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Doug was a Senior Vice President, Portfolio Manager and Co-Chair of the
Investment Committee at NM Capital Management in Albuquerque where he worked for
over 7 years. Prior to NM Capital, he worked for 5 years as a Vice President and
Portfolio Manager for Redfern Capital Management. Doug has experience in the
areas of securities analysis, portfolio management, financial planning, and
business operations. Doug has 28 years of investment experience, a Master's
degree in Business Administration and is a CFA® Charterholder. Doug is a member
of the CFA Institute
and the New Mexico Society of Financial Analysts.
Clayton has 14 years of experience investing in value stocks. He managed the
Large Cap Value fund for the First National Bank of
Omaha for two years, where he restored performance to a top quartile ranking
among the fund peer group. Prior to working with FNBO, he worked for NM Capital
Management as a Securities Analyst. Clayton also worked for four years as an Analyst
for Montgomery Asset Management in San Francisco. He has extensive experience in
securities analysis and portfolio management. Clayton earned a degree in Finance
and is a CFA Charterholder. Clayton is a member of the CFA Institute and the New Mexico
Society of Financial Analysts. |