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T. Montgomery (Monty) Jones, CFA
Managing Partner, Chief Investment Officer
Investment responsibility – U.S. equities
FCM since 1987
Brown Brothers Harriman 1972-1986
MBA in finance – The Wharton School
BBA in accounting – University of Mississippi |
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David V. Lewis, CFA
Partner
Investment responsibility – fixed income
FCM since 1999
American Airlines 1990-1998
MBA – SMU
BBA in finance – University of Texas |
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Scott L. Miller, CFA
Partner
Investment responsibility – international equities
FCM since 1987
Brown Brothers Harriman 1985-1986
MBA in finance – The Wharton School
BA in economics – Vanderbilt University
Past President – CFA Society of Dallas/Ft Worth |
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Michael Wu, CFA
Partner
Investment responsibility – U.S. small growth companies and Greater China equities
FCM since 1995
MS in finance – Texas A&M University
BS in engineering – Tsinghua University |
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