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David S

Series 66

Houston, TX

Fayez Sarofim & Co.

David Searls III is a financial advisor at Fayez Sarofim & Co. with 16 years of industry experience. He has held his current position at Fayez Sarofim & Co. since 2012 and holds a Series 66 designation. Fayez Sarofim & Co. provides discretionary investment management to institutional and individual clients, including pension plans, endowments, foundations, and registered investment companies. The firm employs a predominantly bottom-up research process focused on large-cap, high-quality companies with multi-year investment horizons and offers a range of equity and fixed-income strategies while generally avoiding derivatives, leverage, short selling, and market timing.

Active portfolio management Concentrated stock management Retired
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Samuel D

CFA®, Series 63

Houston, TX

Fayez Sarofim & Co.

Samuel Dick is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Fayez Sarofim & Co. since 2004. He holds a Series 63 license and is based in Houston, TX. Fayez Sarofim & Co. is an SEC-registered investment adviser managing approximately $34.5 billion, serving institutions, retirement plans, endowments, corporations, and high net worth individuals. The firm focuses on bottom-up fundamental research with a multi-year investment horizon and offers a range of strategies emphasizing large-cap, liquid equities, with an approach that avoids derivatives, short-selling, and leverage.

Active portfolio management Concentrated stock management Retired
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Andrew Z

CFA®

Houston, TX

Fayez Sarofim & Co.

Andrew Ziccardi is a CFA® charterholder with eight years of experience at Fayez Sarofim & Co. and an additional eight years at Artisan Partners. He is based in Houston, TX. Fayez Sarofim & Co. is an SEC-registered investment adviser serving institutions, retirement plans, endowments, corporations, and high net worth individuals. The firm focuses on bottom-up fundamental research with a multi-year investment horizon, emphasizing large-cap, liquid equities and offering a range of equity and fixed income strategies.

Active portfolio management Concentrated stock management Retired
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Matthew A

CFA®

Houston, TX

Fayez Sarofim & Co.

Matthew Altenau is a CFA® charterholder and financial advisor at Fayez Sarofim & Co. in Houston, TX, with 12 years of industry experience. He has been with Fayez Sarofim & Co. since 2010. Fayez Sarofim & Co. is an SEC-registered investment adviser serving institutions, retirement plans, endowments, corporations, and high net worth individuals. The firm emphasizes bottom-up fundamental research and manages large-cap, liquid equity portfolios with a multi-year investment horizon, offering a range of equity and fixed income strategies tailored to institutional and qualified investors.

Active portfolio management Concentrated stock management Retired
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Nicholas Z

CFA®

Houston, TX

Fayez Sarofim & Co.

Nicholas Zdeblick is a CFA® charterholder with 14 years of industry experience. He has been with Fayez Sarofim & Co. since 2006. The firm provides discretionary investment management to institutional and individual clients, including pension plans, endowments, foundations, and registered investment companies. Fayez Sarofim & Co. employs a bottom-up research process focused on high-quality, large-cap companies and offers a range of equity and fixed-income strategies while generally avoiding derivatives, leverage, and market timing.

Active portfolio management Concentrated stock management Retired
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Hengzhe L

CFA®

Houston, TX

Fayez Sarofim & Co.

Hengzhe Li is a CFA® charterholder with five years of experience at Fayez Sarofim & Co. He previously held positions at Columbia University and Wells Fargo NA. He is based in Houston, TX. Fayez Sarofim & Co. provides discretionary investment management to institutional and individual clients, including pension plans, endowments, and mutual funds. The firm employs a bottom-up research process focused on large-cap, high-quality companies and offers a range of equity and fixed-income strategies, avoiding derivatives, leverage, and short selling.

Active portfolio management Concentrated stock management Retired
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Alan C

CFA®

Houston, TX

Fayez Sarofim & Co.

Alan Christensen is a CFA® charterholder with 15 years of experience in investment management. He has been with Sarofim International Management Company and its affiliated entities since 2010. Based in Houston, TX, his career has been focused within the Sarofim advisory group. Sarofim International Management Company provides discretionary investment management primarily to non-U.S. institutional clients, including pension plans, endowments, and insurance companies, while also serving corporations, small businesses, and individual accounts. The firm employs a bottom-up, committee-driven investment process emphasizing high-quality, large-cap multinational equities and capital preservation in fixed income, with portfolio management supported by shared research and operational resources across its affiliated advisory group.

Active portfolio management Concentrated stock management Retired
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Vernon P

CFA®, Series 63, Series 65

Houston, TX

Fayez Sarofim & Co.

Vernon Perry is a CFA® charterholder with 20 years of industry experience, currently serving at Sarofim International Management Co. in Houston, TX. He has worked at Fayez Sarofim & Co. since 2013. Sarofim International Management Company provides discretionary investment management primarily to non-U.S. institutional clients, including pension plans, retirement systems, endowments, and insurance companies, while also serving corporations, small businesses, and individual accounts. The firm emphasizes fundamental research and manages equity and fixed-income portfolios with a focus on capital preservation, low turnover, and a bottom-up investment process.

Active portfolio management Concentrated stock management Retired
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Anthony G

CFA®, Series 66

Houston, TX

Fayez Sarofim & Co.

Anthony Gracely is a CFA® charterholder with 19 years of industry experience, currently serving as an advisor at Fayez Sarofim & Co. since 2011. He holds the Series 66 designation and is based in Houston, TX. Fayez Sarofim & Co. provides discretionary investment management to institutional and individual clients, including pension plans, endowments, foundations, and registered investment companies. The firm employs a bottom-up research process focused on large-cap, high-quality companies and offers a range of equity and fixed-income strategies while generally avoiding derivatives, leverage, short selling, and market timing.

Active portfolio management Concentrated stock management Retired
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Daniel C

CFA®

Houston, TX

Fayez Sarofim & Co.

Daniel Connally is a CFA® charterholder with 20 years of experience at Fayez Sarofim & Co., where he has worked since 2006. He is based in Houston, TX. Fayez Sarofim & Co. is an SEC-registered investment adviser serving institutions, retirement plans, endowments, corporations, and high net worth individuals. The firm emphasizes bottom-up fundamental research with multi-year investment horizons and focuses on large-cap, liquid equities, offering a range of equity and fixed income strategies, sub-advisory services, and private placement opportunities.

Active portfolio management Concentrated stock management Retired
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Douglas A

CFA®

Houston, TX

Fayez Sarofim & Co.

Douglas Alder is a CFA® charterholder with 15 years of industry experience. He has been with Fayez Sarofim & Co. since 2002 and is currently affiliated with Sarofim International Management Company in Houston, TX. Sarofim International Management Company provides discretionary investment management primarily to non-U.S. institutional clients, including pension plans, endowments, and insurance companies, while also serving corporations and high-net-worth individuals. The firm employs a bottom-up investment process with an emphasis on high-quality, large-cap multinational equities and capital preservation in fixed income, managing portfolios with low turnover and committee oversight.

Active portfolio management Concentrated stock management Retired
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