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 2022 - 2023 Leadership

2016-2016 BOD Website

2022-2023 Board of Directors & Officers

President
Giovanna Carter, CFA, CAIA,

Giovanna Carollo Carter is a Managing Director at the Duncan Family Office. Previously she was an Investment Manager at Martin Currie Investment Management in Edinburgh, UK. She also held a variety of roles in invetsment management in Credit Suisse, Karrig Startegic Capital, Lehman Brothers, Collins Stewart and Unicredit, In London, UK and Milan, Italy.

Ms. Carter received an MBA from London Business School in London, UK and an undergraduate degree in Business Administration from Boccini University in Milan, Italy.

Ms. Carter holds the CFA and CAIA designations.


Email: [email protected]

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Vice President of Programming

Todd Centurino, CFA

Todd Centurino is a Senior Director of Investments and Head of Private Markets for the Memorial Hermann Health System, a Houston based hospital system with over $5B in assets. In this role, he is active in all investment office matters, but is especially focused on managing and overseeing the build-out of the systems Private Market allocation.

Previously, Mr. Centurino was the Chief Investment Officer at New Capital Management, a Houston based Registered Investment Advisor, where he had responsibility for investment research, portfolio management, investment reporting, and trading. Prior to joining New Capital, Mr. Centurino was at Salient Partners, L.P. (four years), and the Teacher Retirement System of Texas (for six years). He began his career as an Investment Consultant with Fidelity Investments.

Mr. Centurino holds a bachelor's degree from Clemson University and an MBA from Rice University. He is a member of the Board of Overseers for the Rice University M.A. Write Fund and is a CFA charterholder.



Email: [email protected]

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Treasurer / Secretary  
Janko Trenkoski, CFA, CAIA,

Janko is a Financial Advisor with Merrill Lynch Wealth Management. Janko has more than 20 years of professional finance experience. Right after college graduation, in 1996, Janko started with Merrill Lynch in San Francisco, CA. Then, from 1998 to 2016, he spent his career in private equity investing, founding a start up company, and managing a public pension fund in Eastern Europe. Janko rejoined Merrill in 2017 as a part of the Greater Houston team. Janko assists select individuals and families in developing and implementing financial and wealth management strategies to manage their personal and business finances.

Janko holds a Bachelor's degree in Finance from McNeese State University. He is a CFA Charterholder, Certified Financial Planner professional and he also holds the Chartered Alternative Investment (CAIA) designation.



Email: [email protected] or [email protected]                  

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Director
Steven Sheldon, CFA

Steven is a Director and Senior Wealth Advisor with Mariner Wealth Advisors.  Steven has more than 20 years of professional finance experience. Prior to joining Mariner Wealth Advisors, he was principal of SMS Capital Management, LLC, a boutique wealth management firm he founded in 2002, to serve the needs of business owners, corporate executives, professionals and mass-affluent households.

Steven holds an MBA from Tulane University and a Bachelor's of Business Administration (BBA) from The University of Texas at Austin. He is a CFA® charterholder and CERTIFIED FINANCIAL PLANNER professional.​



                   

          

Director
Jun Gu, CFA

Jun Gu is a Senior Vice President & Portfolio Manager at Stavis & Cohen Private Wealth. Prior to joining Stavis & Cohen in 2010, Ms. Gu was a financial journalist at a Chinese newspaper headquartered in Shanghai, where she covered the consumer sector and conducted interviews with many Fortune 500 C-Suite executives.

Ms. Gu holds the CFA designation and is a member of the CFA Institute & the CFA Society of Houston. Ms. Gu received an MBA from Rice University with concentrations in Finance and Accounting and a B.A. in Journalism from Fudan University in China.​







Director
Lee Partridge, CFA

Lee Partridge is a private investor with over 25 years of investment experience. Mr. Partridge served as the Chief Investment Officer of Salient Partners from December 2010 through October 2016. Previously, Mr. Partridge founded Integrity​ Capital to provide outsourced CIO services to public pension systems. He also held positions as the Deputy CIO and Director of Fixed Income for the Teacher Retirement System. During his early career, Mr. Partridge served in a variety of portfolio and risk management roles within the banking and insurance industries.

Mr. Partridge holds the CFA and CAIA designations and received an MBA from Rice University and a B.S. in Psychology from the University of Houston.​



Email: [email protected]




Director
Jason S. Leder, CFA             
                           
Jason Leder is Chief Investment Officer of Leder Fiduciary Capital LLC and has over 30 years of investment experience. Previously, Jason Leder had been a Portffolio Manager with the Invesco/Van Kampen Value Opportunities Fund and with the Invesco/Van Kampen Comstock Fund. At both Invesco and at Van Kampen, Mr. Leder served as Senior Portfolio Manager and as Managing Director.  Previously, Mr. Leder served as a Securities Analyst at Salomon Brothers, Fidelity Management and Research, Gabelli & Company, and Austin, Calvert, and Flavin.  Mr. Leder is a member of the CFA Institute and the CFA Society of Houston.  Mr. Leder holds a CFA designation. 

Mr. Leder earned a M.B.A. degree from Columbia University and a B.B.A. degree in Finance with a concentration in Accounting at the University of Texas at Austin, and graduated from St. John’s School in Houston. 

Email: [email protected]

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Director
Brian Sharpe, CFA                   

Brian Sharpe is a Managing Director and Market Investment Executive at Bank of America Private Bank. Brian joined the firm in 2009, and has over 20 years of investment experience supporting the needs of high net worth individuals and their families, as well as charitable organizations. He leads a team of portfolio managers and trust officers in the Private Bank’s Houston office supporting clients nationwide.

Brian is a graduate of the U.S. Military Academy at West Point, and served as an officer in the U.S. Army. He received and MBA from the Yale School of Management. He is a Chartered Financial Analysts® (CFA®) charterholder, and served on the board of directors of the CFA Society of Washington, DC. Brian began his investment career at Donaldson, Lufkin & Jenrette in 1996.

  

Email: [email protected]






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