Overview

Cullen designs investment programs to protect and enhance multigenerational family wealth. As an Investment Advisor at Sentinel Trust, he creates asset allocations, oversees investment implementation, and ensures that investment strategies are integrated with overall wealth planning.

He has more than a decade of experience advising wealthy families on investments, generational transfer planning, and banking solutions at two multi-national broker-dealers.

Cullen is active with his college alumni and community networks locally.

Professional Background:

  • Private Wealth Manager, Merrill Lynch Private Banking & Investment Group, Houston, TX (2013–2017) – Responsibilities included the development of asset allocation and investment strategies using both traditional and alternative asset classes for client accounts. Developed and implemented tactical investment strategies as well as equity selection and idea generation for tactical portfolios. Educated clients and next-generation clients on investments, multigenerational transfer issues, and family values.
  • Private Wealth Advisor, Morgan Stanley, Houston, TX (2006– 2013) – Responsibilities included the development of asset allocation strategies and the construction of portfolios using both traditional and alternative asset classes. Monitored and reviewed client portfolios and conducted portfolio planning and investment review meetings.

Education

Rice University Jones Graduate School of Business, MBA (2011)

The University of Texas at Austin, BA in History (2005)

IN THE COMMUNITY

Community Involvement:

  • St. Luke’s United Methodist Church, Houston, TX
INSIGHTS

On Watch – May 2018

The latest edition of On Watch is now available for download. This issue features articles about navigating recent tax reform, the impact of rising interest rates, and wealth planning as a team sport.

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POSTED IN: Estate Planning, Investments, On Watch, Planning

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