Kent Winegar

Analyst-Equity at

Terry McDaniel & Co.

Consumer Services

Finance

Industrial Services

Profile

Mr. Steven K.
Winegar is an Analyst & Portfolio Manager at Terry McDaniel & Co. He joined the firm in 2006.
Previously Mr. Winegar was a structural engineer in the New York office of Weidlinger Associates, Inc. He received a B.S.
in Civil Engineering from Columbia University in 1999, his M.S.
in Civil Engineering from the University of California, Berkeley in 2000, and his M.B.A. from the University of Texas’ McCombs School of Business in 2006.
He is a member of the CFA Institute and the CFA Society of Austin.

Kent Winegar active positions

Companies	Position	Start
Terry McDaniel & Co. Terry McDaniel & Co. Investment ManagersFinance TMC employs two investment strategies, Equity and Fixed Income, which tailor based on each client’s objectives, return requirements and tolerance for risk. In most cases, this results in a balance between the two strategies for each client. The firm’s equity strategy seeks to achieve long-term income and capital appreciation while attempting to manage portfolio risk. Analysis of stock investments is a bottom-up approach relying heavily on the fundamental analysis of individual companies. The strategy typically holds equity securities of approximately 25 companies. Their fixed income strategy seeks to provide stable income while attempting to manage interest rate and credit risk. Bond investments analysis emphasizes high credit quality and liquidity. Investments are typically in fixed income securities with short-to-intermediate maturities from one to ten years. The firm maintains a staff of investment securities analysts who conduct research into the stocks and bonds used in portfolios.	Analyst-Equity	2005-12-31

All active positions of Kent Winegar

Former positions of Kent Winegar

Companies	Position	End
Weidlinger Associates, Inc. Weidlinger Associates, Inc. Engineering & ConstructionIndustrial Services Provides structural engineering and applied mechanics consulting services	Corporate Officer/Principal	-

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Linked companies

Private companies	5
Terry McDaniel & Co. Terry McDaniel & Co. Investment ManagersFinance TMC employs two investment strategies, Equity and Fixed Income, which tailor based on each client’s objectives, return requirements and tolerance for risk. In most cases, this results in a balance between the two strategies for each client. The firm’s equity strategy seeks to achieve long-term income and capital appreciation while attempting to manage portfolio risk. Analysis of stock investments is a bottom-up approach relying heavily on the fundamental analysis of individual companies. The strategy typically holds equity securities of approximately 25 companies. Their fixed income strategy seeks to provide stable income while attempting to manage interest rate and credit risk. Bond investments analysis emphasizes high credit quality and liquidity. Investments are typically in fixed income securities with short-to-intermediate maturities from one to ten years. The firm maintains a staff of investment securities analysts who conduct research into the stocks and bonds used in portfolios.	Finance
The Trustees of Columbia University in The City of New York The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The University of Texas at Austin The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of California, Berkeley University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Weidlinger Associates, Inc. Weidlinger Associates, Inc. Engineering & ConstructionIndustrial Services Provides structural engineering and applied mechanics consulting services	Industrial Services