Our Team

The LKCM Headwater Investments team has over 100 years of collective experience investing in private operating companies. Additionally, several members of our team have direct operating experience, allowing us to better understand the specific challenges that business operators face. Our portfolio company management teams view our team as active, resourceful partners willing to embrace any business challenge.

In addition to the investment team below, our firm is resourced with back-office, investment capabilities and research of Luther King Capital Management. Furthermore, we maintain an invaluable set of resources within our portfolio companies, including operating partners, board members and management teams, with whom we have deep and longstanding relationships.

Brian King
J. Bryan King, CFA
Managing Partner
M. Bradley Wallace, CFA
Partner
Andrew D. Zacharias, CFA
Partner
Jacob D. Smith
Partner
Michael Bornitz
Michael D. Bornitz, CFA, CPA
Partner
Kimberly A. Carter, CFP
Partner
Joel D. Stewart
Principal
Rick J. Settle, CFA
Principal
C. Brett Scarbrough, CFA, CPA
Portfolio Manager
Scott F. Oman
Vice President
Davis K. Miller
Vice President
Sarah E. Topham, CPA
Vice President of Finance
Molly Slusher
Vice President
William M. Dace
Vice President
Ryan Roberts
Vice President
Perry H. Ginsburg
Senior Associate
William K. Jenner
Senior Associate
Ellen P. Peden
Senior Associate
Dalton B. Banks
Senior Associate
William E. “Evan” Lee
Associate
Mark C. Frakes
Associate
William H. Kleinheinz
Associate
Jonathan A. “Jonny” Baldwin
Associate
Charlie C. Hunt
Associate
Colin Buckley
Associate
Grace K. Collins
Associate
Molly B. Wall
Director of Operations and Fund Management
Meredith K. Mercer, CPA
Director of Accounting
Randy M. Cisneros, CPA
Director of Tax
Angie Clayton
Coordinator
Sheridyn Horn
Coordinator
David May, CFA
Senior Advisor
Tim Hough, Ph.D.
HOPS
Niraj Patel
HOPS
Prashant Upadhyay
HOPS