SMHCA - Key Persons
Job Titles:
- Executive Assistant
- Member of the OFFICE OPERATIONS TEAM
- Office Coordinator
Dwayne Moyers - Chief Investment Officer, President
Job Titles:
- Chief Investment Officer
- President
Dwayne Moyers has been with the firm since the founding of SMHCA in 1996 and has been in the industry since 1991. Mr. Moyers is a member of the SMHCA Investment Committee and is responsible for portfolio design, allocation management and overseeing the day-to-day portfolio management of the firm's strategies. As Chief Investment Officer, Mr. Moyers oversees the Portfolio Management Team as they continually monitor the quantitative, qualitative, and risk control disciplines that are used to manage the investment strategies. Prior to joining the firm, Mr. Moyers was a credit analyst with Tandy Corporation. Mr. Moyers holds a bachelor degree in business administration from the University of Texas at Arlington.
Job Titles:
- Portfolio Manager
- Vice President
- Institutional Advisor
- Vice President and Portfolio Manager at SMH Capital Advisors
Lisa Haley was promoted to Vice President and Portfolio Manager at SMH Capital Advisors in July 2023. In her new role, she serves not only as a key member of the Executive Management teams of both SMH Capital Advisors and SMH Capital Investments (Broker-Dealer) but also as the firm's Chief Compliance Officer.
Prior to her promotion, Lisa held the position of Chief Operating Officer and Institutional Advisor at SMH Capital Advisors, a role she excelled in for over 17 years.
With a career spanning 22 years in investment advisory services, Lisa brings a wealth of experience with a focus on operations, client services, and institutional statistical reporting. Her expertise extends to building robust governance and operational infrastructures encompassing trade processes, portfolio management communication, fund administration, performance reporting, compliance, and product development.
Lisa's journey with SMH Capital Advisors began in 2002. Before joining the team at SMH, she held senior roles at Raymond James and LPL Financial as an Investment Advisor Representative.
Job Titles:
- Member of the OFFICE OPERATIONS TEAM