Our Team


Scott Jackson
Head of Wealth Management and Portfolio Manager

  • MBA (Finance) from University of Houston
  • B.A. (Economics) from University of Texas at Austin

Ron Olin
Portfolio Manager, Closed End Funds

  • M.S. (Electrical Engineering) from Rice University

Ken Burke, CFA
Portfolio Manager, Focused Growth Strategy

  • MBA from University of Texas at Austin
  • B.A. (Economics and Mathematics) from Vanderbilt University

Rasool Shaik, CFA
Portfolio Manager, US Microcap Strategy

  • MBA from University of Chicago
  • M.S. (Engineering) from Michigan Technological University
  • B.S. (Engineering) from Indian institute of Technology, Bombay

Charley Ward, CFA
Research Analyst

  • B.A. (Economics) from University of Texas at Austin

Christopher Day
Portfolio Manager

  • B.S. (Business Administration, Finance and MIS) from D’Amore-McKim

James Pryor, CFP
Chief Compliance Officer

  • MBA (Innovation Management) from Temple University
  • B.A. and B.S. (Finance) from Temple University

Debra Sharp, QPA, ERPA
401k Consultant

  • Founder and Principal of SCI, Inc.
  • B.S. (Business Administration) from University of Houston

Julie Faas
Senior Client Account Manager

  • B.A. (Sociology, Government, and Philosophy) from University of Texas at Austin

Lauren Sanders
Director, Investor Relations

  • B.B.A. (Marketing and Finance) from University of Texas at Austin

Ted Tredennick
General Counsel

  • B.A. from Emory University
  • M.A. and J.D. from University of Houston School of Law

Skip McBride

  • B.A. and M.A. from Baylor University
  • J.D. from Baylor School of Law

Brenan Tupa
Private Equity Analyst

  • B.A. (Finance and Real Estate Finance) from Baylor University

Aiyin Ming
Quantitative Analyst

  • B.A. in International Trade & Economics from Beijing Institute of Technology
  • M.S. from University of Rochester