I oversee Portfolio Management at Ackerman Capital Management. I also provide ongoing wealth management advice, working directly with our clients and their trusted advisors. I have held the Chartered Financial Analyst® (CFA) designation since 2000, I am a member of the CFA Institute, and a member of the CFA Society of Dallas-Fort Worth.

Responsible for investment research, portfolio management and trading for the firm’s client accounts. Also provide ongoing wealth management advice, working directly with clients and their trusted advisors.

• Responsible for manager research and due diligence, client portfolio management and asset allocation for the firm’s ~$350 million in assets under management. Developed and maintain firm’s investment platform across equities, fixed income, hedge funds and private equity. Co-lead the research department that comprised of three analysts and one economist reporting to both the President and the Chief Investment Officer.• As a member of the investment committee, I was responsible for investment recommendations and manager selections for the firm’s investment platform, client accounts and the firm’s two hedge fund of funds limited partnerships. I also participated in the formulation and implementation of firm-wide investment policy decisions, and asset allocation for the firm’s discretionary assets.• Responsible for marketing to prospective clients through the development of client proposals and marketing presentations. Was a key team member in the growth of firm assets from approximately $100 million to almost $350 million. • Portfolio management responsibilities for ~20 client relationships (institutional and private clients), which required the development and review of client investment policy statements and objectives, management of client cash flows, knowledge of client tax considerations and the implementation of investment strategy decisions through regular account rebalancing. This was accomplished through quarterly meetings and regular communications with clients to ensure investment program was appropriate for the client. • Annandale Capital is an SEC Registered Investment Advisor that utilized an open architecture model. Modeled after the university endowment investment approach, the firm utilized both traditional and alternative asset classes. The firm worked to populate client portfolios with uncorrelated asset classes and investment strategies in an effort to produce distinct investment solutions.

• Research, trading and investment management responsibilities for the firm’s ~$500 million in equity assets under management. Make investment and equity security selection recommendations for the firm’s equity assets, and help formulate and implement firm-wide investment policy decisions and asset allocation for over $2 billion in discretionary assets. Martin & Company used three discretionary equity strategies – Large Cap Core, Small Cap Value and an Opportunity Strategy for clients seeking increased exposure to sector bets in the Core strategy.• Portfolio management responsibilities for ~40 client relationships (institutional and private clients) consisting of approximately $600 million in assets. This required the development and review of client investment policy statements, ensuring account asset allocations reflected stated investment policy objectives, management of client cash flows, knowledge of client tax considerations and the implementation of investment strategy through regular account rebalancing. I also assisted in new business development and quarterly meetings for both individual and institutional clients. • Martin & Co. is an SEC Registered Investment Advisor with 160 clients and approximately $2.0 billion in assets under management serving institutions, foundations, corporations, not-for-profit entities and private clients. Martin & Co. offered clients three equity investment strategies, three fixed income strategies and balanced account management for both taxable and non-taxable accounts.

• Researched consumer cyclical and consumer staple equities. Provided investment recommendations on individual equity securities supported by fundamental, bottoms-up research within the context of a top-down view of the economic environment. • One of six original employees that developed the research product and helped assembled the research team. StreetAdvisor (the predecessor organization) was an independent investment research company that was acquired in July of 2000 and became a subsidiary of IDEAglobal - an international economics, currency, fixed income and equity research firm. I also developed and hosted a weekly one-hour radio show.

• Researched homebuilding, homebuilding products, real estate investment trusts, and lodging equities. My primary responsibility was to develop client relationships with both institutional and retail investors. I utilized fundamental, bottoms-up research within the context of a top-down investment thesis to develop my investment recommendations.• Marketing and business development duties also included identifying corporate finance prospects and working with my corporate finance counterparts to develop financial strategies aimed at promoting the growth and success of client companies. I also worked to put the management of companies in my coverage universe in touch with my sales trading desk to assist those companies in share their buybacks.• Received votes for Institutional Investor’s All-America Research Team in 1998 (REITs/Commercial) and 1999 (Building).

Developed financial strategies for high-growth, middle-market, private and public companies in the DFW region. Worked with prospective and existing bank customers through the business development and lending process by executing the senior debt underwriting, documentation, and funding process, including preparation of credit application documents, financial analysis and modeling, peer group analysis and industry research. Also worked with Sr. Loan Officers to find ways to expand existing client relationships.