Investment Team

Terry McDaniel, CFA
Analyst/Portfolio Manager

Terry founded Terry McDaniel & Company in 1985, after a 20-year career with Wall Street firms. He received a B.A. in History from Texas A&M University in 1961 and served as an officer in the U.S. Army from 1961 to 1964. He is a member of the CFA Institute, the CFA Society of Austin and the Investment Adviser Association. He serves on the Board of Directors of the Austin YMCA and Catholic Charities of Central Texas.

Jeff Lucado, CFA, CIC
Research Director/Portfolio Manager

Jeff joined the firm in 1992. He received his B.B.A. in 1981 from the University of Texas and his M.B.A. in 1983 from the University of Texas’ McCombs School of Business. Before joining Terry McDaniel & Company, he was with Arthur Andersen Consulting, InterFirst Investment Management, NCNB Texas Asset Management and Team Bank. He is a member of the CFA Institute, and is a past-President of the CFA Society of Austin. Jeff serves on the Board of Directors of Western Hills Little League.

Ken Turlington, CFA
Analyst/Portfolio Manager

Ken joined the firm in 1999.  He received his B.A. in Economics from Duke University in 1984 and is a native of North Carolina. Ken began his investment career in 1984 and previously worked with J. Lee Peeler, Paine Webber, Texas First Securities, Ameritrust Texas Corporation, and the Texas Permanent School Fund. He is a member of the CFA Institute, the CFA Society of Austin and the Estate Planning Council of Central Texas.

John McDaniel, CFA
Analyst/Portfolio Manager

John joined the firm in 1998. He received a B.A. in Business from Austin College in 1995 and his M.B.A. from the Lowry Mays School of Business at Texas A&M University in 2000. From 1995 to 1998, he was with North Austin Medical Center in the information technology area. He is a member of the CFA Institute and the CFA Society of Austin. He previously served on the San Juan Diego Catholic High School Board of Directors where he was a Chair of the Finance Committee.

Meredith McDaniel, CFA
Analyst/Portfolio Manager

Meredith joined the firm in 1998. She received a B.A. in History with a minor in Chinese language from Georgetown University in 1996. She also studied at Chinese University of Hong Kong, National Chengchi University, and Peking University. She was awarded Georgetown University’s China Studies Fellowship in 1997. Prior to joining Terry McDaniel & Company, she interned with Eagle Global Advisors. She is a member of the CFA Institute and the CFA Society of Austin.  Meredith previously served on the Board of Directors of Partners in Parenting.

Kent Winegar, CFA
Analyst/Portfolio Manager

Kent joined the firm in 2006. He received a B.S. in Civil Engineering from Columbia University in 1999, his M.S. in Civil Engineering from the University of California, Berkeley in 2000, and his M.B.A. from the University of Texas’ McCombs School of Business in 2006. Prior to attending McCombs, he was a structural engineer in the New York office of Weidlinger Associates, Inc. He is a member of the CFA Institute and the CFA Society of Austin.