
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
Subadvisor, Closed End Funds
- M.S. (Electrical Engineering) from Rice University
Ken Burke, CFA
Subadvisor, Focused Growth Strategy
- MBA from University of Texas at Austin
- B.A. (Economics and Mathematics) from Vanderbilt University
- Founder & CIO of Burke Wealth Management
Rasool Shaik, CFA
Subadvisor, US Microcap Strategy
- MBA from University of Chicago
- M.S. (Engineering) from Michigan Technological University
- B.S. (Engineering) from Indian institute of Technology, Bombay
- Founder & Managing Principal of EMC Capital Management
Charley Ward, CFA
Research Analyst
- B.A. (Economics) from University of Texas at Austin
Christopher Day
Subadvisor, Absolute Return Strategy
Subadvisor, Absolute Return Strategy
- B.S. Business Administration (Finance & MIS) from Northeastern University
- Project Management Professional (PMP)
- Founder & CEO of Days Global Advisors
James Pryor, CFP
Chief Operating Officer & Chief Compliance Officer
- MBA (Innovation Management) from Temple University
- B.A. and B.S. (Finance) from Temple University
Huiyin Zheng
Financial Analyst
- MBA (Finance) from Missouri State University
Ted Tredennick
General Counsel
- M.A. and J.D. from University of Houston School of Law
- B.A. from Emory University
Julie Faas
Senior Client Account Manager
- B.A. (Sociology, Government, and Philosophy) from University of Texas at Austin
Skip McBride
Founder & CEO
- B.A. and M.A. from Baylor University
- J.D. from Baylor Law School