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Chad Fargason

Chad Fargason currently serves as Senior Portfolio Manager for Vaughan Nelson Investment Management, an investment manager with approximately $15 billion under management. Mr. Fargason has been with Vaughan Nelson for more than ten years. Prior to joining Vaugh Nelson, he spent ten years with the global investment firm, KKR & Co., Inc. Mr. Fargason holds a B.A. in Mathematics from Rice University and both a Masters and Ph.D in Mathematics from Duke University.

Carlos R. Quezada

Carlos R. Quezada was named Chief Executive Officer of Carriage Services in June 2023, bringing over three decades of leadership and operational expertise. Since joining the Company in 2020 as Vice President of Cemetery Sales and Marketing, he has held several key roles, including Senior Vice President of Sales and Marketing, Executive Vice President and Chief Operating Officer, and President. Prior to Carriage Services, Mr. Quezada was a Managing Director at Service Corporation International (SCI) from 2009 to 2020, where he played a pivotal role in sales and operations. His career also includes leadership roles such as CEO, President, COO, and CMO for privately held multiunit entities in the hospitality industry. Renowned for his ability to transform organizations, he is passionate about enhancing customer experiences and fostering innovation. Mr. Quezada holds a Master’s in Management from Tulane University and an MBA in Finance from Universidad Francisco Marroquín.

Somer Webb

Somer Webb has over 15 years of financial leadership experience, along with extensive
experience in financial planning and analysis, M&A, and driving organic growth through
business intelligence insights. She currently serves as Chief Financial Officer (“CFO”) of
Authority Brands, a leading home service franchise brands company that includes 15 brands
operated across more than 2,000 locations. Prior to her CFO appointment in January 2023, she
was previously CFO for Solo Brands, Inc., a direct-to-consumer platform company for outdoor
and lifestyle brands, from May 2022 to December 2023, and was CFO for Kent Outdoors, a
sporting goods manufacturer, from January 2022 to May 2022. Prior to Kent Outdoors, she
spent six years with Worldwide Express, a global logistics provider, where she held a variety of
roles of increasing responsibility beginning in 2016 and ultimately served as CFO from February
2019 to January 2022. Before joining Worldwide Express, she held leadership positions at
Southwest Airlines, DaVita Healthcare Partners, Match Group, Amazon, and Yum Brands. Ms.
Webb holds a B.B.A. in Management Information Systems from Baylor University and an M.B.A.
from The University of Texas at Arlington.

Donald D. Patteson, Jr.

Donald D. Patteson, Jr. was the founder and, prior to its sale in June 2014, the Chairman of the Board of Directors of Sovereign Business Forms, Inc. (“Sovereign”), a consolidator in a segment of the printing industry. He also served as Chief Executive Officer of Sovereign from August 1996 until his retirement in August 2008. Prior to founding Sovereign, he served as Managing Director of Sovereign Capital Partners, an investment firm specializing in leveraged buyouts. He has also served on the Board of Directors of Rosetta Resources Inc. and Cal Dive International, Inc.

 

Mr. Patteson received both his BA and an MBA with a concentration in finance from the University of Texas at Austin.

Julie Sanders

Julie Sanders has over 30 years of financial and audit leadership experience, along with extensive experience in transformative initiatives as it relate to financial systems, including the development and implementation of large-scale enhancements and capabilities. Ms. Sanders currently serves as Senior Vice President and Chief Audit Executive at Dell Technologies (“Dell”), a publicly traded, technology and services company.  Ms. Sanders joined Dell in 2002, and has held a variety of finance, accounting and management roles. Prior to her Chief Audit Executive appointment in 2021, Ms. Sanders was previously Senior Vice President, Global Auditing & Consulting, from 2018 to 2021, and Senior Vice President, Global Revenue, from 2014 to 2018, for Dell.  In these leadership roles, Ms. Sanders was responsible for global revenue recognition, revenue operations and global accounting, along with overseeing financial planning and analysis for Dell’s commercial business.  Before joining Dell, Ms. Sanders served as Chief Financial Officer for Jardine Foods and Merinta, and also held accounting and finance management positions at Bear Stearns and J. Crew.  Ms. Sanders holds a B.B.A. in Accounting from Baylor University and is a Certified Public Accountant.

Dr. Edmondo Robinson

Dr. Edmondo Robinson brings over 25 years of executive leadership in digital health and innovation, healthcare delivery, and management. He currently serves as a professor of Internal Medicine and Oncologic Science at the University of South Florida’s Morsani College of Medicine. From 2019 to 2024, he was Senior VP and Chief Digital Officer at Moffitt Cancer Center, founding and leading the Center for Digital Health where he leveraged digital innovations to improve care delivery. Prior to that, Dr. Robinson was Chief Transformation Officer and Senior VP of Consumerism at ChristianaCare from 2017 to 2019, where he drove the shift to value-based care and digital strategy, along with developing and managing ChristianaCare’s consumerism and digital strategies.

Dr. Robinson has been a board member at Ardent Health Services (NYSE: ARDT) since 2022, serves as a trustee at the University of Vermont Health Network, and chairs the National Advisory Council for AHRQ. He is a fellow of the American College of Physicians, a senior fellow of the Society of Hospital Medicine, and an Aspen Institute Health Innovators Fellow. He holds a B.S. in Animal Physiology and Neuroscience from the University of California (San Diego), an M.B.A. with an emphasis in health care management from the Wharton School at the University of Pennsylvania, an M.D. from the University of California, Los Angeles, and a master’s degree in health policy research from the University of Pennsylvania.

Douglas B. Meehan

Douglas B. Meehan has served as the Deputy Chief Investment Officer for van Biema Value Partners, LLC, an investment management firm, since 2012. Prior to joining van Biema Value Partners, Mr. Meehan worked as a research analyst at a proprietary securities fund within Sentinel Real EstateCorp., a privately held real estate investment advisor in New York. He also worked with Duma Capital Partners, a multi-strategy hedge fund, as a research analyst.

 

Mr. Meehan received a BA in Philosophy from Columbia University, a PhD in Philosophy and Cognitive Science from the City University Graduate Center, and an MBA from Columbia Business School, where he participated in the Applied Value Investing Program.