People


Joel Adam, CFA

Investment Manager

Joel graduated from Baylor University with a BBA and MBA and is a Chartered Financial Analyst.

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Charles G. Burns

Investment Manager

Charles graduated from Texas A&M University with a BBA in Accounting.

Scott Granowski, CFA

Investment Manager

Scott graduated from the University of North Carolina at Chapel Hill with honors and is a Chartered Financial Analyst.

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Derek Richards

Lead Trader - Operations Director

Derek graduated Summa Cum Laude from the University of Texas at Arlington with a BBA in Finance.

Sara Johnson

Client Services - Operations - Trading

Brings 17+ years of experience in office reception, administration, and customer service.

Joyce Bell

Client Services - Reception

Brings 25+ years of experience in office administration, customer service and accounting.

Kari Siler

Client Services - Operations

Brings 20+ years of operations and administrative experience to the team.