Steve Smith Founder, CEO and CIO Began working in the industry in 1977. Joined Smith Asset Management in 1995. BS, University of Alabama MBA, University of Alabama Wachovia 1973-1983, VP of Investments B of A 1983-1995, SVP of Investments Eagle Scout DFW CFA Advisory Board Member CFA Society of DFW Chair of Church Council local Methodist church Board member of several non-profits with a nature focus Active athlete on various sports teams Married with one daughter
John Brim COO and Portfolio Manager Began working in the industry in 1990. Joined Smith Asset Management in 1998. BS in Economics, Texas A&M University NationsBank (now B of A) 1990-1997, Senior Client Manager Deloitte and Touche 1997-1998, Manager Institutional Investment Member CFA Society of DFW Board member Baylor Medical Center McKinney Board member Life in the Trinity Ministry Married with three children Brad Baker Quantitative Research Analyst and Portfolio Trader Began working in the industry in 2002. Joined Smith Asset Management in 2002. BBA in Finance, University of Texas at Arlington Member of the CFA Institute Member of CFA Society of DFW
Stephanie Jones Portfolio Manager Began working in the industry in 2006. Joined Smith Asset Management in 2010. BBA in Accounting, Texas A&M University MBA with Finance Concentration, Southern Methodist University Price Waterhouse 1992-1995, Senior Auditor Halliburton Company 1995-1997, Senior Accountant, Corporate Financ Reporting Mercer Human Resource Consulting 2001-2006, Principal Cimarron Asset Management 2006-2010, Equity Analyst Certified Public Accountant in Texas Member American Institute of Certified Public Accountants Bill Ketterer Portfolio Manager Began working in the industry in 1999. Joined Smith Asset Management in 2007. BS in Economics, Miami University Graduate course work at UCSD, UD and UTD Textek 1989-1992, VP and GM Medical Advocacy Services 1992-1999, VP The Private Bank of B of A 1999-2007, Sr. VP and Portfolio Manager Member CFA Society of DFW Member DFW Association for Business Economics
Kathryn More Portfolio Trader Began working in the industry in 2005. Joined Smith Asset Management in 2006. BBA in Finance, University of Texas at Austin Morgan Keegan 2005, Advisor in Wealth Management Services Level III CFA Candidate Eivind Olsen Portfolio Manager Began working in the industry in 1994. Joined Smith Asset Management in 2008. BBA, Texas Christian University MBA, University of Texas at Austin Rauscher, Pierce, Refsnes, Inc 1994-1996, Associate Analyst John McStay Investment Counsel/Brazos Capital Management 1998-200 Portfolio Manager Member CFA Society of DFW
Rick Villars Equity Strategist Began working in the industry in 1981. Joined Smith Asset Management in 2008. BBA in Finance, University of Nebraska Wells Capital Management 1986-2001, Portfolio Manager HSBC Asset Management 2002-2004, Equity Strategist Kilauea Concepts 2004-2008, CEO Rick enjoys the outdoors especially running and biking He also likes to travel when his schedule permits and he follows intern affairs closely Chris Zogg Portfolio Manager Began working in the industry in 1997. Joined Smith Asset Management in 1997. BBA, University of Texas at Dallas Spaeth Comunications, Account Executive Member CFA Society of DFW Chris is a pilot and enjoys flying He is also an avid runner
Travis Briggs Director of Business Development Joined Smith Asset Management in 2005. BBA in Accounting and Organizational Behavior, Southern Methodist U MBA, Southern Methodist University Discovery Management 1997-2002, Chief Operating Officer Triton Energy, Director and Assistant Treasurer Jesse Carranza Investor Relations Associate Began working in the industry in 2004. Joined Smith Asset Management in 2011. BBS in Management Information Systems, Texas A&M University Comm US Army 82nd Airborne 1996-1999, Division Property Book Office Clerk Wells Fargo Bank, NA 2000-2004, Personal Banker Morgan Stanley Smith Barney 2005-2011, Senior Consulting Group Anal Married with three children Molly Cranston Business Development Asscoiate Began working in the industry in 2011. Joined Smith Asset Management in 2011. BS Psychology, Southern Methodist University Intern in the Office of President George W. Bush, 2010-2011
Alex Linn Business Development Associate Began working in the industry in 2011. Joined Smith Asset Management in 2011. BBA in Finance Cox School of Business SMU BS in Economics from Dedman College SMU American Airlines, Centralized Account Representative Kenneth Wallace Director of Business Development Began working in the industry in 1997. Joined Smith Asset Management in 2012. BBA, Baylor University Wallace Investment Management 2010-2012, President GuideStone Capital Management 2006-2010, Manager Client Service & Russell/Mellon (now BNY Mellon) 2001-2006, Client Relationship Manag Member CFA Society of DFW Married with two children
Susan Delarios Office Manager Began working in the industry in 2001. Joined Smith Asset Management in 2001. BS in Biology, Southern Methodist University Owner Drycleaning Franchise 1978-1992 Dallas County Probate Court 1992-1994, Secretary Bright and Bright, LLP 1994-1996, Administrative Assistant Hutton Patterson 1996-2001, Assistant Office Manager Former Board member for Hopes Door and the Dallas Emmaus Commu Susan loves to quilt when she is not working Angela Ramsey Investment Associate Began working in the industry in 1999. Joined Smith Asset Management in 2006. AA in Legal Administrative Assisting, Executive Secretarial School Bank of Texas, NA 1999-2004, Client Service Specialist/Executive Assis Diversified Investment Advisors 2004-2006, Client Management Specia Member PTA Board Member Neighborhood Association Board
Lena Sanchez-Palomo Investment Associate Began working in the industry in 2005. Joined Smith Asset Management in 2005. BS in Sociology, Texas Woman's University Honda Financial Services 2004-2005, Leasing Customer Service Represe Bank of America 2005, Teller When she is not working, Lena enjoys cooking, traveling and spending her family Phil Smith Investment Associate Began working in the industry in 1997. Joined Smith Asset Management in 1997. BS in Business Administration, University of Alabama, Jacksonville Sta University Martin Marietta 1979-1981, Program Control Administrator Outreach Ministries 1981-1992, Director of Men's Home Country Gardens Health Care Facility 1992-1997, Residential Care Give Married with two children
BC Hosch Began serving on the Smith Group Advisory Board in 2007. Work Experience: Ernst & Ernst/ Ernst & Young, 1966-1980, CPA Petroleum Corporation of Texas 1980-1984, VP of Finance Rylander, Clay and Opitz, CPA's 1984-2004, Partner Certified Public Accountant and Certified Business Appraiser Education and Degrees BBA, Texas Tech University Chairman of the Board, Life in the Trinity Ministry Board of Directors, Northside Inter-Community Agency Sunday School teacher, three year olds, First Presbyterian Church Fort BC also plays tennis whenever he has the opportunity Brian E. McManus Began serving on the Smith Group Advisory Board in 2012. Work Experience: Anne Burnett & Charles D. Tandy Foundation 1983 1991 Portfolio Mana Bass Brothers Enterprises, Taylor & Co. 1991 1999 Portfolio Manager Q Investments 1999 2001 Portfolio Manager Bank Investments 2002 2003 - Consultant Westwood Holdings Group, Inc. 2003 2012 Dir. Research - Admin Chartered Financial Analyst 1974 Education and Degrees BSME - Rensselaer Polytechnic Institute MBA - Harvard University JD Suffolk University Director, The John G. and Marie Stella Kenedy Memorial Foundation Advisory Board Member, the Dallas/Fort Worth CFA Institute Director, Fort Worth Harvard Business School Club Chair, Harvard University Schools Committee, Fort Worth region Golf, tennis, volleyball
Chris Najork Began serving on the Smith Group Advisory Board in 2012. Work Experience: Republic National Bank of Dallas, 1968-1974, Securities Analyst, Portfo Permanent University Fund UT Austin, 1974-1979, Director of Research Republic Bank of Dallas, 1979-1989, Senior Portfolio Mgr. NFJ Investment Group, 1989-2008, Co-Founder & Managing Director Chartered Financial Analyst 1974 Education and Degrees BBA SMU 1967 MBA SMU 1968 Former Board Member DFW CFA Advisory Board Former Board Member Golf Club of Dallas Retired Enjoy golf, fishing, travel Luci Neumann Began serving on the Smith Group Advisory Board in 2010. Work Experience: Baylor Health Care System, 1987-1997, variety of staff and manageme Baylor Health Care System, 1997-2003, Director of Business Developm Baylor Institute for Rehabilitation, 2003-2007, President Integra Hospital Management, 2007-2008, COO Life in the Trinity Ministry, 2008-present, Executive Director Licensed Physical Therapist Education and Degrees BS in Physical Therapy, Texas Woman's University MBA, University of Texas at Dallas Board Member, My Treehouse Past chair of the Trustees and current at large member fo the Adminis Council, Cochran Chapel UMC Former board member of The Barnabas Journey, Dallas Surgical Associ North Texas Laundry Coop
John Peavy Began serving on the Smith Group Advisory Board in 2010. Work Experience: Variety of other Investment Positions 1970-1993 Founders Trust, 1993-2002 CIO Teachers Retirement System of Texas, 1999-2002 CIO Southern Methodist University, 2002-2006 Vaughn Rausch Professor of Cimarron Asset Management, 2006-2010 CEO/CIO Education and Degrees BBA, Southern Methodist University MBA, University of Pennsylvania's Wharton School Ph.D. in Finance, University of Texas Arlington Member CFA Institue and CFA Society of DFW Steve Summers Began serving on the Smith Group Advisory Board in 2007. Work Experience: Cardinal Investment Company, 1985-1989 Portfolio Manager Smith and Summers, 1995-2003 Co-Founder Discovery Management, 1989-2011 founder and CEO Education and Degrees BBA, Southern Methodist University MBA, Southern Methodist University