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Meet the Students

Senior Portfolio Managers Portfolio Manager/ SecurityAnalysts

Anton Gordon
Taylor Holladay
Diane Houk
John Lively
Kiril Logvinoff
Jose Sauceda
Reane Michelle Simpson
Aaron Stephens

James Engelbrecht

Edward Goodwin

Enrique Gomez

Jimmy Huen

Jeffrey Jewell
Allen Lewis

Christopher McMeans
Scott Royster
Sanjay Sampath

Smitha Srinivasan

Vikash Taneja

Saurabh Verma

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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Portfolio Manager/ SecurityAnalysts

James Engelbrecht

Bio not currently available.

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Edward Goodwin

Bio not currently available.
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Enrique Gomez

Bio not currently available.

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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.

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Jeffrey Jewell
Bio not currently available.

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Allen Lewis

Bio not currently available.

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Christopher McMeans
MrMcMeans is pursuing an MBA with a concentration in finance at the University of Houston and is expecting to graduate in May 2006He 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.

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Scott Royster
Bio not currently available.

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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.
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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.

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Vikash Taneja

Bio not currently available.

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Saurabh Verma

Bio not currently available.

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last edited: 10/27/2004