Michael J.C. Roth, C.F.A. - President - 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
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Charles D. Lutz III, Chief Operating Officer - B.A. Psychology and Sociology - Trinity University, 1971
- Graduate, Southwestern Graduate School of Banking at Southern Methodist University, 1978
- FINRA Licenses: Series 7, 24, 63, and 65
- CEO, Bank One Central and South Texas, 1995-2004
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