Senior Portfolio Managers
Anton
Gordon
Mr.
Gordon is a CIF Sr. Portfolio Manager, and FSM Certificate recipient.
He will complete his MS in Finance, at the University of Houston in the
fall of 2004. Mr. Gordon has five years of professional experience,
in Financial Services, and Internal Audit-C&A. He has obtained
the Series 66 and Series 7 Licenses, and has two years of experience
as an Enterprise Risk Services Consultant at Deloitte Touché,
and currently works as a Software Implementation Consultant. Mr.
Gordon continues to serve as a Sr. Advisor to the undergraduate Honors
Securities Analysis Course, and received a BBA in Finance from the University
of Houston in 1999.
Back
to top
Taylor
Holladay
Mr. Holladay is currently enrolled in the Financial Services Management Program.
He has four years experience in the financial services industry. He has previously
worked for Dynegy in the Corporate Finance and Risk Group, and is currently
with Frost Bank as a Senior Financial Analyst. He received a BA in Business
Finance and English and a DBS degree in Finance and Economics from the London
School of Economics in 2001.
Back
to top
Diane
Houk
Ms. Houk has completed the Financial Services Management Certification and
expects to complete her MS in Finance at
the University of Houston in May, 2005. She is a CFA Level 1 candidate. Ms.
Houk received her executive MBA from the University of Houston with a Deans
Award in 2002. She has more than ten years experience as a structural
engineer in the design of fixed offshore platforms. She received a BS in civil
engineering from the University of Texas graduating magna cum laude.
Back
to top
John
Lively
Mr. Lively is currently pursuing his MBA at the University of Houston on a
part-time basis. Mr. Lively has twelve years of experience in the financial
industry. He currently is employed as Assistant General Counsel by AIM Management
Group Inc.; his legal role generally involves providing advice in the areas
of fund, adviser and broker-dealer regulation. Mr. Lively received a B.S. in
Business Administration from The Citadel in Charleston, S.C. in 1991 and a
J.D. from The Catholic University of America in Washington, D.C. in 1998.
Back
to top
Kiril
Logvinoff
Mr. Kiril Logvinoff is completing his MBA in Finance at the University of Houston. He
has seven years of experience in the financial industry and holds the Series
6, 7, 63, 66 and Group One Licenses. He is currently employed at AIG
as an Investment Advisor Representative. He received a BBA in both Finance
and Management from the University of Texas in El Paso in 1998.
Back
to top
Jose
Sauceda
Mr.
Sauceda completed his MBA in Finance at the University of Houston
in the summer of 2004 and the Graduate Certificate Program in Financial
Services during the same period. He has 6 years of experience in project
management and 11 years in the manufacturing industry. Mr. Sauceda received
a BS in Engineering Technology from UT-Brownsville and BS in Electronics
from the ITM-Mexico.
Back
to top
Reane
Michelle Simpson
Ms. Simpson
is currently pursing a MS in Finance with an expected graduation date
of Spring 2005. She has four years experience in IT project management & financial
accounting as well as E-business application development. She is
currently employed as a Financial Analyst at ExxonMobil in the Global
Upstream Projects division. She graduated Cum Laude from Texas
State University in 2000 with a BS in Computer Science.
Back
to top
Aaron
Stephens
Mr. Stephens received a BBA in Finance from the University of Houston and is
currently pursuing an MS in Finance with an expected graduation date of December
2004. He has been employed as a Middle Market Credit Analyst at Sterling Bank
and interned for AIM Investments the Summer 2003 in Fixed Income. Mr. Stephens
is a CFA Level 2 Candidate and pursuing a career in Investment Management.
Back
to top
Portfolio Manager/ SecurityAnalysts
James
Engelbrecht
Bio
not currently available.
Back
to top
Edward
Goodwin
Bio
not currently available.
Back
to top
Enrique
Gomez
Bio
not currently available.
Back
to top
Jimmy
Huen
Mr.
Huen is currently an Assistant Vice President and Structured Finance
Analyst with JPMorgan Chase. Prior to that, he was an analyst
at Compaq/HP. He has worked as a Foreign Exchange trader with
Frankwell Investments and an Investment Advisor with Morgan Stanley
Dean Witter. Mr Huen expects to complete his MS in Finance
at the University of Houston in 2006 and is a CFA Level 1 candidate. He
received his MBA from Houston Baptist University in 2000 and his
B.A. in Economics with a minor in Spanish from the University of
Houston in 1995.
Back
to top
Jeffrey
Jewell
Bio not currently available.
Back
to top
Allen
Lewis
Bio
not currently available.
Back
to top
Christopher
McMeans
Mr. McMeans is
pursuing an MBA with a concentration in finance at the University of
Houston and is expecting to graduate in May 2006. He
has six years experience
in the financial services industry
and is currently employed as an equity research analyst at Van Kampen
Investments. Mr. McMeans
is a CFA Level 2 Candidate and holds the Series 6, 7, and 63 Licenses. He
received a BA in Economics from the University of Texas at Austin.
Back
to top
Scott
Royster
Bio not currently available.
Back
to top
Sanjay
Sampath
Mr. Sampath
has worked for the last three years as an air quality consultant
and as the Health and Safety Coordinator for the Houston and
Nederland Offices of a leading environmental consulting company. He
holds a Bachelor's Degree in the field of Petrochemical Engineering
from the University of Pune, India and a Masters in Environmental
Engineering from Texas A&M University - Kingsville. He
is currently working on his MBA at the C.T. Bauer College of Business
(University of Houston) and expects to graduate in May 2006. He
also serves as a board member of the Gulf Coast Chapter of the Air
and Waste Management Association and is a leading proponent of the
non-profit organization, Pratham, which has a goal of eliminating
child illiteracy in India.
Back
to top
Smitha
Srinivasan
Ms.
Srinivasan is currently enrolled in the Financial Services Management
Program. She has two years experience in the field of Corporate Finance.
She worked as a financial analyst for a diversified manufacturing
company in India. She has a Bachelors degree in Commerce and a Post
Graduate Diploma in Management from India.
Back
to top
Vikash
Taneja
Bio
not currently available.
Back
to top
Saurabh
Verma
Bio
not currently available.
Back
to top
|