Team Of ExpertsMcElhenny Sheffield's team of experts has over 150 years of combined experience...
, Founder and Managing Partner
BRUCE FRASER, founder and managing partner of McElhenny Sheffield, is a 25-year veteran of the financial industry. After managing a very successful investment fund for nearly 15 years, Bruce expanded the firm to incorporate a full breadth of wealth management services at the request of clients.
Bruce compiled extensive quantitative market research while completing his MBA in Finance at Southern Methodist University. This depth of knowledge provides the basis for some of the sophisticated strategies deployed for MSCM clients and, additionally, has been a guiding influence for the team while MSCM looks to help investors navigate uncertain markets in the pursuit of creating multi-generational wealth. Bruce continues to be involved with SMU as a member of the Associate Board, mentoring MBA students.
TODD TERRY, CFA®, has 20 years of financial industry experience. He joined MSCM as Director of Operations in order to help support the needs of our growing business. He previously served as Managing Director for Business Development with System & Architectural Solutions, a boutique IT solutions consulting firm focusing on the financial industry.
Additionally, Todd handled Operations and Institutional Sales for ConvergEx Prime Services, a prime brokerage firm and affiliate of the Bank of New York, primarily servicing hedge fund, mutual fund and RIA firms. Todd was previously Vice President of M&A Business Development for Transfirst, a large credit card processing firm and Vice President for Aspen Advisors, a boutique investment banking firm. He began his career as Equity Analyst for Richmont Investment Management and David W. Tice & Associates, a hedge fund and investment research firm, respectively.
Todd received a BBA in Management from Texas A&M as well as a MBA from Texas Christian University and holds the CHARTERED FINANCIAL ANALYST® designation.
Jeffrey Beamer is a 33-year veteran of the trading/financial services industry. Prior to joining MSCM, Jeffrey was the Founder and Managing Partner of Sigma Capital Advisers LLC. Other experience includes being co-founder and Partner of Lacerte Capital Partners L.P. and Lacerte Capital Advisors LLC. Jeffrey served as Portfolio Manager for their Onshore/Offshore Hedge Fund as well as the Lacerte Guardian Mutual Fund, investment committee member and Director of Trading and Research.
Early in Jeffrey’s career he joined Fidelity Investments, the largest privately held investment firm in the U.S., and after 12 years with the firm Jeffrey left Fidelity to start his own firm, Sovereign Trading Group LLC. Jeffrey has been an instructor for the Options industry for over 15 years and has taught thousands of professional and novice traders around the world about the use of exchange traded options and still teaches and lectures today.
Jeffrey is a member and former President of the Dallas Securities Traders Association. He has also served as Chairman of the Market Technician Association and is a member of the National Association of Active Investment Managers (NAAIM).
- Tel: (214) 460-2582
JEFFREY BRADLEY, brings 17 years of industry experience to MSCM. Jeff joined MSCM after a successful 9 year tenure at Merrill Lynch. Prior to Merrill Lynch, he was an investment advisor for JP Morgan Chase for 5 years and Edward Jones for 3 years. Jeff uses a very proactive approach to fully understand each client’s evolving goals and objectives. Jeff holds a BBA in Finance from Texas A&M.
JOSHUA M. COHEN
Joshua M. Cohen joined MSCM in 2017. Previously, Josh was a partner at Regal Investments, L.P. where he worked alongside two of Dallas’ most legendary traders. He later served as partner at Ackerman Capital Management. Josh also served as the managing partner of the hedge fund, Quad Asset Management, L.L.C. After Quad, Josh successfully invested his own capital and that of a select number of high-net-worth clients. He started his career as an investment banker in corporate finance for Lehman Brothers. He was a long-time member of the board of directors for Free the Children and currently serves on the board of Sing for Hope. Josh has a B.A. in economics from the University of Texas.
After completing a 17 year career as a defenseman in the NHL, the capital markets became my new calling. I had the pleasure of working the next 11 years with KCCI, Ltd., an institutional equity execution firm, as their Southwest Director for Institutional Sales and Research. Joining MSCM in January of 2017 provided the right platform of collaborative advisors to serve our clients’ needs. A lifetime of experience consistently affirms my belief, that a conservative defense minded approach to growth, is the winning formula. I have a special affinity for the challenges that athletes, high earners, liquidity event recipients and families with special needs members face in managing their assets to last a lifetime and beyond.
JOHN FOWLER, CFP®, has over 10 years of industry experience working with High Net Worth and Mass Affluent clients. John holds a Bachelor’s Degree in Electrical Engineering as well as a minor in Russian Language and Eastern European studies. He was a programmer for Northrop Grumman on a joint NASA and FAA project before applying his quantitative and analytical skills to the world of finance.
John spent nearly 5 years at Fidelity, where he provided financial planning and investment guidance to large corporate 401k participants, High Net Worth investors, and corporate executives. In 2008, he transitioned to TD Ameritrade, the #1 brokerage firm by trading volume. During his tenure he gave investment guidance, financial planning, and education regarding advanced trading strategies in equities, fixed income, options, futures, and currencies to high net worth clients. He also spent over 4 years serving as a branch compliance principal. In 2014, John achieved the Circle of Champions award for being one of the top 5% advisors at TD Ameritrade nationwide.
John is a registered options principal, a CERTIFIED FINANCIAL PLANNER™, and is working towards both the Chartered Financial Consultant and Accredited Estate Planner designations.
JESSE HAUPTRIEF, CLU®, RFC®, AEP®
Jesse Hauptrief has been in the financial services and investment business for over 40 years. He joined McElhenny Sheffield Capital Management (MSCM) in 2017. Prior to MSCM, Jesse owned Resource Wealth Management, LLC which he founded in 2004 after working as a fee-based financial advisor for 6 years for various regional brokerages. Jesse began his financial services career working with several major life insurance companies. Jesse has earned his Chartered Life Underwriter, Registered Financial Consultant and Accredited Estate Planner designations.
Prior to his career work he served in the Air Force during Vietnam and studied Business and Accounting at Texas State University.
Shaun Hayes has over 12 years of experience in the financial industry. Prior to MSCM, Shaun was a Senior Financial Advisor with Merrill Lynch , where he grew his personal practice and offered comprehensive financial planning and investment advice to clients, more than doubling assets under management to over $ 60 million. Shaun started his career at AXA Advisors, LLC, where he became a Vice President and hired/trained a team of advisors within the first three years of his seven-year tenure, ranking among the top 3 teams nationally as a manager.
Shaun graduated from the Honor’s Program at Texas Christian University with a BBA in Finance and Entrepreneurial Management, attending on an academic and music scholarship for percussion. While at TCU, Shaun was accepted into the highly competitive student managed Educational Investment Fund, giving Shaun critical experience in analyzing individual companies. Shaun also earned the Retirement Planning Specialist designation and was a founding member of the Medical Professional Advisory Group, offering specialized financial services to members of the medical community.
Shaun brings a unique perspective to wealth management stemming from a deep interest in fundamental value investing, military history, investor psychology, and an active interest in the outdoors. Shaun is also active in the community as a musician, playing drums in various venues around the Dallas/Fort Worth area.
ANDREW HUNT, CFP®, has over 18 years of financial industry experience working in an advisory role with High Net Worth and corporate clients. Andy joined MSCM after a successful tenure at Charles Schwab. Prior to joining Charles Schwab, Andy worked as a Director for The Embark Group and as an investment advisor for Merrill Lynch. He also spent 10 years at Fidelity Investments in a variety of roles, most recently as a sales manager.
Andy received his BA and MBA degrees from Southern Methodist University where he was a member of the Cox School of Business Leadership Forum. He also holds a CERTIFIED FINANCIAL PLANNER™ designation.
RYAN MCKEE, has more than 12 years of banking and investment experience, having worked for the largest family-owned bank in the United States. Ryan joined McElhenny Sheffield in 2016. Prior to MSCM, Ryan was vice president at Spar Investment Counsel. Ryan received a BBA in Finance and was selected by his university as one of four students to manage the university’s investment fund. Ryan is a level 1 CFA candidate.
GRANT MORRIS, CFA®
GRANT MORRIS, CFA® specializes in tactical investment strategies and technical analysis for MSCM. Grant joined MSCM after developing a rules-based trend following strategy to manage his personal investable assets. Through extensive research and analysis, Grant has found that his disciplined trend following approach allows him to participate in most of the “good times” in the stock market while avoiding much of the downside; resulting in larger compounded returns over full market cycles, as compared to typical buy-and-hold strategies. Grant now manages multiple tactical ETF strategies for MSCM clients as well as for his own accounts.
Grant has 10 years of experience serving clients in the financial services industry. He was previously a Director at AlixPartners, where he advised and testified on economic damages in commercial litigation as a financial expert. Prior to working at AlixPartners, Grant performed business valuations and litigation consulting at the BVA Group. Before working as a consultant, Grant was an engineer for a global telecom equipment manufacturer.
Grant holds the CHARTERED FINANCIAL ANALYST® (CFA) designation and obtained an MBA with a concentration in finance from Southern Methodist University’s Cox School of Business. While at SMU, he was one of a small number of students selected to manage the investments of the graduate school’s endowment fund. He also has a B.S. degree in Industrial Engineering from Texas A&M University.
- Tel: (214) 803-3559
L. DALE STAMPS
L. DALE STAMPS, CFA®, has over four decades of experience in the investment business which began by founding Spar Investment Counsel, Inc. in 1974. Dale grew the firm to over $ 75 million in assets under management by working with a select group of high net worth Dallas families. Prior to SPAR, Dale graduated first in his class with a Bachelor of Industrial Management from Auburn University and went on to graduate with a MBA from Harvard Business School. Dale also holds a CHARTERED FINANCIAL ANALYST® designation.