Catherine Crain is a CFA® charterholder and holds a Series 65 license with 28 years of industry experience. She has been with Fayez Sarofim & Co. and its affiliated entities since 2003, including Sarofim International Management Company, Sarofim Advisors Group, Inc., and Sarofim Trust Co. since 2010. Fayez Sarofim & Co. is an SEC-registered investment adviser serving institutions, retirement plans, endowments, foundations, corporations, and high net worth individuals. The firm employs a bottom-up fundamental research approach focused on large-cap, liquid equities with a multi-year investment horizon, offering a range of strategies including equity and fixed income solutions, sub-advisory services, and private placements.

Raye White is a CIC-designated financial advisor with 65 years of industry experience. He has worked with Sarofim International Management Company since 1996 and has held roles at several affiliated Sarofim entities dating back to 1958. Sarofim International Management Company provides discretionary investment management primarily to non-U.S. institutional clients such as pension plans, endowments, and insurance companies, while also serving corporations, small businesses, and individual accounts. The firm emphasizes fundamental research and a bottom-up investment process focusing on high-quality, large-cap multinational stocks and capital preservation in fixed income, managing portfolios with low turnover under an Investment Committee framework.

Christopher Sarofim is a Series 65-licensed financial advisor at Sarofim Trust Co. in Houston, TX, with 28 years of industry experience. He has worked with Fayez Sarofim & Co., Sarofim International Management Company, Sarofim Trust Co., and Sarofim Advisors Group, Inc. since 2010. Sarofim Trust Co. is a Texas-chartered trust company and SEC-registered investment adviser serving institutional and private clients such as pension and profit-sharing plans, endowments, foundations, corporations, charitable organizations, banks, trusts, and high-net-worth individuals. The firm employs a predominantly bottom-up, fundamental research process with a focus on high-quality large-capitalization companies and offers discretionary investment management, trustee, custodial services, and access to private placements.

William Lee, Jr. is a CFA® charterholder with 25 years of experience in the investment industry. He has worked at Sarofim Trust Co. and its affiliated entities, including Sarofim Realty Advisors Co., Fayez Sarofim & Co., Sarofim International Management Company, and Sarofim Advisors Group, Inc., since 2010. Sarofim Trust Co. is a Texas-chartered trust company and SEC-registered investment adviser that provides discretionary investment management, trustee, and custodial services to institutional and private clients, including pension plans, endowments, corporations, charitable organizations, and high-net-worth individuals. The firm uses a bottom-up, fundamental research approach with a focus on high-quality large-cap stocks and emphasizes low turnover, tax efficiency, and fiduciary trust responsibilities.

Reynaldo Reza is a CFA® charterholder with 25 years of industry experience, currently serving at Sarofim Trust Co. since 2010. He has also held roles within Sarofim International Management Company, Sarofim Advisors Group, Inc., and Fayez Sarofim & Co. during his career. Sarofim Trust Co. is a Texas-chartered trust company and SEC-registered investment adviser providing discretionary investment management, trustee, and custodial services to institutional and private clients. The firm employs a bottom-up, fundamental research approach focused on high-quality large-capitalization companies, serving a diverse clientele that includes pension plans, endowments, charitable organizations, and high-net-worth individuals.