Meet The Team
Kevin L. Caldwell, CFP®
Chief Executive Officer
Mr. Caldwell is President and CEO of the firm. As a principal of the firm, he has over twenty five years experience in the financial services industry. Prior to joining Shamrock Asset Management in 2009, he spent six years as Senior Vice President handling private clients and business development activities for the investment management arm of Texas Capital Bank. Previous to that, he spent 14 years at Bank of America. As a portfolio manager, he was responsible for over $350 million in investments for private clients, foundations and endowments. Kevin earned his BBA in Finance from the University of Texas at Dallas. He also holds a Certified Financial Planner CFP® designation and is a member of the Financial Planning Association.
Thomas C. Goyne
Mr. Goyne is a founding principal and Managing Director of the firm and has over 40 years of experience in the industry. He founded Shamrock in 1997 with the underlying principles of a unique dedication to each client, their family needs, and exceptional investment returns. He strongly believes that the strength of any firm does not come from just one individual but from the combined strengths for the entire team. With these principles in mind, Shamrock has evolved into the firm we have today.
Tom was formerly a Senior Relationship Manager in Nations Bank’s Private Client Group, the predecessor to Bank of America. Prior to his time with the bank, Tom held senior positions with the Trust and Investment Divisions of Republic National Bank and Trust in Dallas and Southeast Bank in Miami, Florida. Prior to his investment life in banking Mr. Goyne owned an individual seat on the Philadelphia Stock Exchange and spent over five years with a major Wall Street firm. Tom has formerly served as a member of Fidelity Investments “Advisory Council” and served as a Commissioner for the City of Dallas.
Barbara B. Bowers
Senior Vice President, Relationship Manager and Trader
Mrs. Bowers has been serving clients in trust administration and the investment and portfolio management business for over 20 years. Prior to joining Shamrock Asset Management as Senior Vice President-Client Relations, she was with Belmont Asset Management where she worked with high net-worth individuals, corporations and foundations. Her background also includes knowledge of investment industry software systems used to achieve portfolio modeling and asset allocation and security trading. Prior to Belmont, Mrs. Bowers was instrumental in opening the Dallas office of Wertheim Schroder Investment Services in 1989 and was affiliated with InterFirst Investment Management, Inc. (currently Bank of America) in Dallas before that.
Away from the office, Barbara’s time is devoted to husband Powell and their family. Having two school-aged children, her priorities are staying involved in PTA and attending school activities, sports and church activities.
Mrs. Bowers received her BBA from Stephen F. Austin State University.
Director of Operations
Melissa is the organizing force behind Shamrock Asset Management. She has been working in the financial services industry for over 25 years. With this experience she has a strong commitment to service excellence and a passion for helping clients. Melissa manages the daily administrative functions of the office. She brings tremendous organizational, interpersonal, and technical skills to the office. Her interests include reading, bike riding, animals and raising her three children.
Senior Managing Director, Relationship Manager
Mr. Adams is a Managing Director of the firm and has over 15 years of experience in the industry. Prior to joining Shamrock, Cord was Director of Investments for Quintessence Group, Ltd., a multi-family office in Dallas, Texas. Mr. Adams has spent the last decade working with high net worth families and foundations on their portfolio construction, implementation and ongoing management. The primary investment objective for Shamrock clients is asset preservation and building portfolios that allow clients to maintain their current standard of living without any undue sacrifices. As a Relationship Manager, Cord is responsible for ongoing portfolio maintenance, quarterly client portfolios updates, and education about current and future investment themes. Cord received a BBA in finance from Southern Methodist University and a Certificate in Financial and Estate Planning from the University of Dallas.
Cord is originally from Monterey, California but came to Dallas in 1991 to attend Southern Methodist University. Cord and his wife Suzy reside in Dallas and have one son named Beck. Cord’s other interests include golf, SMU athletics, traveling, and spending time with his family.
Ed M. Fjordbak, J.D.
Chief Compliance Officer
Ed’s short career in engineering at Collins Radio was interrupted by a request to do one year’s service to the community with Communities Foundation of Texas. During his 32 years with Communities Foundation of Texas, it became the fastest growing community foundation in the U.S. and assets grew from $10 million to nearly $700 million. It was comprised of over 800 separate funds and made grants in the high eight-figure range annually. Much of that job dealt with managing donated assets, including interests in a wide variety of businesses and asset classes including: real estate, S corporations, foreign enterprises and patents. He was named President in 1987. After 32 years with CFT, Ed joined Texas Capital Bank, recently formed by one of CFT’s trustees. As Sr. Vice President of the Corporate Banking Group, he focused on middle size businesses, and became banker for the newly formed Essilor Vision Foundation. Paris-based Essilor, the largest maker of spectacle lenses in the world, asked Ed to help expand the foundation’s work around the U.S. so more kids could see well. In 2009 Ed was named President and CEO. When Essilor decided to take the Foundation global, it was time to move back to the financial world. Ed joined former colleagues at Shamrock Asset Management.
A native of Dallas, he holds a BBA in Management, an MLA and Juris Doctor, all from SMU. Ed served as Chairman of TACA, is honorary Consul for Norway, and has served on many boards including the Dallas Council on World Affairs, The Nature Conservancy of Texas, the Rotary Club of Park Cities Foundation, the SMU Dedman School of Law Executive Board, the Board of Governors of the Tower Club and the Woodall Rodgers Park Foundation. He’s been knighted by King Harald of Norway, received a medal for his work on the environment by the Daughters of the American Revolution, and was named Fundraising Executive of the Year by the Association of Fundraising Professionals, is moderator of the Deacons at Highland Park Presbyterian Church, and enjoys climbing mountains near his Santa Fe home with his wife Sharon, a professor at SMU Dedman School of Law and UNT & UNT Dallas School of Business, and former intellectual property attorney.
Jason Morton, CFA, CFP®
Managing Director, Chief Investment Officer
Mr. Morton is a Managing Director and the Chief Investment Officer at Shamrock Asset Management. He serves as the head of Shamrock’s Investment Committee, sets asset allocation policy, drives the firm’s research and due diligence process, and is the lead portfolio manager for Shamrock’s proprietary strategies.
Prior to joining Shamrock in 2012, Jason was Chief Investment and Financial Officer of DCMI, LLC, responsible for overseeing the firm’s private equity investments and was a member of the investment committee advising Cain, Watters & Associates P.L.L.C. on the firm’s $1 billion+ investment pool. Jason’s diverse finance and investment background includes work in private equity, real estate advisory, structured and project finance, as well as, managing $400 million in investable assets for private clients, foundations and endowments as a portfolio manager at Bank of America.
Jason received his BBA in Finance and International Business from Baylor University and is both a CFA charterholder and CFP® certificant. Jason is also a member of the CFA Institute and CFA Society of Dallas-Ft. Worth. Jason resides in Dallas and enjoys playing golf, traveling and spending time with his wife and five children.
How are you or your investment advisors investing and managing risk differently today than during the last severe market downturn?
Are you prepared for the market’s next move?
Shamrock Asset Management actively manages risk to preserve and protect your wealth.