Our Team
Client Services
John
Purvis
John Purvis, CFP®, ChFC®
Director of Business Development
Senior Financial Advisor
- Joined Century Management in 2003
- Financial Professional since 1994
- University of Texas, El Paso, BBA Finance
- University of Houston, Clear Lake, MBA
As the director of business development and senior financial advisor, John meets with individual client prospects, brokers, consultants, and registered investment advisers about establishing a relationship with Century Management. This includes communicating our investment philosophy and various strategies, explaining the details of how our separately managed account and mutual fund programs work, providing financial planning, as well as helping individual clients choose the appropriate investment strategy given their specific financial goals and objectives. Prior to being the director of business development, John was a relationship manager and a service team manager.
John
Dixon
John B. Dixon, CFP®
Relationship Manager
- Joined Century Management in 2001
- Financial Professional since 1986
- University of Texas, Austin, BA Economics
As a relationship manager, John oversees the day-to-day relationship between Century Management and a select group of clients. This includes communicating our investment strategy, explaining details regarding managed accounts and providing financial/retirement planning.
Ed
Butte
Ed E. Butte, CFP®, CRPC
Relationship Manager
- Joined Century Management in 2002
- Financial Professional since 1993
- University of Houston, BA Business Administration
As a relationship manager, Ed oversees the day-to-day relationship between Century Management and a select group of clients. This includes communicating our investment strategy, explaining details regarding managed accounts and providing financial/retirement planning.
David
Lloyd
David B. Lloyd, CFP®, CTFA
Relationship Manager
- Joined Century Management in 2004
- Financial Professional since 1982
- University of Colorado, Boulder, BA Environmental Design/Architecture
- Graduate American Bankers Association National Graduate Trust School
As a relationship manager, he oversees the day-to-day relationship between Century Management and a select group of clients. This includes communicating our investment strategy, explaining details regarding managed accounts and providing financial/retirement planning.
Mark
Okamoto
Mark Okamoto
Relationship Manager
- Joined Century Management in 2006
- Financial Professional since 1983
- University of Southern California, BS Business Administration
As a relationship manager, he oversees the day-to-day relationship between Century Management and a select group of clients. This includes communicating our investment strategy, explaining details regarding managed accounts and providing financial/retirement planning.
Samuel
Hale
Samuel D. Hale, CFA®
Relationship Manager
- Joined Century Management in 2003
- Financial Professional since 1967
- University of California, Berkeley, BA History, MBA Finance
As a relationship manager, he oversees the day-to-day relationship between Century Management and a select group of clients. This includes communicating our investment strategy, explaining details regarding managed accounts and providing financial/retirement planning.
Lisa
Stroud
Lisa A. Stroud, CMFC®
Chief Compliance Officer
Project Manager
- Joined Century Management in 2002
- Financial Professional since 1995
- University of Houston, Clear Lake, BS Psychology and Sociology
As the Chief Compliance Officer, Lisa is responsible for risk oversight and administration of the compliance programs for Century Management. Lisa is also responsible for overseeing many internal projects and client service related functions. More specifically, she is responsible for building and maintaining Century Management's internal website; editing company newsletters, white papers, and other client communication and collateral material; and provides oversight in the measurement and quality control of our relationship management team..
Justin
Vaughn
Justin Vaughn
Accounting and Reporting Team
Client Services
- Joined Century Management in 2005
- University of Richmond, BS Business Administration and Business Management
Justin is a key participant in our accounting and reporting group and is responsible for processing the daily information needed to run our portfolio management, performance, accounting, and reporting system. He also provides oversight in the measurement and quality control of our relationship management team, assists in the workflow and communication between trading and client services, helps to ensure that Century Management is in compliance with Global Investment Performance Standards (GIPS®), and assists in the production of quarterly fact sheets.
Meghan
Graves
Meghan Graves, CMFC®
Client Support
- Joined Century Management in 2012
Meghan is responsible for client support related functions. This includes all account processing functions such as new account set up, client suitability updates, and wires. In addition, she helps provide administrative support to members of the Century Management client service team.