President and CEO; Chairman, Vaughan Nelson Trust Company

Experience and Education:

• 27 years investment management and research experience
• B.A., Vanderbilt University, 1979, magna cum laude, Economics
• M.B.A., Harvard Business School, 1983
• Chartered Financial Analyst designation
• Chartered Investment Counselor designation

Professional Background:

• Vaughan Nelson since 1992
• President, Rust Capital, Ltd., (Venture Capital Fund), Austin (1988-92)
• Vice President, Research Analyst, Merrill Lynch Capital Markets (Corporate Finance), New York, Houston (1983-88, 1979-81)

Affiliations, Current and Past:

• Director, CFA Society of Houston
• Member, CFA Institute
• President, Children’s Museum of Houston
• President, Vanderbilt Club of Houston
• Member, Center for Houston’s Future of Greater Houston Partnership
• Director, Vanderbilt University Alumni Association
• Trustee, Presbyterian School
• Director, Harvard Business School Club of Houston
• Director, Family Services Foundation
• Director, Goodwill Industries Foundation
• Treasurer, Tanglewood Homes Association
• Member, World Presidents’ Organization

Vaughan Nelson Responsibilities:

• CEO
• Portfolio Manager
• Investment Strategist