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 years of industry experience are the foundation of his extensive market knowledge. He began in the industry working for several financial services companies. However, he quickly found that he didn’t always agree with leadership and he wanted to be in a business that he loved at a place that he believed in. Wanted to make his own decisions, Arnold formed Century Management in 1974.
Involved in research and strategies of advising clients on how to meet their financial goals. He has found in this business that there are many other things he consults on beyond investments. He considers this business not just wealth management but life management as a good advisor also becomes involved in health, wealth, and lifestyle issues.
He is a lifelong student of the financial services business. It has also led him into studying many other fields, not just financial services including philosophy, psychology, studying the subconscious mind, and spiritual matters.
His childhood years, in the 1940s, were filled with angst. He and his family were living in Holland, just down the street from Anne Frank. Taken over by the Germans, both of Arnold’s parents survived Auschwitz. However, a 19-year-old girl saved Arnold by miraculously sneaking him through the German lines. Today Arnold shares his story by speaking at schools on his experiences growing up, being a holocaust survivor, and helping young people learn from those who have been through tough times.
Arnold is a vegetarian, active in yoga, and spends time with his wife, their three children and seven grandchildren.
Growing up in the financial services industry, Scott had observed and listened to his father discussing stocks, bonds, and the financial markets since he was young. This early education led him to a lifetime of learning and caring about helping people achieve financial success.
Starting his career in real estate, Scott later joined his father at Century Management in 1993 where he learned and advanced by occupying every position in the company prior to taking on a leadership role. Today Scott is President of the firm and co-portfolio manager. Scott also sits on the Board of Trustees and serves as secretary for the CM Advisors Family of Funds.
A perpetual student, Scott holds multiple industry specializations and designations. He attended Glendale College and California State University at Northridge on a track and field scholarship, focusing his studies on Finance.
Designations: • Certified Financial Planner™ - CFP® • Chartered Financial Consultant® - ChFC® • Chartered Retirement Plans Specialist – CRPS® • Chartered Mutual Fund Counselor – CMFC® • Accredited Investment Fiduciary® - AIF® • Accredited Wealth Management Advisor – AWMA®
Scott and his wife have been married for over 27 years, have three children, and one granddaughter. They treasure family vacations and consider Disney their favorite destination. Scott, alongside his mother and father, also supports a local orphanage.
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:
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 father exposed him to investing at a very young age. He knew early on that he wanted to be involved in the industry. After college he was mentored by Arnold Van Den Berg, who encouraged him to get the Chartered Financial Analyst designation and later hired him at Century Management in 1990.
Today, Aaron oversees the Century Management Trading Department and sits on the Board of Trustees for the CM Advisors Family of Funds.
Prior to joining Century Management, Aaron worked as a financial consultant for Shearson Lehman in 1987. He graduated from California State University at Northridge with a BS in Business Administration.
Designation: • Chartered Financial Analyst (CFA®)
Aaron enjoys playing golf and traveling to play new courses. He is very close to his family and enjoys spending time with them.
In the industry since 1994, Lisa joined Century Management in 2002. She finds the firm’s family-like culture and commitment to clients an industry differentiator.
As the Chief Compliance Officer, Lisa’s duties include, but are not limited to, administering the Advisor’s policies and procedures, reviewing and updating the Advisor’s internal trading policies and procedures on an annual basis, 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 graduated from the University of Houston, Clear Lake, with a BS in Psychology and Sociology.
Designation: • Investment Adviser Certified Compliance Professional® (IACCP®)
Lisa has been married for over 20 years. She and her husband have two sons who are extremely active in sports and enjoy attending a constant stream of their friends’ birthday parties.
Adrian’s career has been focused from the beginning on value investment strategies. Adrian earned a BA in economics from Columbia University and also earned an MBA at Columbia University Business School in their acclaimed value investing program.
Adrian began in financial services working at Khronos, a value-oriented hedge fund, as a Senior Analyst in New York City. Adrian later became the founding partner and managing member at Branch Brook Capital LLC, a value-oriented investment partnership. Later Adrian joined Century Management to continue working on value investment strategies.
Today Adrian is a senior member of the investment team at Century Management 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.
He and his wife live in Austin with their 2-year-old. They enjoy the beautiful outdoors in and around Austin and enjoy traveling to visit family on the east coast and in Hawaii.
Taylor appreciates the deep commitment to clients and the philosophy that Century Management has been built upon – value investing. He is a senior member of the investment team and has been with the firm since 2012.
Taylor 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.
Prior to working at Century Management, Taylor worked at ORIX Corporate Capital, the U.S. investing arm of the Japanese Bank, ORIX. He attended Baylor University where he majored in Finance and Economics and graduated with Summa Cum Laude honors.
Taylor and his wife enjoy hiking, reading by the fireside and volunteering at their church. He has travelled to Omaha every year since 2008 to attend the annual Berkshire Hathaway shareholders meeting.
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, John was a senior market maker at Jefferies & Company and a senior equity trader at Fidelity Investments. He has a BBA in Marketing from Texas Tech University and an MBA from Texas Christian University.
John is married and has three children. He enjoys spending time with his family, working out and occasionally finding time to golf.
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 grew up in the mountains of Colorado and being out in nature continues to be his favorite pastime. His father’s career in the financial services industry was a big part of his growing up and ultimately influenced him to enter the financial services industry as a career and become a financial planner. One of David’s first jobs was a clerk at a trust company in Boulder, CO. After college he began building his technical and market skills and began studying for the Certified Financial Planner™ certification.
Prior to joining Century Management, David 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.
Today, as a Senior Wealth Advisor and the Director of Financial Planning at Century Management, David oversees all of the financial and retirement planning activities at the firm and works with clients; helping to match their investment strategy with their overall goals and plan.
David graduated with a BA from University of Colorado, Boulder, is a graduate of the American Bankers Association’s National Graduate Trust School, holds a Certified Financial Planner™ (CFP®) certification, and is a Certified Trust and Financial Advisor (CTFA) earned from the American Bankers Association.
The generosity and understanding of the management team at Century was critical as his wife pursued her medical education. Their two young adult sons have inherited the family’s love of the outdoors and for 120 days in the summer of 2019 will paddle 2800 miles south-to-north on a Trans-Canada canoeing expedition starting in Minnesota and ending up at the Arctic Ocean.
John has always enjoyed helping people with their finances for over three decades. Today, as a Senior Wealth Advisor, John provides comprehensive wealth management services to a select group of clients including financial and retirement planning services.
Prior to joining Century Management, John worked in banking for 10 years working his way up to Branch Manager for Bank of America. He then moved to Charles Schwab & Company as an Investment Representative and later as a Team Lead. He became aware of Century Management while at Charles Schwab & Company. At Schwab he began referring clients who wanted stock portfolio management provided by Century Management and came to appreciate their value investment philosophy. Eventually John joined the team at Century.
John joined Century Management in 2003 after a seasoned career in finance and investing. He finds the unique culture of value the most powerful asset of the company. There is a constant discipline toward finding value for clients in investments, planning, and strategies that embodies the true definition of being a fiduciary.
As the Director of Business Development and Senior Financial Advisor, John is responsible for communicating the firm’s investment philosophy and approach, explaining the details of separately managed account and mutual fund programs, providing financial planning services, as well as helping individual clients choose appropriate investment strategies given their specific financial goals and objectives.
John graduated from the University of Texas, El Paso, with a BBA in Finance and later received an MBA with an emphasis in Finance from the University of Houston, Clear Lake. Prior to joining Century Management, he was an investment specialist at Charles Schwab & Company, and an investment specialist at Fidelity Investments.
Designations: • Certified Financial Planner™ - CFP® • Chartered Financial Consultant® - ChFC®
John and his wife have been married for over 27 years. They have two children in college (one majoring in mechanical engineering, and the other majoring in business), a daughter in middle school, and a pet bull dog named Milo. They enjoy taking family trips, as well as hiking and spending time outdoors.
Ed began his working career at age 15 when he started as a door-to-door salesman for the local newspaper and cable company. He continued this work to pay his way through college, earning a BA in Business Administration from the University of Houston.
Prior to joining Century Management in 2002, Ed was the director of client services at Vista Analytics, an investment advisor at Charles Schwab & Company, and a financial consultant for Merrill Lynch & Company. He has been a financial professional since 1993.
As a Senior Wealth Advisor, Ed oversees the day-to-day relationship between Century Management and a select group of clients. This includes communicating the firm’s investment strategy, explaining details regarding managed accounts and providing financial and retirement planning services.
Ed is married and he and his wife have a daughter who is attending University of Oklahoma. Outside of work, Ed likes to work on performance cars and he and his wife like traveling to Europe. Their favorite travel destinations include Rome, Venice and Paris. Ed also enjoys working out with a goal to make it to the gym 6 days a week! His wife runs a small fashion merchandise business. They live in Oklahoma.
Mark has been in financial services throughout his entire career and is passionate about helping others through proper planning and investment decisions. He appreciates the principled approach to investing, the value-based investment strategy, and the discipline that Century Management employs.
A Relationship Manager at Century Management since 2006, Mark oversees the day-to-day relationship between the firm and a select group of clients. He cherishes the role he has to help, guide, and serve the needs and goals of clients. This role includes communicating investment strategy, explaining details regarding managed accounts, and providing financial and retirement planning.
Prior to joining Century Management, Mark was an investment specialist for Charles Schwab & Company, a financial consultant for Sutro & Company, and a financial consultant for Dean Witter, Reynolds. Mark received a BS in Business Administration from the University of Southern California
Mark and his wife Nicole (who also works at Century Management) have been married for 25 years. They have one son in college and another son in high school. They also have two Golden Retrievers named Molly and Gracie. The family loves to travel and has taken incredible trips to Asia, Europe, and South America. Mark enjoys hiking, playing tennis and seeking out new restaurants to try.
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.
At Century Management since 2005, Justin enjoys being part of a team committed to technological advancements in order to enhance the wealth of clients.
Justin is a key member of the accounting and reporting group and is responsible for shaping the ongoing client experience through the design of the client account portal and other information systems. Justin also supports marketing communication for the firm through videography and photography.
Prior to joining Century Management, Justin worked in both accounting and operations roles in the technology consulting and construction industries. He graduated from the University of Richmond with a BS in Business Administration and Business Management.
Justin enjoys time with his wife, Debbie who is a Doctor of Oriental Medicine. They have two sons and a dog that all enjoy to travel. He also spends time mountain biking, experimenting with photography, coaching youth sports, and taking part in yoga and hiking.
Wanida has been at Century Management since 1999 and enjoys working in the family-like atmosphere at the firm, the opportunities it has given her, and the warm culture it provides clients.
Responsible for daily operations and account reconciliation, Wanida is a key member of the accounting and reporting group. She focused on processing the information needed to run the firm’s portfolio management, performance, accounting, and reporting system. She also helps to ensure that Century Management is in compliance with the 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. She graduated from Chulalongkorn University in Bangkok, Thailand, with a BA in English and Texas State University, with an MBA.
Wanida is married and has four grown children. An outdoor person who enjoys traveling and hiking, she has found the opportunity, now that her children are adults, to spend extra time gardening and taking part in yoga and Zumba.
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.
A programmer and database specialist at Century Management for over 15 years, Murray believes that it is the combination of people and extensive experience at the firm that makes it a special place for clients and employees.
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 the research department to distill massive amounts of financial data into manageable spreadsheets, reports, and easy to use interfaces. In addition, he completes other programming requests for special and one-time projects and automates routine and sometimes complex tasks that help save time and additional resources.
Prior to joining Century Management in 2003, Murray worked for Advanced Micro Devices as an etch module manager and thin films operations manager; for Harris Semiconductor as a production supervisor and thin films process engineer; and for the U.S. Navy Nuclear Power School as a physics division director and a nuclear physics/chemistry instructor. He has a Bachelor of Science degree in Chemistry from Missouri Western State University.
Murray is married and has two sons. When he’s not at work, he travels throughout the United States playing on a competitive softball team. He and his family also enjoy taking vacations to see family in Florida.
Anette joined Century Management in 2007 and is primarily responsible for assisting Jim Brilliant, the co-chief investment officer, chief financial officer, and portfolio manager, with his day-to-day responsibilities. She also oversees Human Resources, researching and implementing employee insurance programs and assisting in the development of company employment policies.
Prior to joining Century Management, Anette worked for Newmark Homes as their design center manager, community coordinator, and customer relations coordinator. She graduated from the University of Texas, Austin with a BA in Government.
Anette has been married nearly 30 years and has one daughter. Anette is a passionate sports fan and if she is not watching sports, she enjoys spending her free time outdoors.
Linda enjoys the warm family atmosphere at Century Management and the company’s strong mission to help others.
Linda joined the firm in 2014 and is primarily responsible for assisting Arnold Van Den Berg, the company Founder and Co-chief Investment Officer, with his day-to-day responsibilities, and supports him with multiple larger projects that occur throughout the year. Linda also assists other members of the executive management team with their day-to-day responsibilities.
Prior to joining Century Management, she worked as the office manager for a solo practice in Internal Medicine and Addiction Medicine. In addition to earning a BS in Psychology at the University of Houston, she also took post-baccalaureate courses in Computer Science.
Linda has two grown sons living in Houston and Austin respectively. She recently purchased a new home after selling her previous house by herself. She is an avid reader, writes fiction, loves to cook and paint, and enjoys listening to all kinds of music, especially classical.
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.
Sue has been at Century Management since 2001. Throughout her time at the firm, Sue has found that the generous and understanding nature of the leadership team at Century Management is truly unique and impactful in her life, as well as that of clients.
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.
Sue graduated with a BS in Business Administration from the University of Kansas. She has been an accounting professional since 1970. Prior to joining Century Management, Sue worked as a senior accountant for Trammel Crow doing corporate financial reporting for many years until they centralized their accounting operations.
Sue has two children and two grandsons. She enjoys gardening and reading.