Terry McDaniel founded Terry McDaniel & Company in 1985. He received his B.A. in History from Texas A&M University in 1961 and served as an officer in the U.S. Army from 1961-1964. From 1964-1985 he was with Channing Company, Paine Webber, Spencer Trask & Co., and Rotan Mosle. He is a member of the CFA Institute, the CFA Society of Austin, the Austin Investment Association, and the Investment Counsel Association of America. He also serves on the Austin YMCA Board of Directors.
Jeff Lucado manages the company's securities trading and analyzes equity investments in the capital goods industry. He 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, the Austin Investment Association, and is past-President of the CFA Society of Austin. Jeff also serves on the Western Hills Little League Board of Directors and has coached numerous Little League baseball and softball teams over the years.
Ken Turlington, CFA - Research Director/
Portfolio Manager
Ken Turlington oversees the company's
research operations, within which he closely follows the consumer and
financial industries. He joined the firm in 1999. He received his B.A.
in Economics from Duke University in 1984 and is a native of North Carolina.
From 1984 to 1999, he was 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. Ken also enjoys volunteering
for his church, children's school activities, youth sports, and his college
alumni club.
John McDaniel is responsible for equity investments in the technology industry. He joined the firm in 1998. He received a B.A. in Business from Austin College in 1995 and a 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 and serves on the San Juan Diego Catholic High School Board of Directors where he is Chair of the Finance Committee. John is also a member of the Board of Trustees at KMFA classical radio.
Meredith McDaniel is responsible for selecting equity investments in the healthcare industry. She 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.
Iulia Cole is responsible for selecting equity investments in the oil and gas/energy area. She joined the firm in 2002. She is a native of Moscow, Russia and received her M.S. in Applied Mathematics from Moscow State University in 1993. She then did post-graduate work at the London School of Economics and Political Science. Prior to joining Terry McDaniel & Company, she was with Istok Trading Company, Rutgers University, KPMG Corporate Finance, and Broadwing Communication Services. She has completed Level I of the CFA examination. Iulia is also Treasurer for the Russian Orthodox Church in Austin.
Kent Winegar is responsible for selecting equity investments in the transportation industry. He joined the firm in 2006. He received a B.S. in Civil Engineering from Columbia University in 1999, a M.S. in Civil Engineering from UC-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 registered Professional Engineer in the State of New York and a CFA Level I candidate. He is a member of the CFA Institute and the CFA Society of Austin.
Linda Stoeltje handles all of the company's accounting and finances. She joined the firm in 1994. From 1966-1994, she was with Suburban Trust Company, Endicott Johnson Shoe Manufacturing Co., and the Mental Health Association in Texas.
Kay Bryan is the firm's office manager and Chief Compliance Officer. She joined Terry McDaniel & Company in 1996 after working for over 10 years as an executive assistant for Allison & Associates and Metroplex Emergency Physician Associates in Dallas, Texas. She is a Certified Professional Secretary and is an active member of the Capital Chapter of the International Association of Administrative Professionals.
Diane Post manages client services for Terry McDaniel & Company and has a background in trust law and estate planning. She joined the firm in 1999 after a 30-year career in the Trust Department with Bank of America. She received her B.B.A. from Baylor University in 1968. She is a member of the Estate Planning Council of Central Texas and serves on the Austin Chamber Music Center's Advisory Council.
Debbie Sosebee - Operations Assistant
Debbie Sosebee is the firm's operations manager. She joined the firm in 2002. From 1974 to 2002, she raised three children and was an active school leader and volunteer.
