Leadership

Our firm was founded in AUGUST 1958 as an independent, employee-owned global investment manager dedicated to high-conviction, sustainable growth investing.
Our senior executives include Christopher Sarofim, our Chairman, who joined the firm in 1988; William (“Gentry”) Lee, Jr., our Chief Executive Officer and Chief Investment Officer, who joined the firm in 1998; and Alan Christensen, our President and Head of Investment Risk, who joined the firm in 2005. 
 

The firm utilizes a team approach to investing and the Investment Committee is the foundation of the group decision-making process. The committee, which is comprised of six senior executives, is responsible for portfolio structuring and all investment decisions. The committee directs and monitors internal research efforts and oversees the portfolio management function.

Additional key executives include Raye White, our Executive Vice President and Chief Compliance Officer; John Colucci, our Chief Operating Officer, who joined the firm in 2006; and Mitch Gibbons, our General Counsel and Chief Legal Officer, who joined the firm in 2021. We currently have 89 employees, including 21 investment professionals.

As an employee-owned company, we value stability, wisdom, patience and discipline when making investment decisions. Our investment team has an average of 23 years investment experience, including an average of 18 years with the firm.

As an employee-owned company, we value stability, wisdom, patience and discipline when making investment decisions.

investment professionals

Douglas Alder
Vice President
Matthew Altenau
Principal
Joe Bailey
Joe Bailey
Associate
Alan Christensen
Alan Christensen
President
Daniel Connally
Principal
Nell Copeland
Research Associate
Catherine Crain
Vice President
S.E. Cody Dick
Principal
Andrew Dickerman
Associate
Anthony Gracely
Principal
Phillip Greendyke
Associate
William Gentry Lee
CEO / CIO
Joe Li
Associate
George Masterson
Vice President
Lisa McEnery
Research Analyst
Vernon Perry
Principal / Director of Fixed Income / Director of Investment Risk
Reynaldo Reza
Senior Vice President
CHRISTOPHER SAROFIM
Christopher Sarofim
Chairman
DAVID SEARLS
David Searls
Vice President
CHARLES SHEEDY
Charles Sheedy
Senior Vice President
RAYE WHITE
Raye White
CCO / Executive Vice President
NICHOLAS ZDEBLICK
Nicholas Zdeblick
Principal
ANDREW ZICCARDI
Andrew Ziccardi
Principal
Douglas Alder
Vice President
Matthew Altenau
Principal
Joe Bailey
Joe Bailey
Associate
Alan Christensen
Alan Christensen
President
Daniel Connally
Principal
Nell Copeland
Research Associate
Catherine Crain
Vice President
S.E. Cody Dick
Principal
Andrew Dickerman
Associate
Anthony Gracely
Principal
Phillip Greendyke
Associate
William Gentry Lee
CEO / CIO
Joe Li
Associate
George Masterson
Vice President
Lisa McEnery
Research Analyst
Vernon Perry
Principal / Director of Fixed Income / Director of Investment Risk
Reynaldo Reza
Senior Vice President
CHRISTOPHER SAROFIM
Christopher Sarofim
Chairman
DAVID SEARLS
David Searls
Vice President
CHARLES SHEEDY
Charles Sheedy
Senior Vice President
RAYE WHITE
Raye White
CCO / Executive Vice President
NICHOLAS ZDEBLICK
Nicholas Zdeblick
Principal
ANDREW ZICCARDI
Andrew Ziccardi
Principal

Executive Management

JOHN COLUCCI
John Colucci
Chief Operating Officer
MITCH GIBBONS
Mitch Gibbons
General Counsel & Chief Legal Officer
Nancy Gilbert
Nancy Gilbert
Vice President, Human Resources
BILL HANNA
Bill Hanna
Vice President, Deputy Chief Compliance Officer & Information Security Officer
Clint Laechelin
Clint Laechelin
Vice President, Finance
JOHN COLUCCI
John Colucci
Chief Operating Officer
MITCH GIBBONS
Mitch Gibbons
General Counsel & Chief Legal Officer
Nancy Gilbert
Nancy Gilbert
Vice President, Human Resources
BILL HANNA
Bill Hanna
Vice President, Deputy Chief Compliance Officer & Information Security Officer
Clint Laechelin
Clint Laechelin
Vice President, Finance

Business professionals

WHITNEY BOGARDUS
Whitney Bogardus
Wrap Trade Administrator    
HANNAH DICKENS
Hannah Dickens
Research & Portfolio Support Analyst
Andrew Fetzner
Andrew Fetzner
Trader, Equities & Fixed Income
MARY GUTIERREZ
Mary Gutierrez
SMA Trading & Operations Manager
MARGARET LIU
Margaret Liu
Research & Portfolio Support Analyst
NAM NGUYEN
Nam Nguyen
Client Services & Marketing Analyst
ANGELA VATANKHA
Angela Vatankha
Research & Portfolio Support Analyst
WHITNEY BOGARDUS
Whitney Bogardus
Wrap Trade Administrator    
HANNAH DICKENS
Hannah Dickens
Research & Portfolio Support Analyst
Andrew Fetzner
Andrew Fetzner
Trader, Equities & Fixed Income
MARY GUTIERREZ
Mary Gutierrez
SMA Trading & Operations Manager
MARGARET LIU
Margaret Liu
Research & Portfolio Support Analyst
NAM NGUYEN
Nam Nguyen
Client Services & Marketing Analyst
ANGELA VATANKHA
Angela Vatankha
Research & Portfolio Support Analyst