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KING’s personnel, including investment professionals and a dedicated administrative staff, maintain a thorough knowledge and understanding of KING’s investment process. KING’s experienced portfolio managers/research analysts average 29 years in the investment industry, and four of the five investment professionals are Chartered Financial Analysts. The principals of the firm, all portfolio managers, have been managing client assets together for fifteen years. The firm has never been marketing centric. Since its inception, the focal point at KING has been research and money management.
Roger E. King, CFA CIC, President and Chairman
Pat H. Swanson, CFA CIC, Principal and Chief Compliance Officer
Leah R. Bennett, CFA CIC, Principal and Chief Investment Officer
Dana B. Croswhite, CFA, CIC, Investment Counselor
Bryan W. Lester, Investment Analyst
Roger E. King, CFA CIC
rking@kingadvisors.com |
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Career Highlights: 40 years experience in the investment business. Co-founded King Investment Advisors, Inc. in 1981; currently, Chairman and President; also serves in the capacities of Portfolio Manager and Investment Analyst, member of the firm's Investment Advisory Group. CFA Charterholder and Chartered Investment Counselor.
Member of the CFA Society of Houston Strategic Advisory Board and the CFA Institute. Past President of the CFA Society of Jacksonville, Florida.
Previously, Senior Vice President and Chief Investment Officer, Sun Insurance Services, Inc.; Senior Vice President of Equity Investments, GULFCO Capital Management.
Education: B.A., Business Administration, Lipscomb University; M.A., Political Science, Middle Tennessee State University; National Science Fellow, Government, Cornell University |
Pat H. Swanson, CFA CIC
pswanson@kingadvisors.com |
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Career Highlights: 27 years experience in the investment business. Joined King Investment Advisors, Inc. in 1993. Currently, Managing Director and Chief Compliance Officer, and a member of the firm's Investment Advisory Group. Also serves in the capacities of Portfolio Manager and Investment Analyst. CFA Charterholder and Chartered Investment Counselor.
Governor on the Investment Adviser Association (IAA) Board of Governors, Chairman of the IAA Political Action Committee, and is a former member of the IAA Membership Committee. Former member of the CFA Institute Professional Development Committee. Director and past-President of the CFA Society of Houston.
Previously, Investment Underwriter, Corporate Finance Division, US West Financial Services, Inc.; Associate Director, Corporate Finance Division, ABQ Capital Markets Group, Inc.; Assistant Vice President, Communications Finance Division, First RepublicBank.
Education: B.S., Economics, United States Air Force Academy; M.B.A., Pepperdine University |
Leah R. Bennett, CFA CIC
lbennett@kingadvisors.com |
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Career Highlights: 19 years experience in the investment business. Joined King Investment Advisors, Inc. in 1995.
Currently, Managing Director and Chief Investment Officer, and a member of the firm’s Investment Advisory Group. Also serves in the capacities of Portfolio Manager and Investment Analyst. CFA Charterholder and Chartered Investment Counselor.
Member of the CFA Institute; CFA Society of Houston's past-President, current Director; Co-Founder of the CFA Institute - Texas Investment Research Challenge; M.A. Wright Oversight Board, Jesse H. Jones Graduate School of Management, Rice University. Texas Angel for the Texas Wall Street Women. Previously, Product Specialist, Capital Group-American Funds Distributors; Research Assistant, Texas A&M University Center for Free Enterprise.
Education: B.S., Economics, Texas A&M University |
Dana B. Croswhite, CFA CIC
dcroswhite@kingadvisors.com |
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Career Highlights: 25 years experience in the investment business. Joined King Investment Advisors, Inc. in 2007. Currently, Senior Vice President and Investment Counselor, specializing in trust investments and retirement plans. Dana is also a member of the firm's Investment Advisory Group. CFA Charterholder.
Member of the CFA Institute; Former Director and past-President of CFA Society of Houston. Previously, Vice President and Senior Portfolio Manager, JPMorgan Private Bank; Assistant Vice President and Portfolio Manager, U.S. Trust Company of Texas; Marketing Representative, Capital Institutional Services, Inc.; Portfolio Manager Assistant, BancTEXAS Investment Management Inc.
Education: B.B.A., Finance, Southern Methodist University |
Bryan W. Lester
blester@kingadvisors.com |
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Career Highlights: Joined King Investment Advisors, Inc. in 2009 as an Investment Analyst. Bryan is currently a member of the firm's Investment Advisory Group.
Previously served as Chief Investment Officer of the Wright Fund, Rice University's student management investment fund, after being awarded the Wright Fund Scholarship. Before joining King Investment Advisors, Bryan was a financial analyst for Buckeye Partners, L.P., a corporate auditor for RadioShack for three years, and an Assurance Associate at KPMG, LLP for two years. Bryan is a CFA Level III candidate.
Education: Bachelor of Business Administration and Master of Accounting from Texas Christian University; MBA with a Finance concentration at Rice University, Jesse H. Jones Graduate School of Management. |
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