Senior Portfolio Manager, Equity Investments

Experience and Education:

• 17 years investment management / financial analysis and accounting experience
• B.B.A., Baylor University, 1991, Accounting
• M.B.A., Harvard Business School, 1998
• Chartered Financial Analyst designation
• Certified Public Accountant State of Texas

Professional Background:

• Vaughan Nelson since 1999
• Associate, Simmons & Company International (1998-99)
• Manager, Coopers & Lybrand, LLP (1991-96)

Affiliations, Current and Past:

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

Vaughan Nelson Responsibilities:

• Senior Portfolio Manager
• Research Specialist