MARKETING AND CLIENT SERVICES​

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Margaret M. Buescher, CFA, CIC, Portfolio Manager - Equity Investments
 

-Vice President and Director, Vaughan Nelson Trust Company
 

-36 years investment management and research experience
 

-B.A., Vanderbilt University, 1976, cum laude, Mathematics; Chartered Financial Analyst® designation; Chartered Investment Counselor designation
 

-Professional Background: Vaughan Nelson since 1994; Managing Director and Senior Portfolio Manager, Texas Commerce Investment Management Company, Houston (1980-1994); Investment Department, City National Bank, Austin (1976-1980)
 

-Affiliations, Current and Past:  Member, CFA Institute;  Treasurer, The Women’s Home, Houston; Treasurer, The Women’s Fund for H.E.R., Houston; President, The Women’s Fund for H.E.R. Foundation; Trustee, Mental Health Association of Greater Houston Area Foundation; Treasurer, Young Audiences of Houston
 

-Vaughan Nelson Responsibilities:  Portfolio Manager / Investment Strategist / Trust Company

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Scott J. Drysdale, Director, Institutional Relations

 

-29 years investment management and financial analysis experience
 

-B.A., Washington State University, 1975, Hotel and Restaurant Administration; M.B.A., University of Oregon, 1981
 

-Professional Background:  Vaughan Nelson since 2011;  Senior Client Portfolio Manager, Invesco (2008-2011); ManagingDirector, Institutional Research & Marketing, SMH Capital (2007-2008); President, Street Paladin LLC (2004-2007); SeniorPortfolio Manager, Columbia Management Company (1994-2004); Senior Portfolio Manager, First Interstate Bank (1987-1994); Vice President, Stock Analyst, Birr Wilson & Co. (1985-1987); Partner, Stock Analyst, Boettcher & Co. (1982-1985)
 

-Affiliations, Current and Past:  CFA Institute; Consumer Analysts Group of New York; the Hedge Fund Group; AmericanPetroleum Institute; Global Petroleum Forum; The Oil Council
 

-Vaughan Nelson Responsibilities:  Director, Institutional Relations







Mark E. Farrell, Director, Institutional Marketing​

Director, Private Client Services
Senior Vice President and Director, Vaughan Nelson Trust Company
 

-20 years investment and trust experience
 

-B.A., St. Edward’s University, 1990, summa cum laude, English, Alpha Chi National Academic Honors Society; M.B.A., St. Edward’s University, 1991
 

-Professional Background: Vaughan Nelson since 1999; Vice President, Chase Bank of Texas (1992-1999); Financial Analyst, Ameritrust (1991-1992)
 

-Affiliations, Current and Past:  Vice President and Director, St. Edward Catholic School; Executive Committee, Northwoods Catholic School; President, The Women’s Fund for Health Education and Research; Director, Young Audiences of Houston; Chairman, Texas Center for the Missing; Pastoral Council, St. Ignatius Loyola Parish; President, St. Edward’s University Houston Alumni Chapter; Junior Achievement of Southeast Texas; Houston Estate and Financial Forum; Houston Business and Estate Planning Council
 

-Vaughan Nelson Responsibilities:  Director of Institutional Marketing / Portfolio Manager / Trust Company

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​George C. Holewyne, Manager, Institutional Marketing

 

-25 years investment and financial services experience
 

-B.B.A., Sam Houston State University, 1987, Finance
 

-Professional Background:  Vaughan Nelson since 2000; Vice President, Compass Bank (1999-2000); Assistant Vice President, Bankers Trust Company (1995-1998); Financial Analyst, Texas Commerce Bank (1987-95)
 

-Vaughan Nelson Responsibilities:  Manager of Institutional Marketing / Performance Analytics









Cynthia G. Lones, Marketing and Communications Manager
 

-15 years investment and marketing experience
 

-B.A., University of Michigan, 1997, Economics
 

-Professional Background: Vaughan Nelson since 2005; Marketing Specialist, PlusFunds Group, Inc. (2004); Equity Research Assistant, UBS (2000-2004); Portfolio Assistant, Beutel, Goodman Capital Management (1997-2000)
 

-Vaughan Nelson Responsibilities:  Manager of External Marketing Distribution, RFPs and Databases  

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OPERATIONS

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Belinda Denn, Manager of Portfolio Operations
 

-34 years operations experience in investments and corporate reporting
 

-B.B.A., University of Texas, 1977, Management
 

-Professional Background: Vaughan Nelson since 1994; Equity Trader (1988-1992) / Quantitative Investment Systems &Reporting (1985-1988/1993), American General Corporation; Corporate Reporting, Scientific Design Co. (Texas Eastern Subsidiary), Houston (1978-1985)
 

-Professional Affiliations, Current and Past:  Board of Trustees, Congregation Brith Shalom
 

-Vaughan Nelson Responsibilities:  Manager of Portfolio Operations / Data Administrator







Richard B. Faig, CPA, Chief Compliance Officer/Director, Finance and Administration​

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-Vice President and Director, Vaughan Nelson Trust Company
 

-29 years public and industry accounting experience
 

-B.B.A., University of Texas, 1983, with Honors, Accounting; Certified Public Accountant
 

-Professional Background:  Vaughan Nelson since 1994; Chief Financial Officer, Massey Brothers (1992-1994); Audit Manager,Ernst & Young (1983-1992)
 

-Professional Affiliations, Current and Past:  Member, American Institute of Certified Public Accountants; Member, TexasSociety of Certified Public Accountants (Houston Chapter)
 

-Vaughan Nelson Responsibilities:  Compliance Officer / Finance / Administration / Trust Company

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​Susan H. Kern, Vice President, Vaughan Nelson Trust Company

 

-26 years trust operations experience
 

-Attended Texas A&M University
 

-Professional Background:  Vaughan Nelson since 2004; Vice President, JPMorgan Chase Trust Department (1984-2004); Texas American Bank (1982-1984)
 

-Professional Affiliations, Current and Past:  Member, Houston Humane Society; Member, Coastal Conservation Association
 

-Vaughan Nelson Responsibilities:  Manager of Trust Operations







Nathan E. Sloan, Director of Operations

Director, Vaughan Nelson Trust Company​

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-12 years operational and technical experience
 

-B.B.A., Texas A&M University, 2000
 

-Professional Background:  Vaughan Nelson since 2008; Hewlett-Packard / Compaq, Manager of Sales Programs, (2005-2008); Business Planning Manager, (2004-2005); Sales Information Manager, (2002-2004); Sales Information Manager - Team Lead,(2002)
 

-Vaughan Nelson Responsibilities:  Operational Management / Trust Company

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​Jay Wagner, Chief Information Officer

 

-17 years information technology experience
 

-B.B.A., Texas A&M University, 1994
 

-Professional Background:  Vaughan Nelson since 2006; Technical Analyst, Hewlett-Packard (2003-2006); Technical Lead,Accenture (2001-2003); Senior Consultant, Chevron (2000-2001); Senior Consultant, Kinder Morgan (2000); Senior Consultant, Equiva Services (1999-2000); Technology Consultant (1995-1996)
 

-Vaughan Nelson Responsibilities:  Technology and Systems Management