W. Brant Houston

, CFA

Managing Director

Brant Houston is a managing director and co-manager of the Disciplined Equity and Income Opportunities Strategies. Brant joined the firm in 2007 as an investment analyst covering the financial sector. He has more than 20 years of industry experience.

Prior to joining the firm, he worked in various investment and analytical roles at Geronimo Financial, Nicholas Applegate Capital Management and Wilshire Associates.

As a leading investment manager, Brant’s expertise has been featured in various publications including the Financial Times, The Wall Street Journal, Reutersand American Banker.

Brant earned a Bachelor of Science in finance from California Polytechnic State University and a Master of Business Administration from the University of Texas. He also holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Colorado. In 2014, he was honored with a CIBC MVP Achievers Award.