Experience

With more than 24 years in the financial services industry, Kyle learns all he can about his clients, so he may thoughtfully address both their financial and life goals. After earning his finance degree from Nicholls State University, Kyle began his career in 1991 with Banc One’s Institutional Fixed Income Group. In 1994 he moved to Austin to lead its Private Wealth development. Kyle’s track record of building long-lasting, meaningful client relationships is anchored in a personalized strategy that brings value and confidence to both his clients and their families. He guides clients through the various stages of their liquidity events: from addressing their estate/tax planning and ownership structure, to evaluating strategic financing solutions. This specialty, coupled with comprehensive investment planning and executive services, enables Kyle to help clients quantify and simplify the complexities of their wealth. 

For 20 years, Sean has advised wealthy families and institutions, specializing in pre-M&A planning and post-recapitalization investment. Sean works closely with our investment bank tending to our clients’ commercial and corporate financing needs. He began his career in finance at Goldman Sachs in their private client group in Houston, TX. Sean received a B.B.A. in finance from the University of Texas at Austin and an M.B.A. from Duke University’s Fuqua School of Business. He resides in Austin with his wife, Melyssa, and their three boys.