Fayez Sarofim & Co.

David Searls III is a financial advisor with Sarofim International Management Co in Houston, TX. He holds the Series 66 designation and has 15 years of industry experience, including 14 years at Fayez Sarofim & Co. Sarofim International Management Company provides discretionary investment management primarily to non-U.S. institutional clients, as well as corporations, small businesses, and individual accounts. The firm emphasizes fundamental research within an Investment Committee framework, focusing on high-quality multinational equities and capital-preservation fixed-income strategies, while also facilitating private placements and serving a diverse client base.

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.

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.

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.

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.

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.

Nicholas Zdeblick is a CFA® charterholder with 13 years of industry experience. He has been with Fayez Sarofim & Co. since 2006 and is currently affiliated with Sarofim International Management Co in Houston, TX. Sarofim International Management Company provides discretionary investment management primarily to non-U.S. institutional clients, including pension plans, retirement systems, and endowments, while also serving corporations, small businesses, and individual accounts. The firm employs a fundamental research-driven approach within an Investment Committee framework, focusing on high-quality, large-cap multinational equities and capital preservation in fixed income.

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.

Hengzhe Li is a CFA® charterholder currently with Sarofim Trust Co. in Houston, TX. He has five years of experience at Fayez Sarofim & Co. and prior work history at Wells Fargo NA and Columbia University. 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 process and manages separate-account equity strategies, fixed income, and balanced portfolios, with a focus on high-quality large-capitalization companies and tax efficiency.

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.

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.

Anthony Gracely is a CFA® charterholder with 18 years of industry experience. He has been with Fayez Sarofim & Co. since 2011. The firm serves a diverse client base including institutions, retirement plans, endowments, corporations, and high net worth individuals, offering separately managed accounts and sub-advisory services across equity and fixed income strategies. Fayez Sarofim & Co. employs a bottom-up fundamental research approach with a multi-year investment horizon, focusing on large-cap, liquid equities and constructing portfolios for low turnover and tax efficiency.

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.

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.