Cypress Asset Management

William L. Garwood, Jr. 

PRESIDENT

·         Portfolio Manager, Research

·         Over 25 years investment experience

·         Founder, Cypress Asset Management

·         Prior to Cypress, over a decade of experience of research and portfolio management with Fayez Sarofim & Co.

·         J.D. & M.B.A. University of Texas, Austin, B.A. Princeton University

·         Member State Bar of Texas

·         Trustee – Clayton Fund, Houston Grand Opera

·         Board Member – C.E.O. Foundation of Houston 

 

Frank P. Lee

 CHIEF OPERATING OFFICER

·         Portfolio Manager, Research

·         Over 25 years investment experience

·         Founder, Cypress Asset Management

·         Prior to Cypress, over a decade of experience of research and portfolio management with Fayez Sarofim & Co.

·         M.B.A. University of Texas, Austin, B.A. Dartmouth College

·         Chartered Financial Analyst, Member – Association for Investment Management & Research

·         Board Member – Goodwill Industries

·         Former Member Juvenile Diabetes Research Foundation

 

Hector F. Flores

TRADING & 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 5 years of investment experience

·         Over 20 Years of accounting background

·         B.A. Business Management Niagara College

 

Dan R. Japhet

 MARKETING PRINCIPAL

·         Over 40 years banking and investment experience

·         Founder, Cypress Asset Management

·         Former Chairman of the Board and CEO, Post Oak Bank

·         Trustee  – Neurological Institute of the Methodist Hospital of Houston