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• About
  • Board of Directors
  • Careers
    • Chief of Staff for UHNW Entrepreneur
    • Client Relationship Officer
    • Client Service Associate
    • Executive Assistant – Business Development
    • Operations Associate
    • Senior Accounting Associate
    • Senior Client Investment Advisor
    • Senior Relationship Officer
  • Recognition
  • Who We Serve
  • Why We Serve
• Consumer Compliant Notice
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• Get In Touch
  • Contact Form
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• Insights & News
• Meet Our Team
  • Our Team
• Privacy Notice
• Services
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Service

• Family Governance and Education
• Fiduciary Services
• Fixed Income
• Hedge Funds
• Investment Services
• Personal Touch
• Philanthropic Services
• Private Equity
• Public Equities
• Specialty Assets
• Wealth Planning

People

• Amor M. Joseph
• Andrew B. Smith, JD
• Anna M. Ziemnicki, JD
• Anne-Lise A. Wiegand, CPA
• Anthony J. DeToto, Sr.
• Bartley J. Rainey, CFA, CPA
• Bruce L. Swanson, PhD
• Christi N. Arrington, CPA
• Cullen N. Brock, MBA
• D. Fort Flowers, Jr., CFA
• Damon L. Drouet, MBA
• David A. Bristol, Jr.
• David L. Zahn, CPA, CFP^®
• Dennis A. Montz, MBA, CAIA, CFA
• Helen Qu, MBA, CFA, CPA, CAIA
• James C. Reed, MBA, CFA
• Julie A. McCaughey, JD
• Kelsey R. Giltner, JD
• Leslie Kiefer Amann, JD
• Lissa S. Gangjee, JD, CFP^®
• M. Taylor Scott, CFA
• Marshall C. Gregory
• Mayra A. De Leon, CPA
• Phyllis L. Joe, JD, LLM
• Richard A. LaFont, CPA
• Robert J. Sweeney, CPA, CFP^®
• Ross W. Nager, MPA, CPA
• Stephanie A. Trejo

Office Locations

• Houston