Judges & TIPS Committee

Judges & TIPS Committee

Portfolio Managers Competition

Competition Judges
Gabe Birdsall
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
 
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
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

 

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
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