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