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Experience Β· 4 entries
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2022
Managing Director | General Counsel
Jan 2022
CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.
2018
A
Association of Corporate Counsel, South/Central Texas
Board Member
2018
2012
L
Landa Gardens Conservancy
Board Member
Jan 2012
2011
S
Managing Director and General Counsel
Sep 2011
We believe that you should choose a money manager with the same care you choose your best friend. At South Texas Money Management (STMM) we help individuals, individually. We measure our success by the long term relationships we build with our clients. Our commitment is reflected through personalized service and the credentials of our professionals. Not only do we dedicate two highly qualified investment advisors to each account, but we also offer financial planning services to our clients free of charge.
STMM implements a unique investment process which focuses on quality and diversification. Our research team uses seven disciplines and sophisticated tools to build individual portfolios. Access to market information through technology helps us to make researched decisions for our accounts. STMMβs specialized staff is committed to producing competitive investment returns, while providing highly individualized client service.
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