Accomplishments: Developed and implemented a comprehensive investment philosophy with a focus on alternative investments, gaining organizational buy-in and enhancing the firm's investment strategy. Successfully introduced liquid alternative investments, integrating them into the firm’s investment program via various platforms, including CAIS. Significantly outperformed our benchmarks in both public equity and fixed income. Grew assets / revenue by 25% year over year through a combination of new client acquisition and portfolio performance. Responsibilities: Lead and oversee the investment activities for LGT Financial Advisors, ensuring alignment with organizational goals and risk tolerance through strategic portfolio management and market analysis. Regularly engage with clients and prospects to discuss investment opportunities, portfolio structures, and align strategies with client objectives. Utilize advanced performance reporting platforms, such as Black Diamond, to generate precise and timely investment reports for internal and external stakeholders. Conduct thorough due diligence on potential investments, including financial analysis, market research, and risk assessment, ensuring sound investment decisions. Mentor and train the investment team, fostering a culture of continuous improvement and elevating overall investment expertise.

Provided investment advisory to Las Aguilas, a single-family office for the ultra-high-net-worth Dobson family, founders of Whataburger, focusing on investment sourcing and due diligence. • Conducted a thorough evaluation of the current asset allocation and manager lineup, providing strategic recommendations for optimization. • Assisted in the design and development of direct investment portfolios, aligning with the family's financial objectives and risk tolerance. • Developed and implemented an annual manager review framework to ensure consistent and comprehensive performance assessments. • Created consolidated risk analyses to enhance the family's understanding of their investment exposure across various asset classes. • Revised and established updated valuation policies for all asset classes, ensuring accurate and consistent valuations across the portfolio.

• Directed the private equity fund program, committing $360 million to over 50 funds with a 5-year IRR of 20% as of 6/30/21. Successfully introduced Growth Equity and Venture Capital investments. • Maintained relationships with key external investment managers and opportunistically sourced new investments, ensuring optimal vehicle placement for legal, tax, and organizational benefits. • Voting member of the Investment Committee, responsible for presenting and obtaining approval for new capital allocations across departments. • Served on the Strategy Committee, tailoring asset allocation to meet long-term investment objectives and providing strategic direction to operating businesses, including Rosewood Property Company, Rosewood Resources Inc., and Rosewood Private Investments. • Served as a board member for ATTOM, a real estate technology platform, leading to a successful exit in 2019 with over 4x return on the initial investment. • Oversaw externally managed investments, including hedge funds, private equity, and long-only equity, while leading various special projects. • Developed and implemented a systematic hydrocarbon price hedging program for the oil & gas company, significantly contributing to profits since 2010. Co-founded the Hedging Strategy Committee to review current hedges and determine future strategies. • Recruited and expanded the investment team from two to four members, enhancing overall departmental capabilities. • Served as a board member for ProSupps, a privately held company. • Developed a custom hedge fund of funds to manage proceeds from the sale of Rosewood Hotels & Resorts, achieving expected performance with excellent liquidity. • Designed a synthetic hedge fund using publicly traded instruments, outperforming the Hedge Fund Research Fund of Funds index with low volatility since inception.

• Provided comprehensive financial analysis and strategic recommendations for allocation decisions, supporting $25 billion in combined client assets as Senior Analyst for RBC’s Institutional Consulting Group. • Reengineered the primary performance report using advanced technology, leading to expedited production, reduced costs, improved accuracy, enhanced usability, and new analytical capabilities. • Enhanced the asset manager selection and portfolio construction process by implementing new analytical tools and methodologies from the CFA Program, incorporating a broader range of asset classes, including equities, fixed income, ETFs, real estate, futures, private equity, and hedge funds. • Led and trained a team of five analysts and managed the intern program, fostering a high-performance environment. • Improved client satisfaction through well-prepared presentations and clear explanations of complex financial concepts during client meetings.