Brandon Lance Troegle

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Profile

Mr. Brandon L.
Troegle, CFA MBA, is a Managing Director of Portfolio Management & Fundamental Analysis at Hillcrest Asset Management LLC.
He also serves as Portfolio Manager for Hillcrest Asset Management LLC.
He has over 16 years of investment experience.
Mr. Troegle was previously employed as an Equity Analyst by Morningstar, Inc., a Securities Analyst by Bank of America Corp., and an Investment Researcher by Luther King Capital Management Corp.
He received his BA degree in Business Administration and History from Austin College and an MBA from the SMU-Cox School of Business.
He is a Chartered Financial Analyst.

Former positions of Brandon Lance Troegle

Companies	Position	End
Hillcrest Asset Management LLC Hillcrest Asset Management LLC Investment ManagersFinance Hillcrest Asset Management LLC (Hillcrest) is an independent investment management firm headquartered in Plano, Texas. The firm was founded by Brian Bruce in 2007. Hillcrest provides investment supervisory services to high-net-worth individuals, investment companies, pooled funds, and retirement and savings plans.	Portfolio Manager-Equities	01/01/2022
MERRILL LYNCH PREFERRED CAPITAL TRUST I	Corporate Officer/Principal	-
Luther King Capital Management Corp. Luther King Capital Management Corp. Investment ManagersFinance Luther King Capital Management Corp. (LKCM) is the investment advisory firm headquartered in Fort Worth, Texas and has additional offices in Austin, San Antonio, and Dallas. The firm was founded in 1979 by J. Luther King, Jr. and is a subsidiary of Southwest JLK Corp. LKCM provides investment management services to high-net-worth individuals, foundations, endowments, investment companies, pension and profit-sharing plans, trusts and estates, among other organizations.	Corporate Officer/Principal	-
MORNINGSTAR, INC.	Corporate Officer/Principal	-

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Training of Brandon Lance Troegle

Austin College	Undergraduate Degree
SMU-Cox School of Business	Masters Business Admin

Experiences
Positions held

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Linked companies

Listed companies	2
MORNINGSTAR, INC.	Finance
MERRILL LYNCH PREFERRED CAPITAL TRUST I	Finance

Private companies	2
Hillcrest Asset Management LLC Hillcrest Asset Management LLC Investment ManagersFinance Hillcrest Asset Management LLC (Hillcrest) is an independent investment management firm headquartered in Plano, Texas. The firm was founded by Brian Bruce in 2007. Hillcrest provides investment supervisory services to high-net-worth individuals, investment companies, pooled funds, and retirement and savings plans.	Finance
Luther King Capital Management Corp. Luther King Capital Management Corp. Investment ManagersFinance Luther King Capital Management Corp. (LKCM) is the investment advisory firm headquartered in Fort Worth, Texas and has additional offices in Austin, San Antonio, and Dallas. The firm was founded in 1979 by J. Luther King, Jr. and is a subsidiary of Southwest JLK Corp. LKCM provides investment management services to high-net-worth individuals, foundations, endowments, investment companies, pension and profit-sharing plans, trusts and estates, among other organizations.	Finance