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 and Journal of Investing
- MBA, University of Chicago
- MS, Computer Science, DePaul University
Managing Director – (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)
Managing Director, Fundamental Analysis & Portfolio Management (14 Years Experience)
- Morningstar – Equity Analyst
- Bank of America – Securities Analyst
- MBA, Cox School of Business, Southern Methodist University
- BA, Business Administration and History, Austin College
- Chartered Financial Analyst (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)
