Buford, Dickson, Harper & Sparrow, Inc. - Portfolio Management for Institutional Clients

Since 1995 – Celebrating our 15th Year in Business
 

OUR INVESTMENT PROFESSIONALS

Investment Committee Members

Buford, Dickson, Harper & Sparrow, Inc.’s William H. Young, Alex Ramos, and Reginald Dickson work together to construct and manage the Momentum Growth Portfolio.

William H. Young, President and COO
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William H. Young
President & COO

William H. Young serves as President and COO and a member of the Ownership group of Buford Dickson Harper & Sparrow, Inc. He also serves as chairman of the Investment Committee.

Bill brings over 33 years of investment management experience to BDHS. He came to BDHS after a stellar career at A.G. Edwards & Sons, Inc. where he was responsible for managing client assets and the oversight and selection of independent money managers for accounts totaling $10 billion.

Bill has applied his vast experience generously to the public service sector serving as Treasurer of the Board of Police Commissioners of the city of St. Louis, Treasurer of the St. Louis Zoo Friends Association, President of Inroads - St. Louis, Chairman of the Board for the Urban League of Metropolitan St. Louis, and as Trustee on the Executive Committee at Fontbonne College.

Bill earned a B.S. in Business Administration/Investments from California State University at Long Beach.



Reginald D. Dickson, Chairman of the Board and Majority Owner
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Reginald D. Dickson
Chairman of the Board & Majority Owner

Reginald D. Dickson is Chairman of the Board and Majority Owner of Buford, Dickson, Harper & Sparrow, Inc., a portfolio manager for institutional clients. He also serves on the BDHS Investment Committee.

Reginald has 33 years of business to business experience having served on various boards including the Board of Directors and member of the audit committee of Dollar General Corporation, board chairman at First American National Bank/AmSouth (now Regions Bank) Community Development Corporation, and Board of Directors for Heartland Bank. Currently, Reginald serves on the board of Huntington Preferred Capital, Inc.

Reginald has cultivated civic relationships statewide and within St. Louis while serving on the boards of several organizations such as the American Red Cross (Founding member of Charles Drew Blood Drive), the Family Investment Trust, the United Way, St. Louis Community College Foundation, African American Leadership Committee – Harris Stowe State College, Southeast Missouri State University Board of Regents, the Boy Scouts of America, Black Leadership Roundtable (founder), Grand Center and the Small Business Advisory Council for the FCC.

Most notably, Reginald is the retired President and CEO of Inroads, Inc., a national minority career development organization. Reginald’s volunteerism has garnered him the American Red Cross’ Charles R. Drew Award and the Salvation Army’s William Booth Award. Reginald continues to be active in the cultural fabric of St. Louis as founding member of St. Louis Rhythm and Blues Preservation Society.

Reginald earned a Bachelor of Arts from Harris-Stowe Teachers College and a Bachelor of Science-Business from Washington University St. Louis.



Alex Ramos, Security Analyst and Portfolio Manager
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Alex Ramos
Securities Analyst and Portfolio Manager

Alex Ramos is Security Analyst and Portfolio Manager for Buford, Dickson, Harper & Sparrow, Inc. He also serves on the Investment Committee.

Alex has over 10 years of investment and portfolio management experience. He started his career at BDHS as an intern in 1998.

Alex’s responsibilities include primary fundamental and technical research, monitoring investment opportunities, trading and maintenance of our social responsibility guidelines. Additionally, he has been an integral part of the ongoing refinement of our investment process.

Alex holds a Bachelor of Arts in Economics from Washington University St. Louis.



Karen Marshall, Office/Compliance Manager
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Karen Marshall
Office/Compliance Manager

Karen Marshall is Office/Compliance Manager for Buford Dickson Harper & Sparrow, Inc. Karen is responsible for the overall office management of the firm. Additionally, she assists Chief Compliance Officer in the regulatory filings with the Securities and Exchange Commission.

Karen brings over 15 years of management experience from both the public and private sector.

Karen holds a Bachelor of Arts in Psychology from University of California at Berkeley, a Masters of Business Administration from California State University, Hayward and a Bachelor of Science in Accounting from Southern Illinois University, Edwardsville.



Tracie Gregory, Client Consultant Liaison
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Tracie Gregory
Client Consultant Liaison

Tracie Gregory is Client Consultant Liaison for Buford, Dickson, Harper & Sparrow, Inc. Tracie works directly with clients and consultants providing them with monthly and quarterly investment analyses. Additionally, Tracie focuses on the development and marketing of BDHS’ large cap and small cap products.

Tracie has been part of the St. Louis investment and banking community since 1992.

Tracie holds a Bachelor of Arts in Economics from Spelman College, Masters of Accounting in Taxation from University of North Carolina at Chapel Hill and a Masters of Business Administration from Webster University.


BOARD OF DIRECTORS

Reginald D. Dickson: Chairman of the Board and majority owner of BDHS
Member - Investment Committee
Sharnia "Tab" Buford: Retired President of Memphis First Community Bank (Memphis, TN)
David B. Harper: President of David B. Harper Management, Inc.
William H. Young: President of Buford, Dickson, Harper & Sparrow, Inc.
Member - Investment Committee

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One Metropolitan Square
211 North Broadway Suite 2080 St. Louis, MO 63102 (314) 725-5445 www.bdhscapital.com