Designation: Portfolio Manager
Department: Fixed Income
Description:
  • 14 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)
  • 14 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)
  • Professional Background: Vaughan Nelson (since 2021); Senior Vice President of Investments/Portfolio Manager, Houston Trust Company (2014-2021); Portfolio Manager-Fixed Income, Patriot Wealth Management (2013-2014); Bond Trader/Research Associate, Linscomb & Williams (2010-2013)