Investment Professionals

William L. Garwood, Jr. J.D, MBA

President, Portfolio Manager

  • Over 25 years investment experience
  • Founder, Cypress Asset Management
  • Prior to Cypress, a decade of research and portfolio management experience with Fayez Sarofim & Co.
  • J.D. & M.B.A. University of Texas, Austin;  B.A. Princeton University
  • Series 65 Registered Investment Advisor
  • Vice Chairman, Board of Advisors- James Madison Program in American Ideals & Institutions, Princeton University
  • Trustee, Clayton Fund, Private Charitable Foundation, Houston TX

Frank P. Lee MBA, CFA

Chief Operating Officer, Portfolio Manager

  • Over 25 years investment experience
  • Founder, Cypress Asset Management
  • Prior to Cypress, over a decade of research and portfolio management experience with Fayez Sarofim & Co.
  • M.B.A. University of Texas, Austin, B.A. Dartmouth College
  • Chartered Financial Analyst, Member – Association for Investment Management & Research
  • Series 65 Registered Investment Advisor
  • Former Board Member Juvenile Diabetes Research Foundation

Will Garwood III MBA

Investment and Marketing Principal

  • Marketing and Business Development
  • Investment analyst covering Energy and Natural Resources, Consumer Discretionary, and Industrials
  • Prior to Cypress: Investment Banking Analyst – JPMorgan, NYC and Management- Energy Alloys, Houston
  • M.B.A. University of Texas, Austin, B.A. Princeton University
  • Series 65 Registered Investment Advisor

Hector F. Flores MBA

Vice-President of Operations

  • Over 15 years of trading and operations experience
  • Prior to Cypress, Gamma Capital Corp. and Beacon Financial Advisors
  • B.A. & M.B.A., Our Lady of the Lake University

Janie Harris

Executive Administration

  • Over 10 years of administrative and operations experience
  • Over 20 Years of accounting background
  • B.A. Business Management Niagara College

Back to Top