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

Maisie Anderson

Executive Assistant

Abby Barnett

Associate
Client Advisory Associate

Dina Bridy

Associate Director
Investment Operations

Christopher D. Carter, CFA

Managing Director
Portfolio Manager – Fixed Income

Omar A. Castro

Senior Associate
Investment Operations

Michael L. Chambers

Applications Support Analyst

Jason Danziger, CFP

Director
Wealth Advisor

Phan Phan Duong

Senior Associate
Senior Investment Analyst

Joanna J. Fetter, CFA

Senior Associate
Relationship Manager

Harry M. Flavin, CFA

Managing Director
Client Advisor

Ryan W. Fletcher

Director
Relationship Manager

Suzanne Ford

Chief of Staff

Scott Gilley

Director of Finance & Administration

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

Nicolas F. Hurst

Associate
Investment Management Analyst

Jeffrey M. Jacobe, CFA

Managing Director
Portfolio Manager – Equity

Pamela J. Janysek

Director
Relationship Manager

David J. Jesulaitis, JD

Partner
Client Advisor

Kimberly A. Jones

Associate
Client Advisory Associate

Andrew R. Kirby

Director
Client Development

Kathy J. Kuria

Director
Chief Compliance Officer

Juan A. Landa

Managing Director
Client Advisor

Willie T. Langston

Managing Partner
Chairman, Avalon Advisors, LLC

Henry J. Lartigue, CFA

Managing Partner
Portfolio Manager - U.S. Core Equity

Robert Lartigue

Associate

Jonathan H. Lewis

Director
Portfolio Manager - International Value Equity

Kevin J. Lilly

Managing Partner

Jessica F. Lim

Senior Associate
Manager – International Investment Operations

Dave Lumb

Senior Network Engineer

John T. Lytle

Senior Associate
Relationship Manager

Jean Malo, CFA

Managing Director
Portfolio Manager – International Equities, Global Equities

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

Cathy A. Miller

Associate
U.S. Equity Trader

Jody N. Nguyen

Senior Associate
Reporting

Gianna E. Nunn

Associate
Client Advisory Analyst

Graydon Oliver

Managing Director
Client Advisor

Elizabeth Pappas

Associate
Client Advisory Analyst

Andrew Parsons

Administrative Advisor to the
Executive Committee

Jeffrey S. Phelps, CFA

Partner
Head of Equity Management
Portfolio Manager – Equity Income

Shereata Pontius

Senior Associate
Portfolio Administrator

Melissa M. Posada

Associate
Client Advisory Associate

Jesica Radenheimer

Senior Associate
Portfolio Administrator

Samuel E. Rines

Director
Chief Economist

Tom Roupe

Chief Executive Officer

Franklin Ruben

Managing Director
Portfolio Manager – High Income Municipal Bond

Joe C. Savery

Associate
Client Advisor

Thomas E. Smith

Associate
Client Advisory Analyst

David S. Warhoftig

Director
Head of Trading Operations

Olivia R. Wethington

Senior Associate
Investment Operations

Brett A. Williams, JD, CPA

Partner
Client Advisor

Tarius D. Williams

Director
Reporting

Hollis Wood

Associate
Office Coordinator

T. Madison Woodward

Director
Portfolio Manager – SMID Cap Equities

Katie L. Young

Senior Associate
Executive Assistant

Alex Zito

Senior Associate
Relationship Manager

Subscribe Here

Stay up-to-date on Avalon’s economic and market commentary.