Lisa Kahn-Smith

Lisa Kahn-Smith

Chief Compliance Officer,
Director of Operations

210.805.1180

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Amaury de Barros Conti

Amaury de Barros Conti

Director of Research and Strategy

210.930.9409

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Elizabeth F. Crawford

Elizabeth F. Crawford

Managing Director, Investment Advisor

210.930.9407

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W. David Dale

W. David Dale

Information Technology Director

210.930.9423

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Kate K. Hall

Kate K. Hall, CIMA®

Director of Due Diligence

713.522.3005

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Edward A. Hart

Edward A. Hart

Managing Director, Investment Advisor

210.930.9498

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Tara D. Maxwell

Tara D. Maxwell

Managing Director,
Client Service & Human Resources

210.805.1181

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J. Stanley Stevenson

J. Stanley Stevenson

Managing Director, Investment Advisor

214.347.4376

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