Work Experience
- Adjunct Professor, Baylor University (January 2009 - Present)
- Sr. Vice President and Sr. Portfolio Advisor, Northern Trust (2022-Present)
- Co-Chief Investment Officer, Portfolio Manager, Hillcrest Asset Management, LLC (2007 - Present)
- Equity Analyst, Morningstar (2006 - 2007)
- Securities Analyst, Bank of America, Investment & Wealth Management (2002 - 2004)
Licensures and Certifications
- Chartered Financial Analyst (CFA), CFA Institute
- Chartered Alternative Investment Analyst (CAIA), CAIA Association
Professional Memberships
- Director & Member, CFA Society of Dallas-Fort Worth
- Member, CAIA Texas
Education
- MBA, Southern Methodist University, Dallas, Texas
- BA, Austin College, Sherman, Texas
Courses
- FIN 4381 – Practicum in Portfolio Management
