Fort Worth
J. Luther King, Jr., CFA, CIC
Principal, President, Portfolio Manager/Analyst
J. Luther King, Jr. is a Chartered Financial Analyst (CFA) and president and founder of Luther King Capital Management (LKCM). A Fort Worth native and graduate of Texas Christian University, he earned his Bachelor of Science in 1962 and his Master of Business Administration in 1966.
Bio
Scot C. Hollmann, CFA, CIC
Principal, Vice President, Portfolio Manager/Analyst
Scot C. Hollmann, CFA, CIC, is a Principal of LKCM. He joined the firm in 1983 as a consumer products analyst and currently serves as a portfolio manager. Mr. Hollmann graduated with a Bachelor of Business Administration and a Master of Business Administration from Texas Christian University.
Paul W. Greenwell
Principal, Vice President, Portfolio Manager/Analyst
Paul W. Greenwell is a Principal of LKCM. He joined the firm in 1983 and serves as a portfolio manager and the retail analyst. Prior to joining LKCM, Mr. Greenwell was a Senior Vice President in charge of Trust Investments for Austin National Bank, Senior Vice President, InterFirst/Austin, Trust Investment Officer for Hibernia National Bank and Senior Security Analyst/Trust Investment Officer for American Security & Trust Co. Mr. Greenwell graduated with a Bachelor of Science from the University of Missouri.
J. Bryan King, CFA
Principal, Vice President, Portfolio Manager/Analyst
J. Bryan King, CFA, is a Principal of LKCM. He joined the firm in 1994 and is a managing partner of LKCM Private Discipline Management, L.P., LKCM Capital Group and LKCM Headwater Investments. Mr. King graduated with a Bachelor of Arts in History from Princeton University and a Master of Business Administration from Harvard University Graduate School of Business. He started his career in finance as an intern for LKCM.
Gary G. Walsh, CFA, CPA
Principal, Vice President, Portfolio Manager/Analyst
Gary G. Walsh, CFA, CPA, is a Principal of LKCM. He joined the firm in 1994 and serves as a portfolio manager and the communication services analyst. Prior to joining LKCM, Mr. Walsh worked in corporate finance/mergers and acquisitions and served as an auditor for Arthur Andersen and he worked in corporate finance for Dexter Corporation. Mr. Walsh graduated with a Bachelor of Business Administration from Southern Methodist University and a Master of Business Administration from Texas Christian University.
Steven R. Purvis, CFA
Principal, Vice President, Portfolio Manager/Analyst
Steven R. Purvis, CFA, is a Principal of LKCM. He joined the firm in 1996 as Director of Research and currently serves as a portfolio manager with a primary focus on small cap and smid cap equity investment strategies. Prior to joining LKCM, Mr. Purvis served as a senior analyst at Roulston Research and Waddell & Reed. Mr. Purvis graduated with a Bachelor of Science in Business Administration from the University of Missouri and a Master of Business Administration from the University of Missouri-Kansas City.
Mark L. Johnson, CFA, CIC
Principal, Vice President, Portfolio Manager/Analyst
Mark L. Johnson, CFA, CIC, is a Principal of LKCM. He joined the firm in 2002 and serves as a portfolio manager and fixed income analyst. Prior to joining LKCM, Mr. Johnson was a Principal and portfolio manager at GSB Investment Management, Chief Investment Officer at Mtrust Fort Worth and was a Credit Loan Review Officer at First National Bank of Fort Worth. Mr. Johnson graduated with a Bachelor of Arts from Duke University.
Mason D. King, CFA
Principal, Vice President, Portfolio Manager/Analyst
Mason D. King, CFA, is a Principal of LKCM. He joined the firm in 2004 and serves as a portfolio manager and equity analyst. Prior to joining LKCM, Mr. King was an equity analyst at Hester Capital Management and a private equity investment analyst at Pacesetter Capital Group and Crates Thompson Capital. Mr. King graduated with a Bachelor of Arts in English Literature from Princeton University and a Master of Business Administration from the University of Texas at Austin, and also completed the TCU Ranch Management Program. He began his career in finance as an intern for LKCM.
Joan M. Maynard
Principal, Vice President, Portfolio Manager/Analyst
Joan M. Maynard is a Principal of LKCM. She joined the firm in 1986 and serves as a portfolio manager and fixed income analyst. Prior to joining LKCM, Ms. Maynard was an Investment Analyst for SFD Enterprises. Ms. Maynard graduated with a Bachelor of Business Administration from the University of Texas at San Antonio and a Master of Business Administration from Texas Christian University.
Jonathan B. Deweese, CFA
Principal, Vice President, Portfolio Manager/Analyst
Jonathan B. Deweese, CFA, is a Principal of LKCM. He joined the firm in 2003 and serves as a portfolio manager and the industrials analyst. Prior to joining LKCM, Mr. Deweese was an equity analyst at Hester Capital Management, and a senior financial analyst at Mercer Capital Management. Mr. Deweese graduated with a Bachelor of Science from the University of Arkansas and a Master of Business Administration from the University of Texas at Austin.
James J. Kerrigan, CFA
Vice President, Analyst
James J. Kerrigan, CFA, joined LKCM in 1996 and serves as the healthcare analyst. Prior to joining LKCM, Mr. Kerrigan was an equity analyst at Trusco Capital Management and South Trust Bank of Alabama. Mr. Kerrigan graduated cum laude with a Bachelor of Science in Finance and Management from the University of Alabama at Birmingham.
Alan D. Marshall
Vice President, Equity Trader
Alan D. Marshall joined LKCM in 1998 and serves as Head Equity Trader. Prior to joining LKCM, Mr. Marshall was an institutional sales trader at Stephens. Mr. Marshall graduated with a Bachelor of Science from the University of Arkansas.
R. Todd Truitt, CFA
Vice President, Portfolio Manager/Analyst
R. Todd Truitt, CFA, joined LKCM in 2001 and serves as a portfolio manager and the consumer discretionary analyst. Prior to joining LKCM, Mr. Truitt was an equity analyst for Street Advisor. Mr. Truitt graduated with a Bachelor of Business Administration in Finance from Texas Christian University and a Master of Business Administration from Northwestern University’s Kellogg School of Management. Mr. Truitt began his career in finance as an intern for LKCM.
Michael C. Yeager, CFA, CPA
Vice President, Director of Research, Portfolio Manager/Analyst
Michael C. Yeager, CFA, CPA, joined LKCM in 2001 and serves as Director of Research, a portfolio manager and a financials analyst. Prior to joining LKCM, Mr. Yeager was a partner at Paradigm Capital Corporation, a manager at Arthur Andersen and an accountant at Union Pacific Resources. Mr. Yeager graduated with a Bachelor of Business Administration and a Master of Business Administration from Texas Christian University.
Vernon A. Lamb
Vice President, Equity Trader
Vernon A. Lamb joined LKCM in 2002 and serves as an equity trader. Prior to joining LKCM, Mr. Lamb served as an analyst and trader at Bratton Capital Management. Mr. Lamb graduated with a Bachelor of Science in Business Administration from the University of Nebraska-Lincoln and a Master of Business Administration from Texas Christian University, where he held the LKCM Fellowship and worked as an intern for LKCM.
David M. Lehmann, CFA
Vice President, Portfolio Manager/Analyst
David M. Lehmann, CFA, joined LKCM in 2003 and serves as a portfolio manager and the technology analyst. Prior to joining LKCM, Mr. Lehmann covered technology as a senior equity analyst at Lehman Brothers and was a research associate at Salomon Smith Barney. Mr. Lehmann graduated with a Bachelor of Science from the University of Oklahoma and a Master of Business Administration from Southern Methodist University.
Benjamin M. Cowan, CFA
Vice President, Analyst
Benjamin M. Cowan, CFA, joined LKCM in 2005 and serves the materials analyst. Prior to joining LKCM, Mr. Cowan was an energy analyst in corporate finance for Bear Stearns. Mr. Cowan graduated summa cum laude with a Bachelor of Business Administration in Finance and Accounting from Texas Christian University. He began his career in finance as an intern for LKCM.
James A. Lavish, CFA
Risk Management
James A. Lavish, CFA, joined LKCM in 2006 and serves as Chief Operating Officer of LKCM Private Discipline Management, L.P. Prior to joining LKCM, Mr. Lavish was the co-founder and a managing partner of Ranger Arbitrage, Head Arbitrage Trader and Officer of the Compliance Committee for Carlson Capital, Vice President and Risk Arbitrage Trader for Tribeca Investments, worked on the floor of the New York Stock Exchange and the domestic proprietary desk, and international ADR arbitrage desk of S.G. Warburg. Mr. Lavish graduated with a Bachelor of Arts in Political Science from Yale University.
Andrew D. Zacharias, CFA
Private Equity Manager/Analyst
Andrew D. Zacharias, CFA, is a Principal of LKCM Private Discipline Management, L.P and LKCM Headwater Investments. He joined the firm in 2005 and serves as a Private Equity Manager. Prior to joining LKCM, Mr. Zacharias served as a Vice President for Pacesetter Capital Group, Chief Financial Officer and Chief Operating Officer for Street Advisor and worked in the Corporate Finance Group at Bear Stearns. Mr. Zacharias graduated magna cum laude with a Bachelor of Business Administration in Finance and Accounting from Texas Christian University and a Master of Business Administration and a Master of Engineering Management from Northwestern University’s Kellogg School of Management. He started his career in finance as an intern for LKCM.
M. Bradley Wallace, CFA
Private Equity Manager/Analyst
M. Bradley Wallace, CFA, is a Principal of LKCM Private Discipline Management, L.P. and LKCM Headwater Investments. He joined the firm in 2006 and serves as a Private Equity Manager. Prior to joining LKCM, Mr. Wallace served as Chief Financial Officer for BTWW Retail, Principal and portfolio manager for KBK Capital, and served as interim Chief Executive Officer for Jardine Foods. Mr. Wallace graduated with a Bachelor of Business Administration and a Master of Business Administration, with the honor of Top Scholar, from Texas Christian University.
Michael D. Bornitz, CFA, CPA
Private Equity Analyst
Michael D. Bornitz, CFA, CPA, joined LKCM in 2010 and is a Principal of LKCM Headwater Investments and a special projects analyst with LKCM Private Discipline Management, L.P. Prior to joining LKCM, Mr. Bornitz served as the Chief Financial Officer for the LKCM Radio Group, and as both a Senior Associate in the Transaction Advisor Group and an Audit Senior while at Ernst & Young. Mr. Bornitz graduated magna cum laude with a Bachelor of Business Administration in Finance and Accounting and a Master of Accounting from Texas Christian University.
Kimberly A. Carter, CFP®
Private Equity Analyst
Kimberly A. Carter, CFP®, joined LKCM in 2010 and is a Vice President with LKCM Headwater Investments. Additionally, she serves as the Public and Private Equity Coordinator and Analytical Support for LKCM Capital Group and LKCM Headwater Investments. Prior to joining LKCM, Ms. Carter was a Business Ventures Senior Associate with Lockheed Martin Aeronautics and a graduate of the Financial Leadership Development Program. Ms. Carter graduated summa cum laude and Phi Beta Kappa with a Bachelor of Business Administration in Finance from Texas Christian University and a Master of Management from the University of Phoenix.
Leslie R. Keathley, CPA
Vice President, Investment Partnership Administrator
Leslie R. Keathley, CPA, joined LKCM in 2010 and serves as the Investment Partnership Administrator. Prior to joining LKCM, Ms. Keathley served as a Senior Audit Associate and an Audit Associate for KPMG, LLP. Ms. Keathley graduated summa cum laude with a Bachelor of Business Administration and a Master of Accounting from Abilene Christian University.
C. Brett Scarbrough, CFA, CPA
Vice President, Analyst
C. Brett Scarbrough, CFA, CPA, joined LKCM in 2011 and serves as a micro, small and smid-cap analyst. Prior to joining LKCM, Mr. Scarbrough was an oil and gas investment banking financial analyst at Credit Suisse and a financial and operational analyst at Rawson, L.P. Mr. Scarbrough completed a general course at the London School of Economics. He graduated with a Bachelor of Arts in Mathematical Economic Analysis from Rice University, a Master of Professional Accounting from the University of Texas McCombs School of Business and a Master of Business Administration from the University of Chicago Booth School of Business. He began his career in finance as an intern for LKCM.
Brittny G. Allred, CFA
Vice President, Portfolio Manager/Analyst
Brittny G. Allred, CFA, joined LKCM in 2013 and serves as a portfolio manager and the consumer staples analyst. Prior to joining LKCM, Ms. Allred was an equity research associate for Stephens, Inc. in Dallas and an investment banking analyst for J.P. Morgan Securities in Dallas. Ms. Allred graduated with a Bachelor of Business Administration in Finance and Bachelor of Science in Economics from Southern Methodist University and a Master of Business Administration from the University of Texas at Austin.
Joel D. Stewart
Private Equity Analyst
Joel D. Stewart joined LKCM in 2013 and is a Vice President with LKCM Headwater Investments. Prior to joining LKCM, Mr. Stewart was a Vice President at The Presidio Group in San Francisco, a Principal of 6Pacific Partners, a boutique merchant bank, and an investment banker at JP Morgan. Mr. Stewart graduated with a Bachelor of Business Administration in Finance and Economics from Baylor University and a Master of Business Administration from the University of Texas at Austin.
Alexander M. Morris
Vice President, Analyst
Alexander M. Morris joined LKCM in 2013 and serves as an energy analyst. Prior to joining LKCM, Mr. Morris was a senior equity research associate with Raymond James in Houston and an analyst at Greenfield Seitz Capital Management in Dallas. Mr. Morris studied international finance and economics at Oxford University and graduated summa cum laude with a Bachelor of Business Administration from Texas Christian University and a Master of Business Administration from Southern Methodist University.
Jonathon B. Miller, CFA
Private Equity Analyst
Jonathon B. Miller, CFA, joined LKCM in 2013 and is a Vice President with LKCM Headwater Investments. Prior to joining LKCM, Mr. Miller was responsible for turnaround operations at Renovo Capital in Dallas, a portfolio manager and analyst for NFJ Investment Group in Dallas and Senior Design Engineer at Texas Instruments. Mr. Miller graduated with highest honors with a Bachelor of Science from the University of Texas at Austin and a Master of Business Administration from Columbia Business School in New York.
J. Scott Rochelli, CFA
Vice President, Analyst
J. Scott Rochelli, CFA, joined LKCM in 2014 and serves as a small cap analyst. Prior to joining LKCM, Mr. Rochelli was a senior financial analyst and an associate manager for Pepsico, a portfolio manager and trader for MBA Investment Fund LLC, a research analyst for Bares Capital and a financial analyst for Pleasant Lake Partners. Mr. Rochelli graduated with a Bachelor of Business Administration in Finance from Southern Methodist University and a Master of Business Administration from the University of Texas at Austin.
Daniel C. Downes, CFA, CPA
Vice President, Analyst
Daniel C. Downes, CFA, CPA, joined LKCM in 2014 and serves as a multi-cap analyst. Prior to joining LKCM, Mr. Downes was a senior analyst and portfolio manager for B.C. Holdings, Inc., a senior analyst for Ardsley Partners, a senior analyst and junior portfolio manager for Millennium Partners, LP, and an equity analyst for York Capital Management. Mr. Downes graduated with a Bachelor of Science in Finance from Miami University and a Master of Business Administration from the University of Pennsylvania’s Wharton School of Business.
Robert R. Avery, CFA
Private Equity Analyst
Robert R. Avery, CFA, joined LKCM in 2014 and serves as a Vice President of LKCM Headwater Investments. Prior to rejoining LKCM, Mr. Avery was a senior associate for The Riverside Company, a senior manager for Eaton Corporation, and a Gas Control and Gas Processing Analyst for Exxon Mobil Corporation. Mr. Avery graduated with highest honors with a Bachelor of Science in Chemical Engineering from the University of Texas at Austin and a Master of Business Administration from Northwestern University’s Kellogg School of Management.
Rick J. Settle, CFA
Private Equity Analyst
Rick J. Settle, CFA, joined LKCM in 2014 and serves as an associate for LKCM Headwater Investments. Prior to joining LKCM, Mr. Settle was a financial analyst for Citigroup and a student research analyst for Tudor, Pickering, Holt & Co., LLC. He graduated with a Bachelor of Business Administration in Finance and Entrepreneurial Management from Texas Christian University. Mr. Settle once served as an intern for LKCM.
Scott F. Oman
Private Equity Analyst
Scott F. Oman joined LKCM in 2019 and serves as a senior associate for LKCM Headwater Investments. Prior to joining LKCM, Mr. Oman was an investment banking analyst for Bank of America Merrill Lynch and a senior associate in corporate private equity for Hudson Americas. He graduated with a Bachelor of Business Administration in Finance and a Bachelor of Arts in History from Southern Methodist University.
Davis K. Miller
Private Equity Analyst
Davis K. Miller joined LKCM in 2020 and serves as a senior associate for LKCM Headwater Investments. Prior to joining LKCM, Mr. Miller was an acquisitions associate for River City Corp, a senior associate for Blue Sage Capital and an investment banking analyst for Barclays. Mr. Miller graduated with a Bachelor of Business Administration in Finance from University of Texas at Austin and a Master of Business Administration from University of Virginia Darden School of Business.
Austin
I. Craig Hester, CFA, CIC
Principal, Vice President, Portfolio Manager
I. Craig Hester, CFA, CIC, is a Principal of LKCM. He joined the firm in 2012 and serves as a portfolio manager. Prior to joining LKCM, Mr. Hester was the Chairman, Chief Executive Officer, Chief Investment Officer, Director and portfolio manager of Hester Capital Management in Austin. He served as Director of Regional Asset Management for InterFirst Investment Management, Chief Investment Officer of the Texas Municipal Retirement System, Assistant Vice President and Trust Officer for Republic National Bank Dallas and senior analyst for the Teachers Retirement System of Texas. Mr. Hester graduated with a Bachelor of Business Administration and a Master of Business Administration in Finance from the University of Texas at Austin.
John E. Gunthorp, CFA, CIC
Vice President, Portfolio Manager
John E. Gunthorp, CFA, CIC, joined LKCM in 2012 and serves as a portfolio manager. Prior to joining LKCM, Mr. Gunthorp served as Executive Vice President, Chief Equity Strategist and portfolio manager for Hester Capital Management in Austin and Investment Vice President and portfolio manager for American Capital Asset Management in Houston. In addition, he served as equity portfolio manager and securities analyst for the State Teachers Retirement System of Ohio and portfolio manager for City Bank & Trust, Columbus. Mr. Gunthorp graduated with a Bachelor of Arts from Adrian College in Michigan and a Master of Business Administration from Indiana University.
Scott A. Neuendorf, CFA
Vice President, Portfolio Manager
Scott A. Neuendorf, CFA, joined LKCM in 2012 and serves as a portfolio manager. Prior to joining LKCM, Mr. Neuendorf served as Vice President and portfolio manager for Hester Capital Management in Austin, Energy Trading Associate at Williams Energy Marketing and Trading in Tulsa and as a senior corporate analyst at Comerica Bank in Dallas. Mr. Neuendorf graduated with a Bachelor of Business Administration in Finance and Accounting with Special Distinction from the University of Oklahoma and a Master of Business Administration in Finance from the University of Texas at Austin.
Jeremy A. Blackman, CFA
Vice President, Portfolio Manager
Jeremy A. Blackman, CFA, joined LKCM in 2012 and serves as a portfolio manager. Prior to joining LKCM, Mr. Blackman was a Vice President and portfolio manager for Hester Capital Management in Austin, senior analyst for Townsend Frew & Co. and an analyst for Harris Williams & Co. Mr. Blackman graduated with a Bachelor of Arts in Finance and Political Science from the University of Richmond and a Master of Business Administration from the University of Texas at Austin.
David D. May, CFA
Vice President, Private Client Services
David D. May, CFA, rejoined LKCM in 2013 and serves in Private Client Services. Prior to rejoining LKCM, he was the co-founder and portfolio manager of Third Coast Capital Management in Austin, co-founder and managing partner of Ridgecrest Partners, a New York City-based hedge fund, and a Partner at Ardsley Partners where he served as an analyst and a portfolio manager. Prior to this, Mr. May was a Vice President at Luther King Capital Management. During his previous time with LKCM, he served as an analyst and a portfolio manager. Mr. May graduated with a Bachelor of Business Administration and a Master of Business Administration from Texas Christian University.
San Antonio
Mark M. Johnson, Jr.
Private Client Services
Mark M. Johnson, Jr. joined LKCM in 2011 and serves in Private Client Services. Prior to joining LKCM, Mr. Johnson was a Principal and Co-Managing Director of South Texas Money Management, Ltd. in San Antonio, a senior investment advisor and portfolio manager with Austin, Calvert & Flavin, Inc., and financial consultant with Smith Barney. Mr. Johnson graduated with a Bachelor of Arts in Political Science from Texas Tech University.
Tobin R. Calvert
Private Client Services
Tobin R. Calvert joined LKCM in 2011 and serves in Private Client Services. Prior to joining LKCM, Mr. Calvert was a Principal and Co-Managing Director for South Texas Money Management, Ltd. in San Antonio, a senior investment advisor, portfolio manager and research analyst with Austin, Calvert & Flavin, Inc., and a portfolio manager, research analyst and equity mutual fund co-manager for Davis, Skaggs Investment Management. In addition, he was a research analyst and retail securities broker for Smith Barney and worked in equity research sales for Donaldson, Lufkin & Jenrette Securities Corp. Mr. Calvert graduated with a Bachelor of Science, College of Natural Science, and a Master of Business Administration from the University of Texas at Austin.
Richard M. Kleberg, IV
Private Client Services
Richard M. Kleberg, IV joined LKCM in 2011 and serves in Private Client Services. Prior to joining LKCM, Mr. Kleberg was a Principal and Senior Investment Advisor of South Texas Money Management, Ltd. in San Antonio, and served as Director of Research, Director of Leasing & Marketing and an acquisitions and sales associate at Emerson Partners, Inc. Mr. Kleberg studied at University College, Oxford University and graduated with a Bachelor of Arts in History and Latin American Studies from Southern Methodist University.
Frederick B. Labatt, CFA
Portfolio Manager
Frederick B. Labatt, CFA, joined LKCM in 2012 and serves as a portfolio manager. Prior to joining LKCM, Mr. Labatt served as Director of Equity Research, senior analyst for the Energy and Materials sectors and co-manager for a large capitalization growth fund at South Texas Money Management, Ltd. in San Antonio. In addition, he served as Director of Research, portfolio manager and analyst for Hester Capital Management and Partner of Glass Management in Austin, Director of Research for Austin, Calvert & Flavin, Inc. and Vice President and Director of Research for Frost National Bank. Mr. Labatt graduated with a Bachelor of Arts in History from Vanderbilt University and a Master of Business Administration from the University of Texas at Austin.
Dallas
David L. Dowler
Principal, Vice President, Portfolio Manager/Analyst
David L. Dowler is a Principal of LKCM. He joined the firm in 1986 and serves as a portfolio manager and an energy analyst. Prior to joining LKCM, Mr. Dowler was a Vice President for Madison Resources and Assistant Director of Investments for Mutual Life Insurance Company of New York. Mr. Dowler graduated with a Bachelor of Arts from Washington and Lee University and a Master of Business Administration from the University of Texas at Austin.
Gary G. Walsh, CFA, CPA
Principal, Vice President, Portfolio Manager/Analyst
Gary G. Walsh, CFA, CPA, is a Principal of LKCM. He joined the firm in 1994 and serves as a portfolio manager and the communication services analyst. Prior to joining LKCM, Mr. Walsh worked in corporate finance/mergers and acquisitions and served as an auditor for Arthur Andersen and he worked in corporate finance for Dexter Corporation. Mr. Walsh graduated with a Bachelor of Business Administration from Southern Methodist University and a Master of Business Administration from Texas Christian University.
Brittny G. Allred, CFA
Vice President, Portfolio Manager/Analyst
Brittny G. Allred, CFA, joined LKCM in 2013 and serves as a portfolio manager and the consumer staples analyst. Prior to joining LKCM, Ms. Allred was an equity research associate for Stephens, Inc. in Dallas and an investment banking analyst for J.P. Morgan Securities in Dallas. Ms. Allred graduated with a Bachelor of Business Administration in Finance and Bachelor of Science in Economics from Southern Methodist University and a Master of Business Administration from the University of Texas at Austin.
Alan A. Ives, CFA
Private Client Advisor
Alan A. Ives, CFA, joined LKCM in 2015 and serves as a Private Client Advisor. Prior to joining LKCM, he was a Senior Vice President and Client Advisor at Texas Capital Bank, a valuation analyst at HBK Capital Management, a staff accountant and an intern at Ernst & Young, LLP and an intern at Whitehorse Capital Partners, L.P. Mr. Ives graduated with a Bachelor of Business Administration and a Master of Accounting from Southern Methodist University.