Began as public accountant with EY before moving into finance as an analyst with local hedge fund, HBK. Transitioned to Director of Research for Texas Capital Bank's wealth management division before joining LKCM as a portfolio manager in the Dallas office.
What am I doing – describe your current role and objectives:
I manage equity and fixed income portfolios of individual securities as well as private equity and partnership interests on behalf of my clients. I serve high net worth individuals, family offices, endowments, foundations and not for profit organizations.
Connections trying to make:
Expand my network within the SMU community and connect with others who provide complimentary services to my client-base, such as estate planning attorneys, CPA's, bankers, etc.
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