CEO & Chief Investment Officer (41 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 – Portfolio Management & Research (31 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, Portfolio Management & Fundamental Analysis (18 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)
Portfolio Manager (6 Years Experience)
- BBA, Finance, Texas Christian University
- Chartered Financial Analyst (CFA)
