Rick Settle, CFA
Principal at LKCM Headwater Investments | Fort Worth, Texas, United States
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Rick J. Settle serves as a Principal at LKCM Headwater Investments, where he plays a pivotal role in shaping the firm’s investment strategy and portfolio management. With a focus on originating new investment opportunities, Rick leverages his extensive background in investment banking and financial analysis to conduct thorough due diligence and structure transactions that align with the firm’s operationally-minded approach. His expertise in market research, valuation, and equity research enables him to identify promising companies and management teams that have the potential to become market leaders.
At LKCM Headwater, Rick is actively involved in key projects that span various sectors, including energy, technology, and consumer goods. His collaborative work with portfolio companies emphasizes building sustainable competitive advantages, ensuring that these businesses are not only profitable but also positioned for long-term growth. By providing strategic guidance and operational support, Rick helps management teams navigate complex challenges and capitalize on emerging opportunities.
Before joining LKCM, Rick honed his analytical skills as a Financial Analyst in the Global Energy Investment Banking Group at Citigroup in Houston, where he gained invaluable insights into the intricacies of capital markets and investment strategies. This experience has equipped him with a robust understanding of the dynamics that drive successful investments, particularly in the energy sector. With a strong foundation in asset management and hedge funds, Rick continues to contribute to LKCM Headwater’s mission of fostering innovation and excellence in the companies they invest in, making him a key asset to the firm and its stakeholders.
Board Member at TXO Partners in July 2020 to Present
Principal at LKCM Headwater Investments in October 2014 to Present
Investment Banking Analyst at Citi in June 2013 to August 2014
Equity Research Intern at Luther King Capital Management in August 2012 to May 2013
Summer Analyst - Global Energy Group at Citi in June 2012 to August 2012
Associate at Firewing LLC in June 2010 to January 2012
Student Research Analyst at Tudor Pickering & Holt in August 2011 to December 2011
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Olathe East High School, January 2006 to January 2009
Texas Christian University - M.J. Neeley School of Business, BBA, January 2009 to January 2013
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Market Research
Entrepreneurship
Asset Managment
Management
Investments
Equity Research
Valuation
Financial Modeling
Microsoft Excel
PowerPoint
Research
Financial Analysis
Academic Achievement
Public Speaking
Team Leadership
Investment Banking
Capital IQ
Hedge Funds
Asset Management
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Discover more about LKCM Headwater InvestmentsWhat is Rick Settle email address?
Email Rick Settle at [email protected]. This email is the most updated Rick Settle's email found in 2026.
How to contact Rick Settle?
To contact Rick Settle send an email to [email protected].
What company does Rick Settle, CFA work for?
Rick Settle, CFA works for LKCM Headwater Investments
What is Rick Settle, CFA's role at LKCM Headwater Investments?
Rick Settle, CFA is Principal
What is Rick Settle, CFA's Phone Number?
Rick Settle, CFA's phone (214) ***-*170
What industry does Rick Settle, CFA work in?
Rick Settle, CFA works in the Investment Banking industry.
Rick Settle, CFA Email Addresses
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