MANAGING DIRECTOR

CHIEF INVESTMENT OFFICER

Industry Experience: 16 years

• Serves on the L&W Board of Directors and the firm’s Executive Committee to the Board, L&W Investment Committee, and Operations Committee
• Graduate, Texas State University – B.B.A., Finance
• Leads the investment team and oversees Trading & Operations departments
• Member, Chartered Financial Analyst Institute
• Former Member, Vanguard Registered Investment Advisor Client Council
• Board President and Treasurer, St. Catherine’s Montessori
• Former front desk volunteer, Ronald McDonald House, Houston chapter
• Volunteer host and fishing guide for the Sargent Tournament of Heroes
• Native Houstonian and spends the majority of his free time enjoying the gulf coast with his wife and three children