Portfolio Manager, Equity Investments; Vice President and Director, Vaughan Nelson Trust Company

Experience and Education:

• 33 years investment management and research experience
• B.A., Vanderbilt University, 1976, cum laude, Mathematics
• Chartered Financial Analyst designation
• Chartered Investment Counselor designation

Professional Background:

• Vaughan Nelson since 1994
• Managing Director and Senior Portfolio Manager, Texas Commerce Investment Management Company, Houston (1980-1994)
• Investment Department, City National Bank, Austin (1976-1980)

Affiliations, Current and Past:

• Member, Houston Society of Financial Analysts
• Member, CFA Institute
• Treasurer, The Women’s Home, Houston
• Member, Finance Council, Junior League of Houston
• Treasurer, The Women’s Fund for H.E.R., Houston
• President, The Women’s Fund for H.E.R. Foundation
• Trustee, Mental Health Association of Greater Houston Area Foundation
• Treasurer, Young Audiences of Houston

Vaughan Nelson Responsibilities:

• Investment Strategist
• Portfolio Manager
• Trust Company