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
- 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
Jeffrey N. Melloy
Vice-President of Investment Operations
- Over 7 years of trading and investment experience
- B.S., Texas A&M University
Susan Goncher
Executive Administration
- Over 25 years of accounting and administrative experience
- B.S. University of Houston, Downtown