Texas-Based Independent
Investment Advisor

Founded in 2001, we offer investment management and financial advice for individuals, families and institutions. Our headquarters are in Houston with an office in San Antonio.

Our Team

Lorraine Becker

Director of Administration

Sarah Bracewell

Managing Director
Investment Strategy

Dina Bridy

Director
Investment Operations

Armethia Carr

Associate
Investment Operations

Christopher D. Carter, CFA

Managing Director
Portfolio Manager – Fixed Income

Austin Curley

Associate
Investment Management

Jason Danziger, CFP

Director
Wealth Advisor

Jeff Dieter

Associate
Portfolio Administrator

Phan Phan Duong

Senior Associate
Fund Administration

Joanna J. Fetter, CFA

Senior Associate
Relationship Manager

Ryan W. Fletcher

Director
Relationship Manager

Suzanne Ford

Chief of Staff

Scott Gilley

Director of Finance & Administration

Ravid Gold, CFA

Senior Associate
Trading

Sara Gonzales

Associate
Client Advisory Associate

Stefan F. Gräter, PhD, CFA, CFP

Managing Director
Portfolio Manager – U.S. Value Equity

Chris Halaska

Chief Investment Officer

Robert K. Hatcher

Executive Chairman

Wyatt L. Hogan

Managing Director
General Counsel

Christina Ibrahim, JD

Chief Operating Officer

Pamela J. Janysek

Director
Relationship Manager

David J. Jesulaitis, JD

Partner
Client Advisor

Kimberly A. Jones

Associate
Client Advisory Associate

Kathy J. Kuria

Director
Chief Compliance Officer

Juan A. Landa

Managing Director
Client Advisor

Willie T. Langston

Executive Vice Chairman
Founder

Henry J. Lartigue, CFA

Managing Partner
Portfolio Manager - U.S. Core Equity

Jonathan H. Lewis

Managing Director
Portfolio Manager - International Value Equity

Kevin J. Lilly

Founding Partner

Jessica F. Lim

Senior Associate
Manager – International Investment Operations

Dave Lumb

Senior Network Engineer

John T. Lytle

Senior Associate
Relationship Manager

W. Miles Marks

Managing Director
Client Development
Client Advisor

Erin L. Marzouki

Associate
Executive Assistant

Dianne M. Maurice

Senior Associate
Finance

N. Rob McClane

Managing Director
Client Advisor

Blake McWherter

Managing Director
Portfolio Manager - Taxable Fixed Income

Jessica A. Meadows

Associate
Executive Assistant

José M. Medina

Managing Director
Head of Middle Office

Joy Neely

Director of Marketing

Jody N. Nguyen

Senior Associate
Reporting

Gianna E. Nunn

Associate
Client Advisory Analyst

Graydon Oliver

Managing Director
Client Advisor

Stacey Ostrom

Director of Fund Administration

Devika Oza Guenther

Associate
Client Advisory Associate

Lauren Paine

Associate
Client Advisor

Elizabeth Pappas, CPA

Senior Associate
Client Advisory Analyst

Jeffrey S. Phelps, CFA

Partner
Head of Equity Management
Portfolio Manager – Equity Income

Shereata Pontius

Senior Associate
Portfolio Administrator

Tom Roupe

Chief Executive Officer

Franklin Ruben

Managing Director
Portfolio Manager – High Income Municipal Bond

Thomas E. Smith

Associate
Client Advisory Analyst

Ingrid Tang

Senior Associate
Investment Management

Caroline Thompson

Associate
Client Advisory Analyst

Will Thomson

Senior Associate
Investment Management

David S. Warhoftig

Managing Director
Trading

Olivia R. Wethington

Senior Associate
Investment Operations

Kayla Wieding

Director
Investment Strategy

Brett A. Williams, JD, CPA

Partner
Client Advisor

Tarius D. Williams

Director
Reporting

Hollis Wood

Associate
Office Coordinator

T. Madison Woodward

Managing Director
Portfolio Manager – SMID Cap Equities

Tammy Woytek

Executive Assistant

Jennifer Yang

Associate
Client Advisory Associate

Katie L. Young

Senior Associate
Executive Assistant

Alex Zito

Senior Associate
Relationship Manager

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