Brookmont named "Manager of the Decade" by PSN Informa
Robert Bugg, CFA
Principal and Chief Investment Officer
firstname.lastname@example.org (214) 953-0433
Mr. Bugg’s responsibilities as Principal at Brookmont Capital include the Dividend Equity Strategy and Core Dividend Strategy. He serves on the Investment Policy Committee and directs the firm’s asset allocation models.Mr. Bugg is a seasoned industry veteran, having managed portfolios for individuals, corporations, and foundations for 28 years. Before he founded Brookmont Capital, he served as the Senior Investment Manager for Comerica Bank’s Asset Management Department in Texas. In 2000, he helped launch and managed their Dividend Income Strategy. Prior to Comerica, he was a Portfolio Manager and Equity Analyst for AmSouth Bank and SunTrust Bank. Mr. Bugg graduated from Huntingdon College with a BA in Marketing and History and from the University of Alabama with an MBA. He also holds the Chartered Financial Analyst designation.
email@example.com (214) 953-0196
As Principal at Brookmont Capital, Mr. Scott manages the firm’s fixed income and actively managed cash portfolios. He provides credit analysis for holdings in the Dividend Equity Strategy, directs the firm’s new business efforts, and serves on the Investment Policy Committee. Mr. Scott brings a wealth of experience to the conference table, with 26 years in fixed income instruments, including all taxable and tax-exempt securities, short-term investments, and preferred securities. Before joining Brookmont, Mr. Scott served for ten years at Morgan Keegan in their institutional fixed income group.Mr. Scott earned his finance degree from the University of Alabama.
firstname.lastname@example.org (214) 953-0190
Ms. Begando assists the firm’s compliance efforts, equity and fixed income trading, and the execution of Brookmont Capital’s investment policies. She sits on the Investment Policy Committee as a compliance advisor. Ms. Begando has 29 years of experience in portfolio management trust administration and trust operations. She worked in the Asset Management Department at Comerica Bank from 1990 until 2007, when she joined our firm.She graduated with a BS degree from Amberton University and an MBA from the University of Dallas in Sports and Entertainment Management.
Director of Research
email@example.com (214) 953-0439
Mr. Harrell joined Brookmont Capital in September 2013 and is responsible for equity research in the Energy and Technology sectors. Mr. Harrell sits on the firm’s Investment Policy Committee and provides direct support for the firm's SMA portfolios. He is a CFA Level III candidate and holds his Series 65. Mr. Harrell was previously employed in the Capital Markets Division at Williams Financial Group. Mr. Harrell worked under a team that covered Technology, Oil Field Services, and Homebuilding companies.Mr. Harrell graduated from Southern Methodist University with a B.S. in economics and concentration in financial applications.
Mr. Harrell covers the Energy and Technology sectors.
firstname.lastname@example.org (214) 736-0484
Mr. Hornung joined Brookmont Capital in 2016 and is an equity analyst covering the Health Care, Discretionary, Consumer Staples sectors. He is a CFA Level III candidate and holds his Series 65. Andrew was a Summer Equity Analyst at Brookmont in 2015 and provided research support for the firm's Investment Strategies. His previous employment includes intern positions at Arbela Partners and Marcus and Millichap. Mr. Hornung graduated from Southern Methodist University and majored in Finance with a concentration in Real Estate. While at SMU, Andrew was a Founder's Scholar, BBA Scholar, and Mustang Scholar.
Mr. Hornung covers the Health Care, Consumer Discretionary, and Staples sectors.
Director of Portfolio Strategies
email@example.com (214) 736-0486
Mr. Baker is Senior Vice-President and Director of Portfolio Strategies for Brookmont Capital. He is responsible for the strategic direction of the firm's investment strategies including separately managed accounts and advisory of unit investment trusts, and serves on the Investment Policy Committee. Prior to joining the firm, Mr. Baker was a Regional Vice-President for First Trust Portfolios where he managed the distribution of various products, including unit investment trusts, ETFs and closed-end funds to financial advisors. Mr. Baker's prior employment also includes Regional Consultant at Goldman Sachs.
Mr. Baker carries over 12 years of experience in the financial services industry, and he is a graduate of Indiana University, Kelly School of Business, with a B.S in Finance and Marketing. He holds his Series 6, 7, 63, and 66.