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Team

Remco M. Obertop, CFA – Portfolio Manager, Executive Vice President

Mr. Obertop is the Portfolio Manager and Executive Vice President of Samson Capital. He is responsible for the daily management of the MLP Income Portfolio, including portfolio management and industry research. In addition to managing the MLP portfolio, Mr. Obertop is the Chief Investment Officer for Ferrell Capital where he is responsible for oversight and analysis of passive investment strategies for the Ferrell Family. Prior to joining Ferrell Capital in 2002, he was a Research Analyst at DeMarche Associates, an Investment Consulting firm focused on Fortune 500 Endowments, Foundations, and Pension plans. Here, Mr. Obertop was responsible for stock market research, asset allocation studies, and constructing investment policies. Mr. Obertop earned a Business degree from Southwest Baptist University with a concentration in Economics and Finance, in addition to a minor in Mathematics. In 2001, he received his Chartered Financial Analyst designation. Mr. Obertop also obtained the Uniform Investment Advisers Law Examination in 2009 (Series 65).

Pamela A. Breuckmann, CPA, MAIS – President, Chief Operating Officer

Ms. Breuckmann is the President and Chief Operating Officer of Samson Capital. She is responsible for the daily operations of the firm, ensuring the investment strategy is executed and providing tax expertise along with her finance, business analysis and planning roles. In addition to her roles at Samson, she is the CEO & President of Ferrell Capital – a privately held, diversified holding company with investments in real estate, banking, private equity and other passive and active assets. Prior to becoming the CEO & President of Ferrell Capital, she was the Chief Financial Officer. During 2013, Ms. Breuckmann was appointed to the Board of Ferrellgas, Inc. which is the General Partner of Ferrellgas Partners, L.P. (NYSE: FGP). Ferrellgas Partners, L.P. was one of the first master limited partnerships in the propane industry and, today, is the second largest propane retailer in the U.S. with customers in all 50 states, the District of Columbia and Puerto Rico.

Before joining Ferrell in 2007, she was the Chief Financial Officer of a $500 million loan portfolio specialty finance company and served concurrently as Vice President of Finance for the publicly-traded financial services company parent. Ms. Breuckmann held the positions of Accounting Director and Accounting Manager at Kansas City Life Insurance Company from 2002 to 2005. She started her career in 1998 at Deloitte & Touche, LLP as an auditor. Ms. Breuckmann graduated from the University of Kansas with Bachelor of Science degrees in Business Administration and Accounting.  She also holds a Master of Accounting and Information Systems degree from the University of Kansas and is a Certified Public Accountant. 

Szymon Tatarczyk – Research Analyst

Mr. Tatarczyk is a Research Analyst for Samson Capital. He is responsible for analyzing MLP related company information and financial statements, in addition to researching overall trends in the energy industry. Additionally, he maintains and analyzes specific valuation metrics for members of the investible MLP universe. Mr. Tatarczyk graduated from Eastern Michigan University with a Masters of Finance and from Purdue University with a Bachelor of Science degree in Management.

Jason C. Messerly, CPA – Chief Compliance Officer, Controller

Mr. Messerly is the Controller for Samson Capital.  He is responsible for the compliance and financial operations of the firm.  In addition to his role at Samson, he is the Chief Financial Officer at Ferrell Capital.  Prior to joining Ferrell Capital, from 2008 to 2012, Mr. Messerly was the Director of Fund Reporting at Waddell & Reed, a mutual fund company with over 80 funds and more than $90 billion in assets under management.  He started his career in 2001 as an auditor with Deloitte & Touche, LLP.  Mr. Messerly graduated from Kansas State University with a Bachelor of Science degree in Business Administration.  He also holds a Master of Accounting & Information Systems degree from the University of Kansas and is a Certified Public Accountant. 

James E. Ferrell* - Founder, Adviser to Samson Capital Management

James E. Ferrell served as Ferrellgas' Chairman and Chief Executive Officer from 1965 (when he assumed leadership from his father, company founder A.C. Ferrell ) to 2009. Mr. Ferrell currently serves as Chairman of the Board of Directors of Ferrellgas.  Under Mr. Ferrell's direction, Ferrellgas has grown from a single location in Atchison, Kansas, to become the second-largest propane retailer in the United States, with approximately 1 million customers in all 50 states, the District of Columbia and Puerto Rico. In 1994, Ferrellgas became publicly traded on the New York Stock Exchange as a Master Limited Partnership (NYSE: FGP), one of the first companies in the propane industry to do so. Mr. Ferrell is a graduate of the University of Kansas School of Business and a former head of the World LP Gas Association.

*James E. "Jim" Ferrell is not an investment adviser representative with Samson Capital Management, LLC and does not render any investment advice to clients.