Aaron Kennedy, CFA® – Portfolio Manager
Aaron Kennedy co-founded the Sub-Adviser in 2016 and has been a key figure in the firm’s investment strategy and research. He earned a Bachelor of Arts in Finance from Texas Tech University and began his career at Kennedy Financial Services, a wholly owned subsidiary of the Sub-Adviser, in 2000. By 2003, he was leading the firm’s research department as Chief Portfolio Strategist. Mr. Kennedy holds the Chartered Financial Analyst (CFA®) designation, along with the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Certified Financial Planner (CFP) credentials.
Samuel Barker – Associate Portfolio Manager
Samuel Barker has been an associate portfolio manager, financial advisor, and trader with the Sub-Adviser since 2023. He earned a Bachelor of Arts in Accounting from Tarleton State University in 2020 before serving as Chief Financial Officer for a temporary employment agency. In 2022, he joined Kennedy Financial Services as a client advocate and advisor trainee. Mr. Barker holds a Series 65 license.