Cathy joined the firm in 2014 and is responsible for the preparation of financial statements, capital statements, and special projects for the proprietary investment funds. She regularly communicates with clients to answer any questions and resolve any issues.
Prior to joining the firm, Cathy was the controller at FCC Finance in Dallas.
Meet More Team Members
Will Gray, CAIA
Portfolio Manager
Lisa Smiley, CPA
Director of Fund Operations
Randall Horton
Portfolio Manager
Stephen Howard
Director of Private Investments