Alan Dennard is the Vice President – Tax for Rosewood Management Corporation, responsible for tax planning and tax compliance for the family of Caroline Rose Hunt and their related entities. Prior to joining Rosewood in 2016, Alan held the position of Vice President of Palette Investment Company, the family office for Ray L. Hunt, and served the Dunigan family as President of their family office, Dunigan Interests, Inc. Alan is a licensed Certified Public Accountant and graduated with a Bachelor of Science in Accounting from Central State University, now University of Central Oklahoma.
ROSEWOOD MANAGEMENT CORPORATION LEADERSHIP
Rosewood Management Corporation is the family office that services the descendants of the Caroline Rose Hunt family in several categories including tax, accounting, investments, and client services.
Elaine Bell is the Vice President Accounting for Rosewood Management Corporation. She has worked in both tax and financial accounting in the family office. Prior to joining Rosewood in 2001, she worked at KPMG and Arthur Andersen. Elaine graduated from Southern Methodist University with degrees in accounting and psychology and is a licensed CPA.
As Rosewood Management Corporations’ Director of Investments, John Bullman leads the team that manages the liquid net worth for family office. To do so, the team selects third party managers across asset classes to implement the firm’s investment strategy and manage risk. John is a voting member of Rosewoods’ Investment Committee that reviews all new investment as well as the Strategy Committee that sets long term asset allocation/return targets and the plan of action to accomplish them. Prior to joining Rosewood, John worked for 6 years with RBC’s Institutional Consulting Group serving as the Senior Investment Manager. He received a degree in Finance & International Business from Baylor University and holds both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.
Toni Evans is Executive Vice President in charge of Family, Finance & Strategy at Rosewood Management Corporation (RMC). She serves as an officer of various Rosewood related entities including Vice President and board member for the Rosewood Trust Company, LTA, a private trust company serving as trustee for trusts benefiting Mrs. Caroline Rose Hunt’s descendants. Toni is a voting member of the Investment Committee that reviews new investments, as well as the Strategy Committee that advises on long term asset allocation/return targets. Toni is a Certified Public Accountant (CPA), receiving her BBA at Louisiana Tech University and her MBA from Texas A&M University. She began her career on the audit staff of Deloitte & Touché in Houston. In the late 1990’s Toni relocated to Dallas to join RMC as Accounting Manager and has since worked in various capacities at Rosewood for over 20 years. Toni also currently serves on the advisory board of Louisiana Tech University–College of Business.