The South Texas Money Management
Team
| Investments/Portfolio Management |
|
Fred Labatt, CFA, Director of Equity Research |
|
Mark Oetinger, CFA, CPA, Senior Equity Analyst |
|
Andrew Weis, Senior Equity Analyst |
|
Brianna Brown, Junior Equity Analyst |
|
Adrian Chenault, Junior Equity Analyst |
|
James Genteman, Director of Fixed Income |
|
Kipp Cummins, Fixed Income Trader |
|
Sylvia Ann Mendez, Chief Equity Trader |
|
Vicki De Leon, Trading Assistant |
|
Cynthia Mendoza, Portfolio Management Assistant |
|
Christine Quichocho, Portfolio Management Assistant |
| Operations |
|
Michelle V. Romero, Chief Operating Officer |
|
Christian Herff, Chief Compliance Officer |
|
Patty Ueckert, Office Manager |
|
Sylvia R. Rodriguez, Operations Manager |
|
Ray Nagle, Operations Account Associate |
|
Tori Lanier, Operations Team Leader |
|
Daniel Aleman, Chief Information Officer |
|
Alyssa Torres, Information Technology Associate |
|
Danielle M. Williams, Client Service Manager |
|
Connie Penaflor-Foster, Client Service Associate |
|
Mary Anne Horn, New Accounts Manager |
|
Josie Coiner, Public Relations & Media Director |
|
Donna Patterson, Director of Communications |
|
Hillary Brison, Investment Performance Analyst |
|
Sheri Barenblat, Receptionist |
|
Vicki Love, Sales Assistant |
|
Christine McBride, Receptionist |
|
Beatriz Armijo, Office Assistant |
| Investment Advisors |
|
Tobin R. (Toby) Calvert, Senior Investment Advisor |
|
John (Lance) Lahourcade, Director of Client Services |
|
Mark M. Johnson, Jr., Senior Investment Advisor |
|
Pamela Krueger, Senior Investment Advisor |
|
Mary Hime, Institutional Business Development Officer |
|
Elizabeth Calvert Hickman, Senior Investment Advisor |
|
Madelon Yanta Leone, CFA, Senior Investment Advisor |
|
Lisa Fox, CFP®, Senior Investment Advisor |
|
Thomas P. (Tom) Cagle, Jr., Senior Investment Advisor |
|
Richard M. (Cardo) Kleberg IV, Investment Advisor |
|
Walter Hayne, Investment Advisor |
|
Holly Moore, CFP®, Investment Advisor |
|
Lupita Molina, Sales Support Director |
|
Marion Mitchell, Executive Assistant |
|
Gina Carreon, Executive Assistant |
|
MiMi Falb, Administrative Assistant |
|
