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OUR PEOPLE

An unwavering commitment to delivering our intellectual capital along with personal
service.

Our experienced team of professionals are dedicated to helping you achieve and maintain the financial peace of mind you deserve. 


Arnold Van Den Berg Photo
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Arnold Van Den Berg

CEO, Co-Chief Information Officer, Portfolio Manager, Principal, Chairman

Arnold Van Den Berg

CEO, Co-CIO, Portfolio Manager, Principal, Chairman

Arnold founded Century Management in 1974. He is the company's CEO and serves as chairman of the CM Advisors Family of Funds Board of Trustees. Active in managing investment strategies for the firm, Arnold is the lead portfolio manager for the CM Value I (All-Cap Value) separate account strategy and for all of the balanced separate account strategies. He is the co-portfolio manager for the CM Fixed Income separate account strategy and the CM Advisors Fixed Income Fund (CMFIX).

Arnold's accomplishments in the world of investing have been recognized by many:

While Arnold has no formal college education, his rigorous self-study, tremendous dedication, and over 45 years of industry experience are the foundation of Arnold's extensive market knowledge. Prior to starting Century Management, he worked as a financial advisor/consultant for Capital Securities and John Hancock Insurance. Arnold is married and has three children and seven grandchildren.

Scott S. Van Den Berg, CFP®, ChFC®, AIF®, CRPS, CMFC, AWMA Photo
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Scott S. Van Den Berg, CFP®, ChFC®, AIF®, CRPS, CMFC, AWMA

President, COO, Portfolio Manager, Principal

Scott S. Van Den Berg, CFP®, ChFC®, CRPS, CMFC, AWMA

President, COO, Portfolio Manager, Principal

  • Joined Century Management in 1993
  • Financial Professional since 1988
  • Glendale College and California State University at Northridge, Finance

Scott is co-portfolio manager for the CM Value I separate account strategy and all of the balanced separate account strategies. In addition, Scott sits on the Board of Trustees and serves as secretary for the CM Advisors Family of Funds. 

James Brilliant, CFA Photo
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James Brilliant, CFA

CFO, Co-Chief Investment Officer, Portfolio Manager, Principal

James Brilliant

CFO, Portfolio Manager, Principal

Jim joined Century Management in 1987.  Along with his overall investment responsibilities, Jim oversees the small- and mid-cap research team and is the lead portfolio manager for the CM Small Cap Value separate account strategy, the CM Fixed Income separate account strategy, the CM Advisors Small Cap Fund (CMOVX), and the CM Advisors Fixed Income Fund (CMFIX). 

Jim has been quoted by or contributed to numerous publications such as:

  • BusinessWeek
  • Graham and Doddsville blog
  • Outstanding Investor Digest

Jim is a member of the Board of Trustees and serves as treasurer for the CM Advisors Family of Funds. Jim is married and has two children.

Aaron S. Buckholtz, CFA Photo
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Aaron S. Buckholtz, CFA

Director/Head of Trading, Executive Vice-President

Aaron S. Buckholtz, CFA

Director/Head of Trading, Executive Vice-President

  • Joined Century Management in 1990
  • Financial Professional since 1987
  • California State University at Northridge, BS Business Administration

Aaron oversees our trading department.  He also sits on the Board of Trustees for the CM Advisors Family of Funds. Prior to joining Century Management, Aaron was a financial consultant for Shearson Lehman.

Lisa A. Stroud, IACCP® Photo
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Lisa A. Stroud, IACCP®

Chief Compliance Officer


  • Joined Century Management in 2002
  • Financial Professional since 1995
  • University of Houston, Clear Lake, BS Psychology and Sociology

As the chief compliance officer, Lisa works to administer and oversee the compliance program. Her CCO duties include, but are not limited to, administering the Advisor’s policies and procedures, evaluating whether the Advisor’s policies and procedures are reasonably designed to prevent violation of the Advisors Act and the rules thereunder by the Advisor and its supervised persons, reviewing and updating the Advisor’s internal trading policies and procedures on an annual basis, developing and implementing procedures to document the monitoring and testing of adherence to the Advisor’s internal trading policies and procedures, and implementing any additional procedures as may be necessary to ensure complete and proper adherence to the Advisor’s internal trading policies and procedures. 

Prior to joining Century Management, Lisa worked for Charles Schwab & Company as a client service representative, for AIM Investments in their operational trading department, and as a portfolio accounting supervisor at Beutel Goodman Capital Management. Lisa is married and has two sons.

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Adrian Kachmar

Senior Equity Analyst

Adrian Kachmar

Senior Equity Analyst

  • Joined Century Management in 2013
  • Financial Professional since 2003
  • Columbia University, BA Economics
  • Columbia University Business School, MBA

Adrian is a senior member of the investment team with all-cap research responsibilities. He is directly involved in the fundamental analysis of companies, which includes investigating new investment opportunities that are consistent with the firm's long-term philosophy and process, as well as maintaining the necessary research and updates on existing securities.

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Taylor Finch, CFA

Senior Equity Analyst

Taylor Finch, CFA

Senior Equity Analyst

  • Joined Century Management in 2012
  • Financial Professional since 2010
  • Baylor University, Summa Cum Laude, BBA Finance and Economics

Taylor is a senior member of the investment team with all-cap research responsibilities. He is directly involved in the fundamental analysis of companies, which includes investigating new investment opportunities that are consistent with the firm's long-term philosophy and process, as well as maintaining the necessary research and updates on existing securities.

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Greyson Brilliant

Equity Analyst

Greyson Brilliant

Equity Analyst

  • Joined Century Management in 2016
  • Financial Professional since 2016
  • Rhodes College, Cum Laude, BA Commerce and Business

Greyson is a member of the investment team with small and mid-cap responsibilities. As an equity analyst, his primary responsibilities include providing screening, modeling and general research to senior research team members.

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John M. Bator

Senior Trader


  • Joined Century Management in 2006
  • Financial Professional since 1992
  • Texas Tech University, BBA Marketing
  • Texas Christian University, MBA

John, a Level II CFA® Candidate, is a senior member of the CM trading team and investment team. He is primarily responsible for working with CM portfolio managers to execute trades and help implement CM investment strategies. Prior to joining Century Management, he was a senior market maker at Jefferies & Company and a senior equity trader at Fidelity Investments.

John is married and has three children.

Bill Brilliant Photo
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Bill Brilliant

Fixed Income Research and Trading


  • Joined Century Management in 2002
  • St. Louis University Parks College

Bill is a member of the CM trading and investment team. He is primarily responsible for working with CM portfolio managers to execute trades and help implement CM investment strategies. Prior to joining the CM trading team, he worked as Century Management's retail sales representative from 2003 to 2009 and as a relationship manager from 2002 until present. Bill is married and has one daughter.

David B. Lloyd, CFP®, CTFA Photo
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David B. Lloyd, CFP®, CTFA

Senior Wealth Advisor


  • 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.

Prior to joining Century Management, he was a trust officer and employee benefit plan administrator for Trust Company of America, a trust officer and vice president for First Interstate Bank of New Mexico, a financial consultant for Merrill Lynch & Company, and an investment specialist for Charles Schwab & Company. David is married and has two sons.

John W. Purvis, CFP®, ChFC® Photo
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John W. Purvis, CFP®, ChFC®

Director of Business Development, Senior Wealth 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.

Prior to joining Century Management, he was an investment specialist at Charles Schwab & Company, an investment specialist at Fidelity Investments, and a wholesale finance manager for Honda Finance Corporation. John is married and has three children.

 John B. Dixon, CFP® Photo
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John B. Dixon, CFP®

Senior Wealth Advisor


  • 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.

Prior to joining Century Management, he was a team lead/supervisor, as well as an investment representative, at Charles Schwab & Company and a branch manager for Bank of America. John is married and has three children.

Ed E. Butte, CFP®, CRPC Photo
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Ed E. Butte, CFP®, CRPC

Senior Wealth Advisor


  • 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.

Prior to joining Century Management, he was the director of client services at Vista Analytics, an investment advisor at Charles Schwab & Company, and a financial consultant for Merrill Lynch & Company. Ed is married and has one daughter.

Mark Okamoto Photo
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Mark Okamoto

Wealth Advisor


  • 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.

Prior to joining Century Management, he was an investment specialist for Charles Schwab & Company, a financial consultant for Sutro & Company, and a financial consultant for Dean Witter, Reynolds. Mark is married and has two sons.

 Samuel D. Hale, CFA® Photo
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Samuel D. Hale, CFA®

Wealth Advisor

  • 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.

Prior to merging his business into Century Management, Sam was the CEO and owner of Hillside Associates (a money management firm in Pasadena, California) from 1974 through 1996. Before Hillside Associates, he was a portfolio manager for Standard & Poor's Inter Capital and a portfolio manager/analyst for Dominick & Dominick. Sam is married and has one son.

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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 helps to ensure that Century Management is in compliance with Global Investment Performance Standards (GIPS®).

Prior to joining Century Management, Justin was the operations manager at InteliGro Business Associates. He also served in an accounting role for Apptek Stucco. Justin is married and has two sons.

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Wanida Stegall

Accounting and Reporting Team


  • Joined Century Management in 1999
  • Chulalongkorn University, Bangkok, Thailand, BA English
  • Texas State University, MBA

Wanida 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. She also helps to ensure that Century Management is in compliance with Global Investment Performance Standards (GIPS®), and assists with special projects.

Prior to joining Century Management, Wanida spent eight years as a real estate agent with Keller Williams Realty. Wanida is married and has four children.

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Joel Stegall

IT Director


  • Joined Century Management in 2000
  • Technology professional since 1990
  • University of Texas, Austin, BS Anthropology, BS Hebrew, MS Kinesiology

He is responsible for installing, maintaining, and upgrading company network servers, backup servers, generators, the disaster recovery site, individual desk top computers, lap top computers, cell phones, computer peripherals, and all mission critical software.

Prior to working at Century Management, he managed a computer network for the Austin Independent School District and taught computer networking and administration certification courses for Productivity Point. In addition, he taught Physics, taught Anatomy & Physiology, and coached track and field at John H. Reagan High School in Austin, Texas. Joel is married and has four children.

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Anette Brewster

Executive Assistant


  • Joined Century Management in 2007
  • University of Texas, Austin, BA Government

Anette is primarily responsible for assisting Jim Brilliant, the co-chief investment officer, chief financial officer, and portfolio manager, with his day-to-day responsibilities. This includes daily scheduling of meetings and calls; meeting preparation; generating, facilitating, and organizing a variety of reports; and completing multiple projects that occur throughout the year. Anette also assists other members of the executive management team with their day-to-day responsibilities.

Prior to joining Century Management, she worked for Newmark Homes as their design center manager, community coordinator, and customer relations coordinator. Anette is married and has one daughter.

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Linda Masters

Executive Assistant


  • Joined Century Management in 2014
  • University of Houston, BS Psychology

Linda is primarily responsible for assisting Arnold Van Den Berg, the company founder and co-chief investment officer, with his day-to-day responsibilities. This includes daily scheduling of meetings and calls, meeting preparation, generating, facilitating, and organizing a variety of reports including power point presentations, and assisting with multiple projects that occur throughout the year. Linda also assists other members of the executive management team with their day-to-day responsibilities.

In addition to earning a BS in Psychology, Linda took post-baccalaureate courses in Computer Science. Prior to joining Century Management, she worked as the office manager for a solo practice in Internal Medicine and Addiction Medicine. Linda has two grown sons.

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Nicole Okamoto

Executive Assistant


  • Joined Century Management in 2012
  • New York University, Bachelor in Journalism

Nicole is primarily responsible for assisting Scott Van Den Berg, the President, chief operating officer, portfolio manager, and principal, with his day-to-day responsibilities. This includes daily scheduling of meetings and calls; meeting preparation; generating, facilitating, and organizing a variety of reports; and completing multiple projects that occur throughout the year. Nicole also assists other members of the client services team with their day-to-day responsibilities.

Prior to moving to Austin, she served as Communications Director in the non-profit community in Los Angeles. Nicole is married and has two sons.

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Murray Williams

Research Department Programming and Database Specialist

Murray Williams

Research Department Programming and Database Specialist

  • Joined Century Management in 2003
  • Technology/programming professional since 1978
  • Missouri Western State University, BS Chemistry

Murray is responsible for creating, consolidating, and maintaining multiple software systems and databases into one useable internal program we call the "CM Dashboard". This allows our research department to distill the massive amount of financial data that is available into manageable spreadsheets, reports, and easy to use interfaces. In addition, Murray completes other programming requests for the many special and one-time projects that occur throughout the year, as well as automates routine and sometimes complex tasks that help save time and additional resources.

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Sue Daay

Senior Accountant


  • Joined Century Management in 2001
  • Accounting Professional since 1981
  • University of Kansas, BS Business Administration

Sue is responsible for overseeing payroll, tracking and processing company employee benefits, daily reconciliation of company financial statements, and working with outside accounting firms to achieve audited financial statements.

Prior to joining Century Management, Sue worked as a senior accountant for Trammel Crow and as an accountant for Mr. Gatti's Pizza in their corporate office. Sue has two children and one grandson.