Chris A. Matlock, CPA, CFAChief Investment Officer

Current Role and Professional Background:

As Chief Investment Officer, Chris’s responsibilities include developing investment strategies, directing investment research activities, monitoring core holdings and providing investment-related communications to clients.  Chris also serves on the firm’s Leadership Team.  Chris has over 25 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 the Chief Investment Officer, 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.


Master of Business Administration, 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 (1994 – Present)
Member, CFA Society of Houston (1994 – Present)
Member, Texas Society of CPAs (1984 – Present)
Member, Houston CPA Society (1984 – Present)
Member, American Institute of CPAs (1984 – Present)
Member, Financial Executives International (FEI) (2005 – Present)
Former President, Houston Chapter of FEI (2014-2015)
Director, Houston Chapter of FEI (2008 – 2010)
Manager, Board of Managers for the Cougar Investment Fund, LLC (2008 – Present)
Director, Board of Directors of the Christian Community Service Center (CCSC) (2016- Present)
Former President and Director, CCSC Endowment (2009-2015)
Member, St. Agnes Academy Foundation Investment Committee (2011 – 2018)
Former President and Trustee, Board of Trustees of the St. Agnes Academy Foundation (2011 – 2017)
Ordained Elder, St. Andrews Presbyterian Church (2000)
Former Member, Houston CPA Society Investment Committee (2015 – 2017)