Our People

• B.S. Economics – The Wharton School, University of Pennsylvania, 1961
• M.S. Urban Studies – Yale University, 1965
• FINRA Licenses: Series 7, 24, and 63

• B.B.A. – Finance, Texas A&M University, 1977
• C.P.A., 1983
• Texas General Lines Agent
• FINRA Licenses: Series 3, 4, 7, 24, 27, 54, and 63

• B.S. Physics – U.S. Air Force Academy, 1963
• M.S. Research and Development Systems Management - University of Southern California, 1970
• C.F.A. 1978
• FINRA Licenses: Series 7, 24, and 63
• CEO, USAA Investment Management Co., 1986-2001

• B.A. Psychology and Sociology - Trinity University, 1971
• Graduate, Southwestern Graduate School of Banking at Southern Methodist University, 1978
• Texas General Lines Agent
• FINRA Licenses: Series 7, 24, 63, and 65
• CEO, Bank One Central and South Texas, 1995-2004

• B.B.A. University of Texas at Austin, 1993
• M.A. Latin American Studies - Graduate School of Arts and Science, New York University,1999
• M.I.A. International and Public Affairs - Columbia University, 2000
• Texas General Lines Agent
• FINRA Licenses: Series 7, 24, 27, 53, 63, and 65

• B.B.A. Finance - University of Texas at San Antonio, 1986
• Chartered Financial Consultant, 1993
• Texas General Lines Agent
• FINRA Licenses: Series 6, 7, 24, 53, 63, and 65

• B.B.A. Texas A&M University, 1985
• M.A. Human Resource Development - School of Management, Webster University, 1995
• Texas General Lines Agent
• FINRA Licenses: Series 7, 63, and 65

• B.A. Economics, Spanish, Ibero-American Studies- University of Wisconsin - Madison, 1983
• M.A. Latin American Studies - Graduate School, Georgetown University, 1985
• Texas General Lines Agent
• FINRA Licenses: Series 7, 63 and 65

• B.S. Civil Engineering - Pontificia Universidad Catolica del Peru, 1987
  • M.B.A. University of Texas at Austin, 1990
  • M.S. Civil Engineering - University of Texas at Austin, 1991
  • C.F.A., 2006
  • Texas General Lines Agent
  • FINRA Licenses: Series 3, 4, 7, 24, and  63

• B.B.A. Management and International Business - University of Texas at San Antonio, 1997
• FINRA Licenses: Series 7, 24, and 63

• B.B.A. Finance - University of Texas at San Antonio, 1997
• Passed Level II CFA examination
• FINRA Licenses: Series 3, 6, 7, 24, 63, and 66

• B.B.A. Management and International Business - University of Texas at San Antonio, 2001
• FINRA Licenses: Series 7 and 63

Chase Kendrick, Portfolio Manager

• B.B.A. Finance - Texas A&M University, 2006
• M.B.A. - Texas State University, 2009
• Texas General Lines Agent
• FINRA Licenses: Series 7 and 66

• A.A.S. - University of Phoenix, 1998
• FINRA Licenses: Series 7, 24, 52, 63, and 65

• B.S. Computer Systems - Universidad Autonoma del Noreste, 1992