The Team That Cares

We are committed to providing experienced asset management and personalized investment planning solutions.

Spencer McGowan

Spencer McGowan
President

214.720.4400 | mail

Andrew Orton

Andrew Orton
Director of Research

214.888.3241 | mail

Spencer McGowan

Kathie McWhorter
Director of Client Services

214.720.4400 | mail

Vanessa Valdez Avila

Vanessa Valdez Avila
Director of Client Reporting

214.888.3245 | mail

Alexander G Tollen

Alexander G Tollen
Director of Client Development

214.888.3243 | mail

Laurie Logan

Laurie Logan
Director of Client Services

214.888.3252 | mail

Ismael L. Sanchez

Ismael L. Sanchez
Chief Compliance Officer & Comptroller

214.888.3247 | mail

Stephen Norris

Stephen Norris
Director of Allocations

214.888.3244 | mail