Portfolio Manager, Equity Investments

Experience and Education:

• 12 years investment management and financial analysis experience
• B.S., The University of the South, 1994, Natural Resources
• M.B.A., Tulane University-A.B. Freeman School of Business, 1997
• Chartered Financial Analyst designation

Professional Background:

• Vaughan Nelson since 2003
• Vice President-Investment Banking, RBC Capital Markets (2001-2003)
• Senior Associate-Investment Banking, RBC Capital Markets (2000-2001)
• Associate-Investment Banking, Deutsche Banc Alex. Brown (1997-2000)
• Treasury Analyst, Freeport-McMoRan, Inc. (1996-1997)

Affiliations, Current and Past:

• Member, Houston Society of Financial Analysts
• Member, CFA Institute

Vaughan Nelson Responsibilities:

• Portfolio Manager
• Research Specialist