Scott Long

Scott serves SGL Investment Advisors, Inc. as Senior Portfolio Manager, Chief Compliance Officer and President.
Education: B.A. in History and a B.S. in Political Science from Dallas Baptist University, Dallas, Texas (1974); M.A. in History from the University of Montana, Missoula (1981).
Business Background: Financial Consultant, IDS Financial Services; Co-Founder of SG Long & Company (1987). 


Susan Williams

Susan serves SGL Investment Advisors as a Senior Portfolio Manager.
Education: B.S. in Economics from Lafayette College, Easton, Pennsylvania (1987).
Business Background: Lending Officer, Chemical Bank in New York City; Portfolio Manager specializing in Fixed Income, Thornburg Mutual Funds; Financial Advisor with SG Long & Company (since 1994).


Tom Kerr, CFA

Tom serves SGL Investment Advisors as Director of Research.
Education: B.B.A. in Finance from Texas Tech University, Lubbock, Texas (1986); CFA designation (1998).
Business Background: Financial Analyst, G.E Capital; Credit and Financial Analyst, Fuji Bank; Principal, Portfolio Manager and Analyst, Reed Conner & Birdwell Investment Management; Director of Research with SGL Investment Advisors (2014).


Joshua Denney

Josh serves as a Research Analyst and Trading Specialist for SGL Investment Advisors.
Education: B.S. in Finance, with high honors, from the University of Montana, Missoula (2006).
Business Background: Northwestern Mutual Financial Network; Research Associate with SGL Investment Advisors (since 2008).


Zach Carvalho

Zach serves as a Research Associate for SGL Investment Advisors.
Education: B.S. in Finance from the University of Montana, Missoula (2014).
Business Background: Research Associate with SGL Investment Advisors (since 2013).