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Investment Professionals
Each of the Brazos Funds is managed by a team of seasoned portfolio managers, who also function as research intensive analysts. This team approach allows the manager to put their best ideas in each of the Funds. Unlike a star approach where one portfolio manager is solely responsible for a client?s portfolio, the Funds? ?team approach? results in the constant interaction and contribution of the entire team of portfolio managers. No action is taken until the team has had an opportunity to scrutinize the potential investment. Currently, the team of portfolio managers has an average of 19 years investment experience.

Investment Professionals Team

Michael S. Allocco, CMT

Mike Allocco is a native of Chatham, New Jersey, a suburb of New York City. In addition, he has lived in Tampa, Chicago, Minneapolis and Boston. Mike received a B.A. in Management with a concentration in Information Systems from the University of South Florida. He received an M.B.A. with concentrations in Finance and Economics from the University of Chicago Graduate School ...

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Jamie Cuellar CFA

Jamie Cuellar is a native of Dallas, Texas. He graduated from The University of San Diego where he received a B.B.A. with emphasis in finance. After returning to Dallas and working for Fidelity Investments, Jamie earned his M.B.A. from Southern Methodist University in 1995 and his Chartered Financial Analyst designation in 1996.

After business school, Jamie worked ...

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Thomas J. Musick CFA

Tom Musick was born in Memphis, Tennessee, and was raised in Pottstown, Pennsylvania. Tom received his B.S. degree from Lehigh University in 1964, and his M.B.A. degree from Southern Methodist University in 1965. After serving in the United States Coast Guard, he attended Duke University Law School as a university scholar and did additional post graduate work at UCLA and the ...

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Eivind Olsen CFA

Eivind Olsen is a native of Norway, born and raised in Trondheim, the country?s third largest city. After a career as a tank-commander in the Norwegian Cavalry, he moved to the United States to pursue a B.B.A. at Texas Christian University. While at Texas Christian University, Eivind served as a portfolio manager and accounting chairman for the W.C. Conner Fund, the first ...

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Wayne G. Willems CFA

Wayne Willems is a native of Chicago, Illinois. His undergraduate education was at Western Illinois University, where he received a B.A. degree in Business Administration in 1969. After graduation and while working in the investment arena, Wayne returned to school at Northwestern University where he received his M.B.A. in 1974. He was designated a Chartered Financial Analyst in ...

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