2016 - Present
Holt Capital Partners, L.P. Partner Shares responsibility for implementing the firm’s investment strategies, managing client relationships and business development.
2010 - Present
Simon Venture Development Principal Provides strategic consulting to entrepreneurs and investors in early-stage private businesses.
2001 - 2010
Invesco, Ltd. Senior Portfolio Manager & Global Partner A senior leader of a top-performing equity team with a value investment strategy. Investment decisions based on contrarian viewpoints established using deep fundamental analysis. Specialty in financial services.
1996 - 2001
Luther King Capital Management Equity Analyst Performed equity analysis to support investment decisions in the financial and consumer staples sectors. Developed convertible bond, macro-economic, and quantitative analysis tools to support firm-wide investment decisions.
1989 - 1996
Fourth Financial Corp. and First Commercial Corp. Investment Officer Broad investment experience with equity, taxable fixed income, and tax-exempt fixed income portfolios and funds. Also, served as management trainee in the finance department at First Commercial Corporation
University of Chicago, Booth School of Business
Master of Business Administration with high honors
Texas Christian University
Bachelor of Business Administration with a major in Finance
Chartered Financial Analyst
Member of the CFA Society Houston
Member of the World Affairs Council of Houston
Member of the Houston Committee on Foreign Relations
Former Director and Chair of Audit Committee for Heads-Up Technologies, Inc.
Former Occasional Faculty at Texas Christian University, Finance Department