Fort Worth
J. Luther King, Jr., CFA, CIC
Principal, President, Chief Investment Officer, Portfolio Manager
J. Luther King, Jr. is a Chartered Financial Analyst (CFA) and President and Founder of Luther King Capital Management (LKCM). A Fort Worth native and graduate of Texas Christian University, he earned his Bachelor of Science in 1962 and his Master of Business Administration in 1966.
Bio
Scot C. Hollmann, CFA, CIC
Principal, Vice President, Portfolio Manager
Paul W. Greenwell
Principal, Vice President, Portfolio Manager/Analyst
J. Bryan King, CFA
Principal, Vice President, Director of Alternative Investment Strategies, Portfolio Manager
Gary G. Walsh, CFA, CPA
Principal, Vice President, Portfolio Manager/Analyst
Mark L. Johnson, CFA, CIC
Principal, Vice President, Portfolio Manager
Mason D. King, CFA
Principal, Vice President, Director of Public Equity Investment Strategies, Portfolio Manager
Joan M. Maynard
Principal, Vice President, Portfolio Manager
Jonathan B. Deweese, CFA
Principal, Vice President, Portfolio Manager/Analyst
James J. Kerrigan, CFA
Principal, Vice President, Analyst
Alan D. Marshall
Vice President, Equity Trader
R. Todd Truitt, CFA
Vice President, Portfolio Manager/Analyst
Michael C. Yeager, CFA, CPA
Principal, Vice President, Portfolio Manager
Vernon A. Lamb
Vice President, Equity Trader
David M. Lehmann, CFA
Principal, Vice President, Director of Research, Portfolio Manager/Analyst
Andrew D. Zacharias, CFA
Private Equity Manager
M. Bradley Wallace, CFA
Private Equity Manager
Michael D. Bornitz, CFA, CPA
Private Equity Manager
Kimberly A. Carter, CFP®
Private Equity Manager
C. Brett Scarbrough, CFA, CPA
Vice President, Analyst
Brittny G. Allred, CFA
Principal, Vice President, Portfolio Manager/Analyst
Joel D. Stewart
Private Equity Manager
Alexander M. Morris
Vice President, Analyst
Daniel C. Downes, CFA, CPA
Principal, Vice President, Portfolio Manager/Analyst
Rick J. Settle, CFA
Private Equity Manager
Jenna B. Cox, CFP®
Special Projects Analyst
Scott F. Oman
Private Equity
Davis K. Miller
Private Equity
John S. Waggoner, Jr.
Vice President, Private Client Advisor
John S. Waggoner, Jr. joined the firm in 2021 and serves as a Private Client Advisor. Prior to joining LKCM, he was the Chief Financial Officer at Frontera Offshore and co-founder of Remolcadores Portuarios Mexicanos in Mexico City. Mr. Waggoner began his career working for GBM Banco Atlantico in Mexico and was a Vice President with the Citibank Private Bank in Mexico City. Mr. Waggoner also served as the managing partner of Arbitrak Financial. Mr. Waggoner graduated with a Bachelor of Arts in History and a Master of Business Administration from Southern Methodist University.
Cadell L. Alexander
Analyst
Cadell L. Alexander joined LKCM in 2021 and serves as a securities analyst focusing primarily on the small cap space. Prior to joining LKCM, Mr. Alexander was a Cowtown Fellow for Cowtown Angels. He also worked in land and acquisitions for RRIG Energy. Mr. Alexander graduated with a Bachelor of Science in General Geology from the University of Texas at Austin and a Master of Business Administration from Texas Christian University. He began his career in finance as an intern for LKCM.
Ellen P. Peden
Private Equity
Ellen P. Peden joined LKCM in 2021 and serves as an associate for LKCM Headwater Investments. Prior to joining LKCM, Ms. Peden was an investment banking associate at Hilltop Securities. Ms. Peden graduated with a Bachelor of Arts in Economics and Management and Society from the University of North Carolina.
William K. Jenner
Private Equity
William K. Jenner joined LKCM in 2021 and serves as an associate for LKCM Headwater Investments. Prior to joining LKCM, Mr. Jenner was an analyst at Intrepid Investment Bankers, a subsidiary of MUFG Union Bank, and a summer analyst at Voya Financial. Mr. Jenner graduated with a Bachelor of Arts in Economics with a certificate in Finance from Princeton University.
Perry H. Ginsburg
Private Equity
Perry H. Ginsburg joined LKCM in 2021 and serves as a senior associate for LKCM Headwater Investments. Prior to joining LKCM, Mr. Ginsburg worked at Treaty Oak Equity, a private equity firm, and was an analyst at Frontaura Capital LLC. Mr. Ginsburg graduated with a Bachelor of Arts in Mathematics and Economics from Vanderbilt University and a Master of Business Administration from the University of Texas at Austin.
Arthur C. Yeager, CFA, CAIA
Analyst
Arthur C. Yeager, CFA, CAIA, joined LKCM in 2021 and serves as a financials analyst. Prior to joining LKCM, Mr. Yeager was an investment banking analyst at Keefe Bruyette & Woods. He graduated with a Bachelor of Business Administration in Finance from Texas Christian University. Mr. Yeager began his career in finance as an intern at LKCM.
Sarah E. Topham, CPA
Private Equity
Sarah E. Topham, CPA, joined LKCM in 2022 and serves as Vice President of Finance for LKCM Headwater Investments. Prior to joining LKCM, Ms. Topham was the Chief Financial Officer at SmartLift Solutions, LLC, a Controller at Terrace Energy, LLC, a banker associate at JP Morgan Private Bank and an assurance services manager at Ernst & Young, LLP. Ms. Topham graduated with a Bachelor of Science in Business Administration and a Master of Accountancy from the University of Arkansas.
W. Evan Lee
Private Equity
W. Evan Lee joined LKCM in 2022 and serves as an associate for LKCM Headwater Investments. Prior to joining LKCM, Mr. Lee was an investment banking analyst for Stephens Inc. Mr. Lee graduated with a Bachelor of Business Administration from Southern Methodist University.
Dalton B. Banks
Private Equity
Dalton B. Banks joined LKCM in 2022 and serves as an associate for LKCM Headwater Investments. Prior to joining LKCM, Mr. Banks was an associate for Vortus Investments, and an investment banking analyst for Petrie Partners. Mr. Banks graduated with a Bachelor of Science from Cornell University. He began his career in finance as an intern for LKCM.
Michael P. Endsley, CFA
Analyst
Michael Endsley, CFA, joined LKCM in 2023 and serves as a materials analyst. Prior to joining LKCM, Mr. Endsley was an equity research associate at Tudor, Pickering, Holt & Co, and an equity research associate for Seaport Global Securities, LLC. Mr. Endsley graduated with a Bachelor of Science in Geology from Texas A&M University and a Master of Business Administration from University of Houston, C.T. Bauer College of Business.
Jonathan A. Baldwin
Private Equity
Jonathan A. Baldwin joined LKCM in 2023 and serves as an associate for LKCM Headwater Investments. Prior to joining LKCM, Mr. Baldwin worked at Wolfe Research as an equity research associate. Mr. Baldwin graduated summa cum laude with a Bachelor of Business Administration in Finance from Texas Christian University.
Mark C. Frakes
Private Equity
Mark C. Frakes joined LKCM in 2023 and serves as an associate for LKCM Headwater Investments. Prior to joining LKCM, Mr. Frakes worked at Neuberger Berman as a private equity associate and analyst. Mr. Frakes graduated with a Bachelor of Business Administration in Finance from Southern Methodist University.
William H. Kleinheinz
Private Equity
William H. Kleinheinz joined LKCM in 2023 and serves as an associate for LKCM Headwater Investments. Prior to joining LKCM, Mr. Kleinheinz worked at Oliver Wyman as an associate. Mr. Kleinheinz graduated with a Bachelor of Science in Aerospace Engineering from Stanford University and a Master of Science in Commerce from the University of Virginia.
William M. Dace
Private Equity
William M. Dace joined LKCM in 2024 and serves as a Vice President for LKCM Headwater Investments. Prior to joining LKCM, Mr. Dace was a vice president at Main Street Capital Corporation, a senior associate at Energy Spectrum Capital, an associate at Global Infrastructure Partners, an associate at Pearl Energy Investments and an investment banking analyst at Goldman Sachs & Co. Mr. Dace graduated with a Bachelor of Business Administration in Finance and Accounting from Texas Christian University and a Master of Business Administration from The Wharton School.
Ryan D. Roberts
Private Equity
Ryan D. Roberts joined LKCM in 2024 and serves as a Vice President for LKCM Headwater Investments. Prior to joining LKCM, Mr. Roberts was a vice president at Crestview Partners, an investment associate at Newstone Capital Partners, and an analyst at Credit Suisse. Mr. Roberts graduated with a Bachelor of Arts in Economics from Vanderbilt University and a Master of Business Administration from The Wharton School.
Colin B. Buckley
Private Equity
Colin B. Buckley joined LKCM in 2024 and serves as an associate for LKCM Headwater Investments. Prior to joining LKCM, Mr. Buckley was a business analyst for McKinsey & Company and an associate for The Goldman Sachs Group, Inc. He graduated with a Bachelor of Business Administration from Texas Christian University. Mr. Buckley began his career in finance as an intern at LKCM.
Charlie C. Hunt
Private Equity
Charlie C. Hunt joined LKCM in 2024 and serves as an associate for LKCM Headwater Investments. Prior to joining LKCM, Mr. Hunt was an investment banking analyst for Evercore. He graduated summa cum laude with a Bachelor of Business Administration from Texas Christian University. Mr. Hunt began his career in finance as an intern at LKCM.
Austin
I. Craig Hester, CFA, CIC
Principal, Vice President, Portfolio Manager
John E. Gunthorp, CFA, CIC
Vice President, Portfolio Manager
Scott A. Neuendorf, CFA, CIMA®
Vice President, Portfolio Manager
Jeremy A. Blackman, CFA
Vice President, Portfolio Manager
David D. May, CFA
Vice President, Private Client Advisor
San Antonio
Mark M. Johnson, Jr.
Managing Partner – San Antonio, Senior Investment Advisor
Tobin R. Calvert
Senior Investment Advisor
Richard M. Kleberg, IV
Senior Investment Advisor
Frederick B. Labatt, CFA
Portfolio Manager
Jayme D. Russell
Investment Advisor
Sylvia A. Mendez
Portfolio Administrator
N. Robert McClane
Senior Investment Advisor
Juan A. Landa
Senior Investment Advisor
Susan B. Gomez, CFP®
Senior Investment Advisor
Chip A. Nance, CFA
Portfolio Manager
Dallas
David L. Dowler
Vice President, Senior Portfolio Manager
Gary G. Walsh, CFA, CPA
Principal, Vice President, Portfolio Manager/Analyst
Mason D. King, CFA
Principal, Vice President, Director of Public Equity Investment Strategies, Portfolio Manager, Analyst
Brittny G. Allred, CFA
Principal, Vice President, Portfolio Manager/Analyst
Alan A. Ives, CFA
Portfolio Manager