Ascendant Advisors, LLC | People
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People

Our Team

Experienced Management Team

  • The Investment Committee has over 100 years combined industry experience
  • The Investment Committee directs the allocation in our MultiCap Equity, Fixed Income Composite, and Balanced products as well as our Asset Allocation Strategies based upon objective research and both current and expected market conditions
  • The Investment Committee establishes Ascendant’s portfolio risk controls, investment guidelines and trading oversight

Our People

Our team is comprised of experienced professionals that are focused on performance and providing our clients a high level of service. Our sole business is that of providing active, discretionary portfolio management to high net worth families and institutions. The investment effort is led by our Investment Committee which consists of four members who bring a combined 100+ years of investment experience. The Investment Committee oversees all aspects of the research and portfolio construction process, sets allocation policies, manages risk and monitors performance attribution. The Investment Committee meets regularly to review the current market and economic environment, tactical changes, and investment portfolios.

Senior Management

Experienced professionals that are focused on performance
Leadership Current and Past Experience Education/Certifications Years in Industry
J. Philip Ferguson*
Chairman, Investment Committee (non-executive)
$100 billion InvescoAIM, Chief Investment Officer
$20 billion UTIMCO, Vice Chairman
Houston Museum of Fine Arts, Investment Committee
University of Texas Law School (JD)
Texas Christian University (BBA)
City of London College
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James H. Lee*
President, Ascendant Advisors, LLC
Momentum Securities, LLC, Founder and President
$100+ billion Teacher Retirement System of Texas, Chairman
Houston Symphony Endowment, Trustee
$500 million Texas Growth Fund, Trustee
The First Boston Corporation, M&A
University of Texas (MBA)
University of Texas (BBA)
London Business School (Hedge Funds)
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Paul Wigdor*
Managing Director, Ascendant Funds
Superfund USA, President
Pershing LLC, Managing Director
Bear Stearns & Co., Associate Director
U.S. Securities and Exchange Commission
Fordham University School of Law (JD)
Brandeis University (BA)
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James Walker*
Trader
Ascendant, Portfolio Manager since 1990

Southern Methodist University (MBA)
Rice University (BA Physics)

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Cullen Rogers*
Portfolio Manager
Salient Partners L.P, Analyst

University of Texas (BBA)7
Jimmy Jongebloed
Vice President, Business Development
Jafarnia & Jongebloed, LLP, Partner
Momentum Securities, Inc., Equity Trader

University of Texas (BBA)
University of Houston School of Law (JD)

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Tiffanie Diep
Controller
RCR Properties, Inc. (Sales Associate)
Velocity Futures, LLC, Controller
E*Trade Financial, Team Leader (Brokerage Accounting)
Momentum Securities, Inc., Assistant Controller
Texas Capital Securities, Inc., Controller Assistant
Securities Training Corporation (FINOP)
Champions School of Real Estate (Licensed - Sales & Loan Officer)
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Karen Scellini
Office Manager
Alexander Group, Recruiter
Momentum Securities, Inc, Executive Assistant
Griffin/Juban Properties, Inc., Executive Assistant
Pension Benefit Administrators, Jr. Pension Administrator
Houston Community College

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