O. Mason Hawkins, CFA
Chairman and Chief Executive Officer
Southeastern since 1975
41 years investment experience
BA (Finance) University of Florida
MBA (Finance) University of Georgia
Investment Team
autonav...
A cohesive investment team is one of Southeastern’s competitive advantages. Our three decades of consistent leadership and philosophy guide the single, global, multigenerational team in making all investment decisions.
Research
O. Mason Hawkins, CFA
G. Staley Cates, CFA
President and Chief Investment Officer
Southeastern since 1986
28 years investment experience
BBA (Finance) University of Texas
Ross Glotzbach, CFA
Deputy Director of Research and Principal
Southeastern since 2004
10 years investment experience
BA (Economics) Princeton University
James E. Thompson, CFA
Senior Analyst and Principal
Southeastern 1996-2007 and since 2010
25 years investment experience
BS (Business Administration) University of North Carolina
MBA – University of Virginia
Ken Siazon
Senior Analyst and Principal
Based in Singapore
Southeastern since 2006
19 years investment experience
BS (Systems Engineering) University of Virginia
MBA – Harvard Business School
Scott Cobb
Senior Analyst and Principal
Based in London
Southeastern since 2006
18 years investment experience
BA (History) University of Memphis
MA (Theological Studies) Covenant Theological Seminary
Lowry H. Howell, CFA
Senior Analyst and Principal
Southeastern since 2006
18 years investment experience
BA (Finance) Rhodes College
MS (Accounting) Rhodes College
Josh Shores, CFA
Senior Analyst and Principal
Based in London
Southeastern since 2007
11 years investment experience
BA (Philosophy and Religious Studies) University of North Carolina
Manish Sharma, CFA
Senior Analyst and Principal
Based in Singapore
Southeastern since 2010
6 years investment experience
B Tech (Mechanical Engineering) Indian Institute of Technology
MS (Mechanical Engineering) Michigan State University
MBA – University of Chicago
Brandon Arrindell
Analyst
Southeastern since 2010
5 years investment experience
BA (Economics) Harvard College
Client Portfolio Management
Fraser E. Marcus
Head of Global Business Development
Southeastern since 2010
37 years investment experience
BA (English and Mathematics) Dartmouth College
Doug Burton, CFA
Head of Australia/New Zealand
Based in Sydney
Southeastern since 2011
25 years investment experience
BS (Economics) Brigham Young University
MBA (Finance) Brigham Young University
MA (Economics) University of Utah
Jim Barton, Jr., CFA
Head of Portfolio Risk Management and Principal
Southeastern since 1998
22 years investment experience
BA (History) Dartmouth College
Lee B. Harper
Head of Client Portfolio Management and Principal
Southeastern since 1993
20 years investment experience
BA (History and Communications) University of Virginia
MBA – Harvard Business School
Gary Wilson, CFA
Client Portfolio Manager and Principal
Southeastern since 2002
15 years investment experience
BA (History) Colgate University
MA (International Economics) Johns Hopkins School of Advanced International Studies
Gwin G. Myerberg
Client Portfolio Manager
Based in London
Southeastern since 2008
9 years investment experience
BC (Finance and Marketing) University of Virginia
John R. Owen, Jr.
Client Portfolio Management Associate
Southeastern since 2010
7 years investment experience
BS (Management) Georgia Institute of Technology
Trading
Deborah L. Craddock, CFA
Head of Trading and Principal
Southeastern since 1987
27 years investment experience
BA (Economics) Rhodes College
Jeffrey D. Engelberg, CFA
Senior Trader and Principal
Southeastern since 2007
14 years investment experience
BS (Economics) University of Pennsylvania
MBA (Finance/Operations and Information Management) University of Pennsylvania Wharton School
Michael Johnson
Senior Trader
Based in Singapore
Southeastern since 2011
14 years investment experience
BA (Economics and International Relations) Connecticut College
MBA (Finance and International Business) New York University, Stern School of Business
W. Douglas Schrank
Senior Trader
Southeastern since 2009
13 years investment experience
BA (Political Science) Colgate University
Ken Anthony
Trading Associate
Southeastern since 2005
8 years investment experience
BS (Accounting) University of Mississippi
MS (Accounting) University of Mississippi
Corporate Officers
Richard W. Hussey
Chief Operating Officer and Principal
Southeastern since 1999
BS (Finance and Business Management) Cornell University
Steve Fracchia, CPA
Chief Financial Officer and Principal
Southeastern since 2007
BS (Accounting) University of Alabama
Andrew R. McCarroll
General Counsel and Principal
Southeastern since 1998
BA (English) Vanderbilt University
MA (Religious Studies) University of Chicago
JD – Vanderbilt University
Julie M. Bishop, CPA
Mutual Fund Chief Financial Officer and Principal
Southeastern since 1989
BS (Accounting) Pennsylvania State University
