2001 - Present Holt Capital Partners, L.P. Managing Partner Responsibilities have included establishing the firm, creating and implementing the investment strategy, as well as marketing and client relations.
1983 - 2001 Luther King Capital Management Principal Investment responsibilities related to a broad range of equity, fixed income and balanced portfolios. Extensive experience analyzing equity and fixed income securities. Responsibilities included asset allocation, portfolio structuring and client presentations.
1978 - 1983 American Founders Life Insurance Company Assistant Vice President - Securities Developed and implemented overall investment strategy, market timing, security selection and trading for the company’s fixed income, equity and cash equivalent portfolios.
Louisiana Tech University Bachelor of Science in Business Administration with a major in Finance
The University of Texas at Austin Master of Business Administration with a concentration in Finance
Recipient of the Houston Society of Financial Analysts Scholarship Award for original research in equity valuation using options.
Chartered Financial Analyst
Member of the CFA Society of Dallas-Fort Worth
Chairman of the Rotary Club of Fort Worth, Endowment and Investment Committees
Recipient of the 2005 Alumnus of the Year Award from Louisiana Tech University College of Business
Past President of the Breakfast Club of Fort Worth
Director of the Boy Scout Foundation, Longhorn Council, BSA
Member of the Advisory Committee of The MBA Investment Fund, L.L.C. at the University of Texas at Austin
Member of Louisiana Tech University College of Business Advisory Board
Former Director of Central Bank & Trust
Former Member of Wells Fargo Bank Community Advisory Board