Patriot Fund - Terror Free Investing

Investment Committee

J. Philip Ferguson | Non-Executive Chairman

  • Former Chief Investment Officer of $100 billion InvescoAIM
  • Vice Chairman of $20 billion UTIMCO (University of Texas Investment Management Company)
  • Investment Committee, Houston Museum of Fine Arts
  • University of Texas Law School (JD), Texas Christian University (BBA), City of London College (International and Comparative Law)

James H. Lee | President, Ascendant Advisors Group, LLC

  • Founder and Former President of Momentum Securities, LLC
  • E&Y Entrepreneur of the Year
  • Former Chairman, $100+ billion Teacher Retirement System of Texas
  • Former Trustee, $550 million Texas Growth Fund
  • University of Texas (MBA), University of Texas (BBA Finance), London Business School (Executive Hedge Fund Program)

Todd Smurl, CFA | President and Chief Investment Officer

  • Former Managing Director of $4 billion Wealth Management Group, Compass Bank
  • University of Arkansas at Little Rock (MBA), University of Central Arkansas (BBA)
  • Chartered Financial Analyst (CFA), Houston Society of Financial Analysts

 

James Walker | Member

  • Ascendant since 1990
  • Southern Methodist University (MBA), Rice University (BA Physics)

Distribution And Marketing

Paul Wigdor | Managing Director, Ascendant Funds

  • Former President, Superfund USA
  • Former Managing Director, Pershing LLC
  • Former Associate Director, Bear Stearns & Co.
  • Fordham University (JD), Brandeis University (BS)

 

 

Greg Avallon | Director, Ascendant Funds

  • Former Vice President, Superfund USA
  • Boston College (BS)

 

 

 

 

 

Mark Langerman, AIF | Managing Director, Patriot Fund

  • Former Branch Manager, Paine Webber
  • Former VP, Merrill Lynch & Co.
  • Various media appearances on behalf of Terror-Free Investing
  • Michigan State University

 

 

Paul Seidman | Director, Patriot Fund

  • AVP, Wells Fargo Securities
  • AVP, Merrill Lynch & Co.
  • Former Executive, Fortune 500 company
  • Arizona State University (BS)

 

 

Mark Langerman and Paul Seidman are registered as investment advisory representatives with Ascendant Advisors, LLC,  the SEC-registered investment adviser to the Patriot Fund, and with Empowerment Financial, an unaffiliated registered investment adviser based in Scottsdale, AZ.