Office Manager/Chief Compliance Officer
Dina joined the firm in 2014 after working in public education for 28 years. She earned her B.S. in Elementary Education from Pan American University and a M.Ed. in Educational Administration from the University of Texas.
Debbie joined the firm in 2002. She is in charge of trade settlement and the firm’s portfolio accounting systems. From 1974 to 2002, she raised three children and was an active school leader and volunteer.
Special Projects Manager
Kay joined the firm in 1996 after working for over 10 years as an executive assistant in Dallas, Texas. She uses her broad experience in the firm to work with the research and administrative teams on special projects.
Shannon joined the firm in 2018. She received a B.B.A from the University of Texas’ McCombs School of Business where she majored in Finance. She brings over 20 years of broad industry experience and is responsible for the company’s accounting and finances.
Lily joined the firm in 2014 after working in the restaurant industry for five years. She earned an Associate’s Degree in Culinary Arts from Austin’s Le Cordon Bleu College in 2012 and was certified as a Patisserie Chef by the same institution in 2014.