Portfolio Managers

Brian R. Bruce

CEO & Chief Investment Officer  (36 Years Experience)

  • Putnam/PanAgora Asset Management – Chief Investment Officer
  • InterCoast Investment Group – President and Chief Investment Officer
  • State Street Global Advisors – Vice President
  • Professor, Cox School of Business, Southern Methodist University
  • Editor-in-Chief, Journal of Behavioral Finance & Journal of Investing
  • MBA, University of Chicago
  • MS, Computer Science, DePaul University

Douglas E. Stark, CFA

Managing Director, Portfolio Management & Research  (26 Years Experience)

  • Martingale Asset Management – Director of Research
  • InterCoast Capital – Senior Vice President and Portfolio Manager
  • State Street Global Advisors – Vice President International Stocks and Currency Management
  • MBA, Columbia University
  • BS in Business, Arizona State University
  • Chartered Financial Analyst (CFA)

Brandon L. Troegle, CFA

Managing Director, Fundamental Analysis & Portfolio Management  (14 Years Experience)

  • Morningstar – Equity Analyst
  • Bank of America – Securities Analyst
  • Luther King Capital Management – Investment Research
  • MBA, Cox School of Business, Southern Methodist University
  • BA, Business Administration and History, Austin College
  • Chartered Financial Analyst (CFA)

Richard Wilk, CFA

Director, Portfolio Manager  (36 Years Experience)

  • BNP Paribas Investment Partners – Senior Portfolio Manager, Global Equities
  • PanAgora Asset Management – Director, Active Equities
  • The Boston Company – Vice President, Structured Investment Products
  • MA, Economics, University of Rochester
  • BS-Economics and Applied Mathematics, State University of New York, Stony Brook
  • Chartered Financial Analyst (CFA)

Wesley Wright, CFA

Portfolio Manager  (9 Years Experience)

  • Dreman Value Management – Portfolio Manager & Equity Analyst
  • Central Intelligence Agency – Project Manager
  • MBA, Cox School of Business, Southern Methodist University
  • BS, Civil Engineering, Texas A&M University
  • Chartered Financial Analyst (CFA)
  • New York Society of Security Analysts (NYSSA)



Paul Stark

Research Associate

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Trip Hoover

Trading & Research Associate (1 years experience)

  • BBA, Finance, Texas Christian University