Judges & TIPS Committee
Portfolio Managers Competition
Competition Judges
Gabe Birdsall
Portfolio Manager
Brasada Capital Management
Cody Dick
Principal
Fayez Sarofim & Co.
Portfolio Manager
Brasada Capital Management
Cody Dick
Principal
Fayez Sarofim & Co.
Elena Khoziaeva, CFA
Portfolio Manager, Head of Investment Management
Bridgeway Capital Management
Allen Lewis, CFA
Portfolio Manager
Regions Bank
Portfolio Manager, Head of Investment Management
Bridgeway Capital Management
Allen Lewis, CFA
Portfolio Manager
Regions Bank
CFA Institute Research Challenge – Southwest US
Victoria Fernandez, CFA
Chief Market Strategist
Crossmark Global Investments
Jill Holup, CFA
Director of Finance & Accounting
Mid-City Development, LLC
Don Hultgren, CFA
EVP, Head of Business Development & Strategy
Wedbush Securities
Brian E. McManus, CFA
Principal
McManus Capital Management
Shirley Ogden, CFA
Investment Analyst
Lee Financial Company
Chief Market Strategist
Crossmark Global Investments
Jill Holup, CFA
Director of Finance & Accounting
Mid-City Development, LLC
Don Hultgren, CFA
EVP, Head of Business Development & Strategy
Wedbush Securities
Brian E. McManus, CFA
Principal
McManus Capital Management
Shirley Ogden, CFA
Investment Analyst
Lee Financial Company
Lee Partridge, CFA
Founder
Sorrel Leaf Capital
Tom Stringfellow, CFA
President & Chief Investment Officer
Frost Investment Advisors, LLC
Pat Swanson, CFA
Advisory Partner
Trinity Private Equity Group
Holland Timmins, CFA
Chief Investment Officer & Executive Administrator
Texas Permanent School Fund
Gary Walsh, CFA
Principal, VP, Portfolio Manager/Analyst
Luther King Capital Management
Founder
Sorrel Leaf Capital
Tom Stringfellow, CFA
President & Chief Investment Officer
Frost Investment Advisors, LLC
Pat Swanson, CFA
Advisory Partner
Trinity Private Equity Group
Holland Timmins, CFA
Chief Investment Officer & Executive Administrator
Texas Permanent School Fund
Gary Walsh, CFA
Principal, VP, Portfolio Manager/Analyst
Luther King Capital Management
TIPS Conference Committee
Sharon Criswell, CFA
Chief Operating Officer Emeritus
ALM First Financial Advisors
Jill Foote, CFA, PhD (Chair)
Senior Lecturer in Finance
Rice University
Kirk Goings (Student Chair)
Executive MBA ‘2020
Rice University
Jun Gu, CFA
Portfolio Manager
Stavis & Cohen Financial
John Keeton, CFA
Wealth Strategist
Covenant Multifamily Offices
Chief Operating Officer Emeritus
ALM First Financial Advisors
Jill Foote, CFA, PhD (Chair)
Senior Lecturer in Finance
Rice University
Kirk Goings (Student Chair)
Executive MBA ‘2020
Rice University
Jun Gu, CFA
Portfolio Manager
Stavis & Cohen Financial
John Keeton, CFA
Wealth Strategist
Covenant Multifamily Offices
James Lenz
Associate Director, Rice Business Finance Center
Rice University
Mark McMeans, CFA
Chief Executive Officer
Brasada Capital Management
Lee Partridge, CFA
Founder
Sorrel Leaf Capital
Steven Sheldon, CFA
Director & Senior Wealth Advisor
Mariner Wealth Advisors
Pat Swanson, CFA
Advisory Partner
Trinity Private Equity Group
Associate Director, Rice Business Finance Center
Rice University
Mark McMeans, CFA
Chief Executive Officer
Brasada Capital Management
Lee Partridge, CFA
Founder
Sorrel Leaf Capital
Steven Sheldon, CFA
Director & Senior Wealth Advisor
Mariner Wealth Advisors
Pat Swanson, CFA
Advisory Partner
Trinity Private Equity Group