Scott Miller Small photoScott L. Miller, CFA

Principal

 

Scott Miller has more than 30 years of investment experience in equities and fixed income both in the United States and international markets.  Scott is a Chartered Financial Analyst (CFA) charterholder. 

 

The Chartered Financial Analyst (CFA) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals.  There are currently more than 120,000 CFA charterholders working in 150 countries. To earn the CFA charter, candidates must: 1) pass three sequential, six-hour examinations; 2) have at least four years of qualified professional investment experience; 3) join CFA Institute as members; and 4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.

 

He graduated cum laude with a Bachelor of Arts degree in Economics from Vanderbilt University and earned his Masters of Business Administration degree in Finance from The Wharton School of the University of Pennsylvania

 

He is a past president of the CFA Society of Dallas/Ft. Worth and the Wharton Alumni Club of Dallas/Ft. Worth. He is a member of the CFA Institute, CFA Society of Dallas/Ft. Worth, Council on Foreign Relations, Dallas Committee on Foreign Relations, The Dallas Assembly, and the World Affairs Council. He is actively involved in community affairs.

 

 

Michelle small photoMichelle Krick, CFA

Investment Analyst

 

Michelle Krick is an Investment Analyst with expertise in finance, strategy, and engineering.  Michelle is a Chartered Financial Analyst (CFA) charterholder. 

 

The Chartered Financial Analyst (CFA) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals.  There are currently more than 120,000 CFA charterholders working in 150 countries. To earn the CFA charter, candidates must: 1) pass three sequential, six-hour examinations; 2) have at least four years of qualified professional investment experience; 3) join CFA Institute as members; and 4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.

 

Her previous experience includes serving as a Finance Manager at American Airlines and Design Engineer at General Electric.  Her skills are in financial analysis, strategic planning, and competitive market analysis.

 

She graduated with highest distinction (top 3%) with a Bachelor of Science degree in Mechanical Engineering from Purdue University, received a Masters in Science degree in Aerospace Engineering from the University of Cincinnati, and earned her Masters of Business Administration degree in Finance from The Wharton School of the University of Pennsylvania.

 

 

SW2Shulei Wang

Investment Analyst

 

Shulei Wang is an Investment Analyst with experience in finance, strategy, and budget analysis.

 

Her previous experience includes serving as Project Finance Manager/Asset Manager and Financial Analyst at Tang Energy Group, Ltd. and Budget Analyst at Everlight Americas, Inc.  Her skills are in financial analysis, strategic planning, asset management, and budget analysis.

 

She graduated with a Bachelor of Arts degree in International Business from Tianjin Foreign Studies University in Tianjin, China and received her Masters of Business Administration degree in Finance from the Cox School of Business of Southern Methodist University (SMU).  She was the recipient of The Cox Distinguished MBA Scholars Award while at SMU.

 

 

Linda Jordanoff

Compliance Manager

 

Linda Jordanoff is a Compliance Manager with over 10 years experience in compliance.

 

Her previous experience includes serving as a Compliance Manager/Officer at Goldman Sachs Asset Management, Macquarie Bank, ABN Amro Asset Management and Prudential Portfolio Managers. 

 

She graduated with a Bachelor of Economics degree from Macquarie University and received a Masters of Finance from University of Technology Sydney, both in Sydney, Australia.