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.

Bryan 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
Jonathon B. Miller, CFA
Principal
Rick Settle
Rick J. Settle, CFA
Principal
C. Brett Scarbrough, CFA, CPA
Portfolio Manager
Scott F. Oman
Vice President
Sarah E. Topham, CPA
Vice President of Finance
Davis K. Miller
Vice President
Garrett C. Spriggs
Vice President
Perry H. Ginsburg
Senior Associate
Jared LeMoine
Senior Associate
William K. Jenner
Associate
Ellen M. Payne
Associate
Molly E. Beard
Director of Operations and Fund Management
Meredith K. Mercer, CPA
Director of Accounting
Randy M. Cisneros, CPA
Director of Tax
Prashant Upadhyay
HOPS
Niraj Patel
Niraj Patel
HOPS
Tim Hough
Tim Hough
HOPS