Team

Mark McMeans, CFA

Chief Executive Officer

Mark McMeans is CEO and a founding partner of Brasada Capital Management. Prior to founding Brasada, Mark worked for sixteen years at AIM Investments, which was named the top performing mutual fund company of the 1990’s by Barron’s, as Director of Equity Investments ($85 Billion in equity assets under management) and Managing Director, AIM Capital Management, and President and Chief Operating Officer, AIM Private Asset Management, Inc. ($4 Billion in assets under management).  He also served as a Global Partner of AIM’s parent company, Invesco. Prior to working at AIM, Mark held positions at JP Morgan Chase and KPMG, LLC.

Mark received a Bachelor of Business Administration degree in accounting from the University of Texas at Austin, where he currently serves on the Advisory Board for the MBA Investment Fund, LLC. He also earned a Master of Business Administration degree, with a concentration in finance, from Rice University in Houston, TX, where he serves on the Oversight Board of the M.A. Wright student-managed fund, Jones Graduate School of Business.

Mark is a CFA charter holder and is a former officer and board member of the CFA Society of Houston.  He is an Investment Advisory Board member of MBR Financial in Houston and is a member of the Endowment Fund and Finance Committees of Christ Church in Sugar Land, Texas.

Gabe Birdsall

Portfolio Manager

Gabe Birdsall is a founding partner of Brasada Capital Management and has been the lead portfolio manager of the Brasada Long-Short Equity Fund, LP since its inception in January, 2009.

Prior to Brasada, he worked for 13 years at AIM Investments, most recently as Vice President of AIM Capital Management, Inc. During his time there, he was asked to help lead turnaround efforts as co-manager on several of the firm’s flagship equity portfolios such as the AIM Constellation Fund (CSTGX) and the AIM Weingarten Fund (WEINX). He led the day-to-day research efforts for AIM’s $15 billion large and multi-cap growth offerings; and was the domestic-lead manager of the $1 Billion AIM Global Aggressive Growth Fund (AGAAX) for four years, which achieved twice the return of the S&P 500 Index during that time period. Before assuming responsibility for these funds, he worked for two years on AIM’s derivative equity trading desk.

Gabe earned a Bachelor of Business Administration degree with a concentration in Finance from Stephen F. Austin State University, where he has served as a speaker to the Finance Club for many years and as an advisory board member to the student-managed funds. He also earned a Master of Business Administration degree, with concentrations in both finance and international business, from Houston’s University of St. Thomas.

Jeff Friedberg

Senior Portfolio Manager

Jeff is a senior portfolio manager at Brasada Capital Management and is the lead manager on three equity strategies:  Focused Equity, Dividend Growth and Equity Income.  With a strong background in science, Jeff transformed his interest in discovery and research toward the equity markets.  He founded Friedberg Investment Management in 1979 and built a highly-successful organization with an enviable track record of more than three decades in all three equity strategies.  A strong believer of generating superior performance through well-researched, focused positions with low turnover, Jeff merged his firm with Brasada in 2017. 

Jeff earned a Bachelor of Science degree in Geology at the Massachusetts Institute of Technology and a Masters of Geophysics at the California Institute of Technology.  

Richard Berry, CFA

Portfolio Manager

Dick Berry is a fixed income portfolio manager at Brasada Capital Management in Houston, Texas. He brings 44 years of experience in the management of fixed income securities for institutions and high net worth clients in a process focused on risk management and consistency of returns.

Prior to Brasada, Dick worked for AIM Investments (now Invesco) as Chief Investment Officer for the firm’s $3 billion offering of municipal bond mutual funds and private accounts, and as an Invesco Global Partner. During his time at AIM, he built an enviable, twenty five year track record as the lead manager on the Invesco Tax Free Intermediate Fund (AITFX), which was named the 2011 best in class national municipal fund by TheStreet.com. Dick also built a distinguished track record of just under twenty years as lead manager of the Invesco Municipal Bond Fund (AMBDX).  Before joining AIM, Dick was the head of fixed income portfolio management at InterFirst Investment Management in Dallas, Texas, where he also supervised the trust investment departments for the firm’s subsidiary banks.

Dick received a Bachelor of Business Administration and a Master of Business Administration degree from Texas Christian University in Ft. Worth, Texas. A CFA charter holder, Dick is Past President of the CFA Society of Dallas-Fort Worth and past Chairman of the Financial Analysts Seminar. He has also served on the Board of Adjustments and as a trustee of the Independent School District in Lancaster, Texas.

Hooman Amiralai

Managing Director

Hooman Amiralai is a managing director at Brasada Capital Management where he is primarily focused on wealth management and hedge fund sales and marketing.  Prior to joining Brasada, Hooman spent thirteen years at Goldman Sachs & Co. in New York. At Goldman, Hooman most recently served as a Vice President of the Investment Management Division’s Alternative Investments & Manager Selection (AIMS) group, which spanned the private equity, hedge fund and long-only equity business lines. Additionally, during his tenure at Goldman, Hooman helped establish and co-manage the GS Alternative Investments Partnership (PSC) group tasked with capital and client management and financial analysis across all GSAM Alternative Investment products. Hooman began his career at Goldman as an analyst in the asset management division focused on the private equity fund-of-funds products.

Hooman earned a Bachelor of Business Administration with a concentration in Finance from The University of Texas at Austin and is series registered with the Financial Industry Regulatory Authority.

Jonathan Reichek, CFA

Portfolio Manager

Jonathan is a portfolio manager and partner at Brasada Capital Management. Since 2012, he has been a portfolio manager focused on three equity strategies: Focused Equity, Dividend Growth and Equity Income.  Prior to Brasada, Jonathan held positions at Friedberg Investment Management, Securities Management and Research, and PricewaterhouseCoopers. 

Jonathan received a Bachelor of Business Administration degree in accounting and a Master in Professional Accounting from the University of Texas.  Jonathan is also a CFA charter holder. 

Tien San Lucas

Senior Analyst

Tien San Lucas is a senior analyst at Brasada Capital Management.  Prior to joining Brasada, she was a Senior Analyst at AIM Investments (now Invesco) supporting a $15 Billion asset base of multi-cap growth investments in the consumer discretionary, financials and basic materials sectors.  Before joining AIM, Ms. San Lucas was an equity research associate with Morgan Stanley in New York covering the personal computing hardware industry.  She also served as manager of investor relations and as a research analyst with Compaq Computer Corp (now the Hewlett-Packard Company). 

Ms. San Lucas earned a Bachelor of Arts in journalism from The University of Texas at Austin and a Masters of Business Administration in Finance from the University of Houston.

Julia Nolen

Operations Manager

Julia Nolen is the operations manager at Brasada Capital Management.  She also serves as the company’s fixed income trader and compliance officer.  Prior to joining Brasada, Julia spent 22 years at AIM Investments (now Invesco) where she most recently served as Senior Fixed Income Trader for the firm’s $3 billion offering of tax-exempt mutual funds and private accounts.  Before joining Dick Berry in the municipal bond group, Julia spent 7 years in AIM’s Compliance office, supporting the firm’s code of ethics and investment advisory compliance efforts.  She also worked in International Operations at COMPAQ Computer Corp. (now the Hewlett-Packard Company).

Julia earned a Bachelor of Business Administration degree from Baylor University, and held several FINRA licenses while employed at AIM.

Monica Carmody

Research Consultant

Monica is a research consultant at Brasada Capital Management focused on equity securities.  Originally from Canada, Monica held a variety of positions in both the US and Canada prior to joining Friedberg Investment Management, including 10 years with a large Canadian pension plan.  She has undergraduate degrees from York as well as French Translation from Laurentian University.  She also completed the Canadian Securities course shortly before moving to Houston. She joined FIM in 2001, initially doing mainly administration and clerical work, and eventually started focusing on research.  In 2008 she moved back to Canada, but has continued her relationship with FIM as a Research Consultant and is a member of the investment committee.

Valerie Klein

Assistant Portfolio Manager

Valerie is an assistant portfolio manager at Brasada Capital Management where she is responsible for maintaining and updating client accounts.  Prior to joining Brasada, Valerie was employed by Friedberg Investment Management and Principal Financial Group.

Valerie graduated Magna Cum Laude from the University of Minnesota with a Bachelor's degree in Business Administration.

Shirley Gonzalez

Client Service Associate

Shirley Gonzalez is a client service associate at Brasada Capital Management.  She has over 12 years of experience in the financial services industry and is committed to handling clients’ needs/requests quickly and accurately.

Shirley earned a Bachelor of Business Administration degree in Finance from the University of Houston – Downtown.