Our Team

Your Trusted Advisors

Our clients recognize there is a shortage of talent—that can deliver. They value knowledge and experience, which provides them with the confidence to reach further. We are committed to continued education and transparency. We seek to surround our clients with a team that has seen a lot of waterfront and has been through numerous business cycles. Drawing upon our wisdom, we partner with our clients to deliver simplified, intentional, and proactive advice that is holistic and emphasizes results.

 

Kevin M. Harris, CFA®

President & Chief Investment Officer
 

Cynthia Michael, CPWA®

Managing Director, Wealth Strategist
 

Ashley Simpson, CFP®

Managing Director, Wealth Strategist
 

Hunter Hein, CFA®

Director, Investment Strategist
 

Maria Breen

Executive Vice President, Private Banking
Manager at The Bank of San Antonio
 

Bruce Irick, CFP®

Executive Vice President, Private Banking
Manager at The Bank of Austin
 

Massimo Gerosa

Senior Vice President, Private Banking
Relationship Manager at The Bank of Austin
 

Blake Bratcher

Vice President, Trust Officer
at Texas Partners Bank