Career Highlights: 42 years experience in the investment business. Co-founded King Investment Advisors, Inc. in 1981; currently, Chairman and President; also serves in the capacities of Portfolio Manager, Investment Analyst, member of the firm’s Investment Advisory Group. CFA Charterholder and Chartered Investment Counselor.

Member of the CFA Society of Houston Strategic Advisory Board and the CFA Institute. Past President of the CFA Society of Jacksonville, Florida.

Previously, Senior Vice President and Chief Investment Officer, Sun Insurance Services, Inc.; Senior Vice President of Equity Investments, GULFCO Capital Management.

Education: B.A., Business Administration, Lipscomb University; M.A., Political Science, Middle Tennessee State University; National Science Fellow, Government, Cornell University

Career Highlights: 29 years experience in the investment business. Joined King Investment Advisors, Inc. in 1993. Currently, Managing Director and Chief Compliance Officer, and a member of the firm’s Investment Advisory Group. Also serves in the capacities of Portfolio Manager and Investment Analyst. CFA Charterholder and Chartered Investment Counselor.

Governor on the Investment Adviser Association (IAA) Board of Governors, past Chairman of the IAA Political Action Committee, and is a former member of the IAA Membership Committee. Former member of the CFA Institute Professional Development Committee. Director and past-President of the CFA Society of Houston.

Previously, Investment Underwriter, Corporate Finance Division, US West Financial Services, Inc.; Associate Director, Corporate Finance Division, ABQ Capital Markets Group, Inc.; Assistant Vice President, Communications Finance Division, First RepublicBank.

Education: B.S., Economics, United States Air Force Academy; M.B.A., Pepperdine University

Career Highlights: 21 years experience in the investment business. Joined King Investment Advisors, Inc. in 1995. Currently, Managing Director and Chief Investment Officer, and a member of the firm’s Investment Advisory Group. Also serves in the capacities of Portfolio Manager and Investment Analyst. CFA Charterholder and Chartered Investment Counselor.

CFA Institute Presidents' Council Representative for the South Central United States, Latin and South America Region; Member of the CFA Institute; CFA Society of Houston's past-President and Director; Co-Founder of the CFA Institute - Texas Investment Research Challenge; M.A. Wright Oversight Board, Jesse H. Jones Graduate School of Management, Rice University. Texas Angel for the Texas Wall Street Women. Previously, Product Specialist, Capital Group-American Funds Distributors; Research Assistant, Texas A&M University Center for Free Enterprise.

Education: B.S., Economics, Texas A&M University

Career Highlights: 27 years experience in the investment business. Joined King Investment Advisors, Inc. in 2007. Currently, Senior Vice President and Investment Counselor, specializing in trust investments and retirement plans. Dana is also a member of the firm’s Investment Advisory Group. CFA Charterholder. Member of the CFA Institute; Former Director and past-President of CFA Society of Houston. Previously, Vice President and Senior Portfolio Manager, JPMorgan Private Bank; Assistant Vice President and Portfolio Manager, U.S. Trust Company of Texas; Marketing Representative, Capital Institutional Services, Inc.; Portfolio Manager Assistant, BancTEXAS Investment Management Inc. Currently serves as Advisory Trustee to the Heartspring Methodist Foundation.

Education: B.B.A., Finance, Southern Methodist University

Career Highlights: Joined King Investment Advisors, Inc. in 2009 as a Security Analyst. Bryan is currently a member of the firm’s Investment Advisory Group.

Previously served as Chief Investment Officer of the Wright Fund, Rice University's student management investment fund, after being awarded the Wright Fund Scholarship. Before joining King Investment Advisors, Bryan was a financial analyst for Buckeye Partners, L.P., a corporate auditor for RadioShack for three years, and an Assurance Associate at KPMG, LLP for two years. Bryan is a CFA Level III candidate.

Education: Bachelor of Business Administration and Master of Accounting from Texas Christian University; MBA with a Finance concentration at Rice University, Jesse H. Jones Graduate School of Management.

Career Highlights: 22 years experience in the investment industry. Joined King Investment Advisors, Inc. in July 2003. Currently, Vice President, Investment Advisor Representative, and Certified Financial Planner™ Certificant.

Active member of the the Financial Planning Association Houston Chapter since 2002.

Previously, Jon served as Vice President of Financial Synergies Asset Management, where he was responsible for creating, implementing, and monitoring investment plans for high net worth individuals. His industry experience also includes three years as an Investment Specialist for Charles Schwab & Co., Inc. where he was awarded "Most Valuable Broker" for the Southwest Region in 1998. Before joining Charles Schwab, Jon spent four years as a Registered Representative for Fidelity Investments. Jon has been named in the 2009 and 2010 FIVE STAR Wealth Manager(SM) Award Program by Crescendo Business Services.

Education: B.S., Speech Communication, The University of Texas, Austin.

Business Development

Career Highlights: Michael Zarich has 21 years of experience in the investment industry.

Prior to joining KING, Michael worked for a regional investment firm where he was a Managing Director of the investment advisory department. He also held a senior sales position with the firm. Early in his career, Michael was co-founder of a start-up venture offering group health plans to small business owners and their employees. Michael’s primary responsibility at KING is to facilitate long-term growth objectives through developing and maintaining institutional client relationships. A majority of his marketing efforts are focused on institutional consultants and plan sponsors.

Education: B.S., Business Administration with a concentration in Finance and Marketing, University of Denver

Career Highlights: Matt’s entire career, 32 plus years, has been in the financial services industry working with and advising high net worth individuals and families, corporations and institutions. Matt has worked with various securities brokers as a Senior Vice President and as a Managing Director with a billion dollar Registered Investment Advisory firm. His extensive experience in the securities industry includes portfolio management, research, marketing and developing specialized investment and tax strategies for individuals and institutions.

Education: Grove City College, Pennsylvania