Director, Institutional Marketing; Director, Private Client Services; Senior Vice President and Director, Vaughan Nelson Trust Company

Experience and Education:

• 17 years investment and trust experience
• B.A., St. Edward’s University, 1990, summa cum laude, English, Alpha Chi National Academic Honors Society
• M.B.A., St. Edward’s University, 1991

Professional Background:

• Vaughan Nelson since 1999
• Vice President, Chase Bank of Texas, Houston (1992-99)
• Financial Analyst, Ameritrust, Cleveland, Ohio (1991-92)

Affiliations, Current and Past:

• Vice President and Director, St. Edward Catholic School
• Executive Committee, Northwoods Catholic School
• Finance Council, St. Ignatius Loyola Parish
• Trustee, The Women’s Fund for Health Education and Research
• President, St. Edward’s University Houston Alumni Chapter
• Junior Achievement of Southeast Texas
• Houston Estate and Financial Forum
• Houston Business and Estate Planning Council

Vaughan Nelson Responsibilities:

• Director of Institutional Marketing
• Portfolio Manager
• Trust Company