I am very fortunate and proud to have co-founded a wealth management team recognized by Forbes (2024) for the quality work we do for our clients. This wouldn’t be possible without the focus of my outstanding team members, who all share a passion for excellence. My team provides successful individuals and institutions with a financial roadmap for their future, overseeing the management of their wealth planning and financial details. We emphasize integrity, work ethic, and intellectual rigor. Our clients consist of founders, CEOs, senior executives, highly successful professionals, and institutions.
I began my career as an institutional investment banker at Credit Suisse, advising clients on mergers, acquisitions, IPOs, LBOs, and financings. Highland Capital Management then recruited me to work on a team managing private and public equity and fixed income investments. Prior to my career, Johns Hopkins University admitted me to its economics Ph.D. program with a full academic fellowship. This varied experience provides me with a unique perspective in wealth management.
Outside of my career, I support music organizations – currently on the Board of Governors of The Dallas Symphony. I believe in the power of the arts to transform young lives. As a child, my future didn’t look bright. My mother, sister, and I moved in with my grandmother when I was a year old. My father – who I’ve never met – suffered from a mental illness, was physically abusive, and couldn’t work. We lived in a low-income area where parents and children didn’t attend college. Government assistance helped make ends meet. My mom did her best, but she had a limited understanding of how to help me develop.
That changed one day in the fourth grade, during a class field trip to The Florida Orchestra. The music captivated my young mind, and I began music training at school. Although I eventually made the difficult decision not to pursue a music career, training as a classical musician exposed me to opportunities I wouldn’t have known existed otherwise. Crucially, I’ve seen this happen to so many other kids. I owe my success in life to the generosity of strangers who supported programs that exposed me to music as a child. I’m very fortunate and excited to be able to support similar causes as an adult.
