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.
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.