Meet Our People
We are holistic advisors, united around a commitment to serving our clients by deploying our deep expertise and perspectives.
We are holistic advisors, united around a commitment to serving our clients by deploying our deep expertise and perspectives.
Our team has been recognized in industry publications including Fortune, Wall Street Journal, Texas Monthly, and Living Magazine.
See Latest Awards &MediaHR&A hires experienced financial professionals who contribute to a client service oriented culture. We believe that if you put the customer at the heart of your business, great outcomes will follow. We favor high-character candidates with strong academic backgrounds and an aptitude for listening to the needs of the customer. One of our core tenets is promoting inclusion and diversity,
as we believe it creates competitive advantage.