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TED GEOCA
President/Chief Investment
Officer
Ted has over twenty years of experience in managing
portfolios for both retail and corporate investors. Special interests include value investing and balance sheet analysis.
Ted acquired his expertise with Oppenheimer & Co. He is president of MaxOut Savings Advisors, LLC managing
retirement investments for individual and corporate accounts. Ted holds a Bachelor of Science in Mechanical Engineering
from Texas A&M University at College Station, Texas. His favorite activities include running, hunting, and fishing.
KELLAN CALDWELL Assistant Portfolio Manager
A native Houstonian, Kellan received a Bachelor
of Science in Finance from Trinity University in San Antonio, Texas. He also graduated summa cum laude from the
University of St. Thomas in Houston, Texas where he received his MBA in Finance and was a member of Delta Mu Delta, an
international honors society in business. His favorite hobbies include basketball, guitar, and film.
DOUG SAAM
Doug has spent almost two decades in the investment
business. He resides in San Antonio. He has a Bachelor of Science from Pennsylvania State University. His
hobbies include baseball and running.
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