Brazos Mutual Funds - Overview Team

Brazos Mutual Funds

Investment Professionals

A critical element to the success of the fund’s research process is the firm’s team of seasoned investment professionals who hold a proven track record in screening, researching, and stock-picking. The investment team is comprised of two portfolio managers/analysts and four research analysts.

Investment Professionals Team

Michael S. Allocco, CMT - Mid Cap/Growth Fund Portfolio Manager

Mike Allocco is a native of Chatham, New Jersey, a suburb of New York City. In addition, he has lived in Tampa, Chicago, Minneapolis and Boston. Mike received a B.A. in Management with a concentration in Information Systems from the University of South Florida. He received an M.B.A. with concentrations in Finance and Economics from the University of Chicago Graduate School ...

Casey Cass - Research Analyst

Casey Cass is a native of Dallas, Texas. In 2005, he graduated summa cum laude from Southern Methodist University where he received a B.B.A. in Finance with honors and a minor in Economic Decision Making Under Uncertainty. While at Southern Methodist University, Casey was selected to help manage the Anne Rife Cox Fund. The Anne Rife Cox Fund is one of the oldest and largest ...

Jamie Cuellar, CFA - Micro Cap/Small Cap Portfolio Manager

Jamie Cuellar is a native of Dallas, Texas. He graduated from The University of San Diego where he received a B.B.A. with emphasis in finance. After returning to Dallas and working for Fidelity Investments, Jamie earned his M.B.A. from Southern Methodist University in 1995 and his Chartered Financial Analyst designation in 1996.

After business school, Jamie worked ...

Alice Cui - Research Analyst

Alice Cui is a native of China. After receiving a B.S. in Chemical Engineering in 1995 from Tsinghua University, she moved to the U.S. and has lived in Boston, Philadelphia, and New York City. Alice received a Master degree in Biochemical Engineering from Tufts University (1998), and an M.B.A. with concentration in Finance from The Wharton School (2003). Alice earned her ...

Tim Hurlburt, CFA - Research Analyst

Tim Hurlburt was born in Illinois and grew up in Wisconsin. Tim received a B.S. in Accounting from the University of Wisconsin - Oshkosh. After graduation and working as a plant controller for two years, Tim returned to school at University of Wisconsin - Madison where he received an M.S. in Finance in 1996. He was designated a Chartered Financial Analyst in 2000. Tim has ...

Craig Swann - Research Analyst

Craig Swann is a native of Quitman, Texas, and has lived in Dallas since 1992. Craig received his Bachelor of Arts from Southern Methodist University in Dallas in 1996 while attending school on a football scholarship. He was employed at Morgan Stanley after graduation as a Financial Advisor and focused on the high-net worth investment market. Craig joined Bank of America as ...

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