Chris A. Matlock, CPA, CFADirector - Portfolio Management

Current Role and Professional Background:

As Director – Portfolio Management, Chris’s responsibilities include developing investment strategies, directing investment research activities, and monitoring core holdings. Chris has over 20 years of experience in portfolio management and investment analysis in addition to having over 10 years of experience in accounting and auditing. Prior to joining Goodman Financial in 2017 as Director – Portfolio Management, Chris served as Chairman and Chief Investment Officer of Lookout Capital Management, LP. He has also been Chief Investment Officer at Lighthouse Capital Management and served as Portfolio Manager of the Chase Bank/JP Morgan Fleming Asset Management Mid Cap Core Equity Mutual Fund and Assistant Portfolio Manager of the Texas Commerce Bank Small Cap Growth Fund.

Education:

Master of Business Administration in Accounting, University of Houston, 1993
Bachelor of Science in Accounting, University of Houston – Clear Lake, 1982
Chartered Financial Analyst Charterholder
Certified Public Accountant

Affiliations, Current and Past:

Member, CFA Institute
Member, CFA Society of Houston
Member, Texas Society of CPAs
Member, Houston CPA Society
Member, American Institute of CPAs
Member, Financial Executives International (FEI)
Director, Houston Chapter of FEI
Manager, Board of Managers for the Cougar Investment Fund, LLC
Director, Board of Directors of the Christian Community Service Center (CCSC)
Former President and Director, CCSC Endowment
Member, St. Agnes Academy Foundation Investment Committee
Former President and Trustee, Board of Trustees of the St. Agnes Academy Foundation
Ordained Elder, St. Andrews Presbyterian Church
Former Member, Houston CPA Society Investment Committee