fellows, Baylor University (2014)

Equity Analyst

  • 1 year investment management and research experience
  • M.S.A. Brigham Young University, Marriott School of Business (2021)

Vice President - International

  • 12 years investment management and research experience
  • M.B.A. Finance and Entrepreneurship, The University of Chicago Booth School of Business (2014); Ph.D. Physics (2007), M.S. Physics (2005), B.S. Physics and Mathematics (2001), University of Alabama at Birmingham

Fixed Income

Senior Portfolio Manager

  • 39 years investment management and research experience
  • B.A. Marketing, Louisiana State University (1978); Golf, PGA Business School, (1980)

Director and Senior Portfolio Manager

  • 22 years investment management and analytical experience
  • M.B.A. Finance, Rice University (2005); B.A. Spanish, University of Texas (1997)

Portfolio Manager

  • 29 years investment and financial experience
  • M.B.A. University of Saint Thomas (1996); B.A. University of Houston-University Park, French, Spanish, Minor Italian (1989)

Portfolio Manager

  • 12 years investment management and research experience
  • M.S.F. Tulane University-A.B. Freeman School of Business (2010); B.A. Business Marketing cum laude, Texas State University, (2007)

Trading

Managing Director

  • 24 years investment and trading experience

Senior Vice President

  • 29 years investment and trading experience
  • M.B.A., Finance, University of St. Thomas (2008); B.B.A., Strategic Management, Texas A&M University (1993)

Risk | Compliance

Chief Risk Officer

  • 20 years investment management and financial analysis experience
  • Ph.D. Statistics, Rice University (2001) M.A. Statistics, Rice University (1999); M.S, Statistics, West Virginia University (1996); B.S. Applied Mathematics/Statistics, Carnegie Mellon University (1992)

Chief Compliance Officer

  • 26 years investment compliance and financial services experience
  • B.S. Political Science and Spanish, Santa Clara University, (1993)

Marketing | Finance | Operations

Managing Director - Operations

  • 22 years operational and technical experience
  • B.B.A., Management Information Systems, Texas A&M University (2000)

Managing Director - Business Development

  • 29 years investment and trust experience
  • M.B.A., St. Edward's University (1991); B.A., St. Edward's University (1990)

Managing Director - Finance

  • 36 years investments and financial services experience
  • B.B.A. Accounting, University of Houston-Victoria (1993)

Director - International Operations

  • 16 years investment management experience
  • B.A., Art History, Saint Mary's College (2005)