Equity Research Team
At South Texas Money Management, we have a team of six individuals that are responsible for equity research and analysis. This team is comprised of Jeanie Wyatt, Chief Investment Officer, Fred Labatt, Dir. Equity Research, Andy Weis, Sr. Equity Analyst, Mark Oetinger, Sr. Equity Analyst, Brianna Brown, Jr. Equity Analyst and Adrian Chenault, Jr. Equity Analyst.

Each member of our equity research team is responsible for analyzing and researching companies before they are added to our equity portfolio. In addition, each member is responsible for monitoring our existing companies and reporting any pertinent information to the group.

Portfolio Review and Trading Group
In addition to our research team, we have a group that is responsible for implementing all core portfolio changes to our managed accounts. This group is comprised of our Portfolio Management Assistants, Cynthia Mendoza and Christine Quichocho and our traders Sam Mendez, Chief Equity Trader and Vicki DeLeon, Trading Assistant. This group is overseen by our Chief Operating Officer, Michelle Romero.

Fixed Income Management Group
James Genteman is our Director of Fixed Income and Kipp Cummins is our Fixed Income Trader.