The Lufkin Advisors Executive Team:

Kirk Wallace, Senior Vice President

kwallace@lufkinadvisors.com – (650) 573-1187

Kirk Wallace is the primary bank loan trader / Senior Vice President for Lufkin Advisors, LLC. He has over ten years of experience trading both par and distressed loans as well as high yield bonds. Mr. Wallace is currently managing the company‟s back office and trading activities, as well as overseeing portfolio compliance. Prior to joining the Investment Manager, Mr. Wallace was the senior bank loan trader at Franklin Templeton Investments. Before becoming a trader, Mr. Wallace spent two years as an operations analyst for Franklin Templeton‟s bank loan funds, where his responsibilities included trading and settlements activity, performance measurement and ongoing portfolio administration. Mr. Wallace received his Bachelor of Arts in Economics from the University of Arizona.

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