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David joined BlackRock in 1993 after graduating from Harvard College. As an account manager, he worked with insurance companies and pension clients on asset/liability management, developing an understanding of how investments must reflect future obligations, liquidity needs and risk constraints. He held the title of Executive Director.

His career also included private equity investing at Jacobson Partners, where he developed his experience in fundamental business and credit analysis.

At Morgan Stanley, David traded single-name credit default swaps and credit default swap indices (CDX). He later served on the portfolio management team responsible for the firm’s corporate loan portfolio exposure, managing approximately $90 billion of gross notional credit exposure. The work combined fundamental credit analysis, hedging and institutional portfolio risk management.

He subsequently returned to Dallas to manage his family’s capital and co-founded Roosevelt Capital Management with Michael O’Brien.

He serves as Chair of the Board of Trustees and Chair of the Executive Committee of The Hockaday School, and previously chaired its Investment Committee. These responsibilities bring firsthand experience of institutional governance and investment oversight to his work with clients.

Mike’s career spans more than 25 years of business, technology and operational experience, including work at Dell, AMD, SAP and U.S. Foodservice.

At RCM, his responsibilities connect data and technology with the daily work of investment management: prospecting for investment opportunities, monitoring portfolios and supporting disciplined operations. This work helps the investment team apply a repeatable process while accommodating individual client requirements.

He is an Eagle Scout and is actively involved in causes related to Down syndrome.

From philosophy professor to finance and technology, Matt brings a distinctive perspective to the RCM team. His academic career included honors such as the Mellon Fellowship, Pew Younger Scholar Fellowship, Carnap Prize, and Yost Prize for Excellence in Teaching.

Originally from Yucaipa, California, Matt was a high school valedictorian and varsity baseball captain before earning degrees in Mathematics and Philosophy from Whitworth University and an MA and PhD in Philosophy from UCLA.

An award-winning professor and published scholar at SMU, he later earned an MS in Finance from the Cox School of Business. In 2026, he joined RCM as Director of Operations & Technology, bringing a distinctive combination of analytical thinking, finance, technology and teaching to the firm.

Outside of work, he has stayed deeply involved in his community, coaching Little League, serving in church leadership and men’s ministry, and volunteering with Dick Granger Neighborhood Ministry to support working families facing urgent financial challenges.

With nearly 25 years of software engineering experience in a broad spectrum of industries, Dan has been the first employee at a startup, a critical member of IT departments at major enterprises, and the founder of his own consulting practice, Tailor Technology Group, Inc.

Thomas is a recent University of Texas graduate in the Polymath Scholars honors program. In his free time he enjoys watching college football and training for the Dallas marathon.

He said, “I enjoy working at RCM because everyone is collaborative and willing to help with client services or any needed project as a supportive team.”

Kaitlin Roberson brings a multidisciplinary background in relationship development, strategic partnerships, and capital formation. Throughout her career, she has focused on building the trust, clarity, and alignment that help individuals and organizations make meaningful financial commitments.

Prior to joining Roosevelt, Kaitlin raised millions of dollars for humanitarian initiatives, co-founded an early-stage biotechnology venture, and advised life science founders on capital-readiness strategies and investor engagement. Her experience spans relationships with angel investors, family offices, institutional partners, and philanthropic organizations.

At Roosevelt, Kaitlin leads sales and marketing initiatives while cultivating relationships with individuals, family offices, institutions, and registered investment advisors. She emphasizes understanding each client’s objectives and connecting those needs with the firm’s disciplined, personalized approach to investment management.

Kaitlin holds a Master of Education (Ed.M.) in Human Development and Psychology from the Harvard Graduate School of Education. Her academic background informs her relationship-centered approach and understanding of the human considerations behind important financial decisions.