Advisory Board Chair
Managing General Partner, Conklin Real Estate Investments, Ltd.
Robert Conklin, a retired valuation professional, is an investor, wine maker, philanthropist, globe trotter, and Longhorn sports fan. During his professional career, Mr. Conklin served clients in dozens of industries, including oil and gas (up-stream, mid-stream and down-stream); banking and insurance; manufacturing; business services; trucking and logistics; distribution; healthcare; retail; and professional sports franchises. Mr. Conklin was an expert in ESOP and tax valuations; and holds the Chartered Financial Analyst designation. Mr. Conklin is a 4th generation graduate of the University of Texas, and holds a Bachelor of Arts in Plan II, a Bachelor of Business Administration Marketing, and a Master of Business Administration in Finance.
Over the years Mr. Conklin has endowed a course for Plan II, a partial scholarship in Athletics, and the Dean’s Excellence fund at the McCombs School of Business. Mr. Conklin is a Member of the Littlefield Society, the President’s Associates, and a Parlin’s Fellow at the University of Texas at Austin. Mr. Conklin is also a Fellow of the Ashbel Smith Circle and a Fellow of the 1881 Society for the University of Texas System. Mr. Conklin is a passionate wine maker and, since 2011, has made Conklin Cellars, a Napa Valley Cabernet Sauvignon to be shared with family and friends.
MBA, CPA/PFS, CFP®
Executive Director, Avidian Wealth Solutions
Scott Bishop has been working in the financial services industry since 1995. In 2014, Scott joined Avidian Wealth Solutions (Avidian), as Executive Director of Wealth Solutions. Prior to joining Avidian, Scott was a founding partner at Sound Financial Solutions, L.P. and worked with Research Financial Strategies.
Scott graduated from the University of Texas at Austin with a Bachelor of Business Administration in Accounting and received his Master of Business Administration from the University of St. Thomas. Prior to his co-founding of Sound Financial Solutions, L.P., Scott worked as an auditor for Arthur Andersen & Co. L.L.P; as a senior accountant for Energy Development Corporation and PetroCorp Incorporated; as a registered principal for Government Securities Corporation and Coastal Securities L.L.P; and as a financial advisor for Sagemark Consulting (the successor firm to CIGNA Financial Advisors).
Currently, Scott is a CERTIFIED FINANCIAL PLANNERTM practitioner (CFP®) and a Certified Public Accountant (CPA). Over the years, Scott has conducted Continuing Education courses for Certified Public Accountants. In addition, Scott has both authored and has been interviewed for numerous articles in financial related publications and websites such as The Wall Street Journal, MarketWatch, CNBC, New York Times, Washington Post, Time, Investor’s Business Daily, Barron’s, USA Today, Money Magazine, Investopedia.com, Investment News, Kiplinger, WealthManagement.com, The AICPA Tax Section, BankRate.com, the Houston Business Journal and the CPA Forum. For his writings and contributions, Scott was named in 2019 as a Top 100 Financial Advisor in America by Investopedia. Related to his retirement planning experience, Scott is also a member of the member of Ed Slott’s Master Elite IRA Advisor GroupSM.
Scott has been active as a member of the American Institute of Certified Public Accountants (AICPA) and holds the Personal Financial Specialist (PFS) accreditation. Also, he has been on the Board of Directors of the Houston CPA Society and has been Chairman of the Personal Financial Planning Committee and is a member of the Finance/Investment Committee. He was also recognized for excellence by being named the Young CPA of the Year for 2002-2003 by the Houston CPA Society. This award was given based on an open nomination of the membership and submitted to the Houston CPA Society board (with consideration to community service, activity within the Houston CPA Society and being in good standing with the Texas Society of CPAs). Texas Monthly Magazine has also recognized Scott as a Five Star Wealth Manager from 2009 to 2012.
Schwab Advisor Services
Tom Bradley is Managing Director for Schwab Advisor Services and oversees the division that provides custodial support services for independent Registered Investment Advisors with up to $300 million in assets under management. He is also a leader in driving the ongoing integration between Schwab Advisor Services and TD Ameritrade Institutional.
Prior to joining Schwab, Bradley spent three decades at TD Ameritrade, much of that time in the service of independent advisors. He served as president of TD Ameritrade’s Institutional business for 12 years prior to becoming president of the firm’s Retail Distribution unit, which is where he spent his last five years at the firm. He is a graduate of the University of Richmond’s Robins School of Business.
University Distinguished Professor and Fayez Sarofim Fellow
McCombs School of Business
Keith Christopher Brown currently holds the positions of University Distinguished Teaching Professor and Fayez Sarofim Fellow in the Department of Finance at the McCombs School of Business, University of Texas at Austin. He received his M.S. and Ph.D. in Financial Economics from the Krannert Graduate School of Management at Purdue University. Since leaving school in 1981, he has specialized in teaching Investment Management, Portfolio Management and Security Analysis, Capital Markets, and Derivatives courses at the BBA and MBA levels and has received eighteen awards for teaching innovation and excellence.
In 2006, he was elected to the University’s prestigious Academy of Distinguished Teachers and also serves as a Provost’s Teaching Fellow. Keith's publications have appeared in such journals as Journal of Finance, Journal of Financial Economics, Review of Financial Studies, Journal of Financial and Quantitative Analysis, Review of Economics and Statistics, Financial Management, Journal of Financial Markets, Financial Analysts Journal, Journal of Portfolio Management, Journal of Investment Management, Journal of Fixed Income, Journal of Applied Corporate Finance, Journal of Retirement, and Advances in Futures and Options Research. He received a Graham and Dodd Award from the Financial Analysts Federation as a co-author of one of the best articles published by Financial Analysts Journal in 1990, a Smith-Breeden Prize from Journal of Finance in 1996, and a Harry M. Markowitz Special Distinction Award from Journal of Investment Management in 2016. Keith is also a co-author of two textbooks, Interest Rate and Currency Swaps: A Tutorial (with Donald J. Smith) and Investment Analysis and Portfolio Management, 11e (with Frank K. Reilly and Sanford J. Leeds).
Keith is the co-founder and Senior Partner of Fulcrum Financial Group, a portfolio management, business valuation, and investment advisory firm located in Austin, Texas. For more than fifteen years, he served as President and Chief Executive Officer of The MBA Investment Fund, LLC, a private capital appreciation fund managed by students at the University of Texas and also was the Director of the Department’s Hicks, Muse, Tate & Furst Center for Private Equity Finance. From May 1987 to August 1988 Keith was based in New York as a Senior Consultant to the Corporate Professional Development Department at Manufacturers Hanover Trust Company. He has also lectured extensively in the global Executive Development programs for companies such as Fidelity Investments, Commonfund Institute, FTSE, JP Morgan Chase Bank, Merrill Lynch, Lehman Brothers, Chase Securities, Union Bank of Switzerland, Chemical Bank, Chase Bank of Texas, USAA Investment Management, Security Commission of Malaysia, The Beacon Group, Motorola, Halliburton, Association for Investment Management and Research, and and served for eleven years on the Investment Committee of LBJ Family Wealth Advisors, a Texas-based private wealth management firm.
In August of 1988, Keith received his charter from the CFA Institute. He currently serves as Advisor to the Board of Trustees of Teacher Retirement System of Texas and the Board of Directors of University of Texas Investment Management Company and as Associate Editor for Journal of Investment Management and Journal of Behavioral Finance. For five years, he held the position of Research Director for the Research Foundation of the CFA Institute.
Managing Director, Market Manager
Pete Chilian, Managing Director, is the Market Manager for J.P. Morgan’s Private Banking business in the Dallas Region. In this role, Pete manages a team of about 100 bankers, investment specialists, lending advisors, trust officers and client service specialists who provide broad-based wealth management services to private clients and foundations in the Dallas metropolitan area, East Texas, Arkansas, Louisiana, and Oklahoma. Prior to his current role, Pete managed the investments business for the Dallas Region of the Private Bank, overseeing a team of professionals specializing in providing tactical investment advice and managing multi-asset class portfolios. Pete joined the firm in New York as a Fixed Income Specialist, trading bonds and advising clients on the positioning of their portfolios for two years before moving back to Texas in 2004. Prior to joining J.P. Morgan, Pete worked for Guaranty Bank (now BBVA Compass) in Dallas in the Capital Markets Group, where he structured and managed the closing of large commercial real estate loan syndications.
Pete is a member of the Salesmanship Club of Dallas, which runs the AT&T Byron Nelson golf tournament of the PGA Tour to raise funds for the benefit of the Momentous Institute. Pete also serves as a board member of Goodwill Industries of Dallas, Inc. and the United Way Foundation of Greater Dallas, where he chairs the Investment Committee. Within J.P. Morgan, Pete has twice served as Co-Chair of the Good Works Employee Giving Campaign for the Greater Dallas Market.
Pete holds an M.B.A. in Finance from the McCombs School of Business at The University of Texas at Austin and a B.B.A. in General Business from the Cox School of Business at Southern Methodist University. He resides in Dallas with his wife of 17 years, Brandi, and their two boys, Cook and Wyatt.
UBS Financial Services
Michael began investing more than 17 years ago while earning both his Chartered Financial Analyst® (CFA) designation and his M.B.A. Today, as a member of one of the largest teams in Private Wealth Management at UBS, he is able to apply his passion for investing and his expertise in asset allocation and manager evaluation to his work on behalf of clients. A graduate of The University of Texas at Austin, he earned his B.A. in economics with a minor in business and his M.B.A with honors. Michael joined UBS in 2009, having gained a range of experience at Morgan Stanley dating back to 2002. Michael was appointed to the influential UBS Financial Advisor Advisory Council (FAAC) in 2017. The FAAC, a select group of 14 Financial Advisors who represent all UBS Advisors, addresses the critical issues and concerns that ultimately help Advisors better serve their clients.
Michael is also a member of the UBS Pinnacle Council as well as the MBA Advisory Board at the McCombs School of Business, the Advisory Board for the Masters of Finance Program, and the Executive Committee for the Chancellor's Council at The University of Texas in Austin. His success has earned him a distinguished place on the On Wall Street’s Top 40 Advisors Under 40 list.
Founder and Portfolio Manager
Gregg Fisher is the founder of investment advisory firm Gerstein Fisher, and a financial services executive with over 30 years of expertise in investment research and portfolio management.
In 2016, with over $4 billion in assets under management and advisement, Gregg led the sale of Gerstein Fisher to People’s United Bank, expanding the bank into systematic investing. He then served as Head of Research and Portfolio Strategy for the bank until stepping down in November 2019.
A pioneer of factor investing, Gregg developed Gerstein Fisher’s proprietary Multi-Factor® investment strategies that he used to construct globally diversified portfolios. These included domestic and international funds that brought factor investing to the growth sector, as well as one of the world’s first quantitative Global REIT funds.
In 2009, Gregg founded the Gerstein Fisher Research Center to bridge theoretical research concepts with real-world challenges facing individual investors. Partnering with leading academics in the areas of finance, risk management, and economics, he spearheaded numerous research projects in areas such as momentum, valuation and analyst growth models, and global investing.
Gregg has served as a guest lecturer for the State University of New York at Buffalo, New York University, Columbia, McCombs School of Business at the University of Texas at Austin, Cornell Business School, and Harvard University. In 2018, he was named to The University of Buffalo’s Board of Trustees and the chair of the investment committee if the university’s endowment & foundation. The following year Gregg established the Fisher Research Collaborative within the university’s School of Management to support data-driven interdisciplinary research.
He remains a sought-after financial expert and thought leader, appearing in The Wall Street Journal, The Financial Times, Fortune, Business Week, The New York Times, CNN, CNBC, and MSNBC. As creator and host of the podcast The Q Factor with Gregg Fisher, he leads probing conversations with leading quantitative thinkers on how the modern world is being driven, optimized, and impacted by data.
In January 2020, Gregg launched a global small company long short equity fund under his new investment business Quent Capital, LLC.
Founder and CEO
WealthWise Financial Services
Loreen Gilbert is an experienced wealth manager who has spent more than three decades creating comprehensive wealth strategies for her clients. Upon graduating from the University of Texas at Austin with a degree in Business Administration, she launched her career at Fidelity Investments where she assisted clients with investment management services. Gilbert then worked for a private company selling retirement plans to municipalities and their employees. She has been in private practice as a wealth manager since 1997, and is the founder and CEO of WealthWise Financial Services, which offers securities and investment advisory services to individuals, business owners and corporations through her affiliation as a registered principal with LPL Financial.
In 2021, she made the Forbes Top 1000 Female Advisor list and the Forbes Best-In-State Wealth Advisors. She also made the ThinkAdvisor Luminaries Class of 2021 in the Thought Leadership category. For ten years including 2021, Loreen received the Five Star Wealth Manager Award as published in Orange Coast Magazine and The Wall Street Journal. Loreen was also named winner of the 2020 Silver Stevie Award in the Female Entrepreneur of the Year category for Women in Business. Gilbert is the past Chair of the NAWBO Institute (National Association of Women Business Owners Institute), which provides resources and tools to women business owners around the globe. She spent four years on the NAWBO National Board, representing more than 11 million women business owners in the US.
Gilbert has been covered by CNBC, Bloomberg, Fox, TD Ameritrade, Cheddar, US News & World Report, USA Today, Investor’s Business Daily, Yahoo! Finance, Money Magazine, Reuters, Financial Advisor Magazine, Plan Sponsor Magazine and WealthManagement.com. She also hosts on-air segments for KX FM in Laguna Beach, California, to educate listeners on financial matters. Her iTunes podcast is called WealthWise Moment.
Loreen is committed to giving back through many charitable organizations. She sits on the Tocqueville Society Cabinet for Orange County United Way as well as is involved in Women’s Philanthropy Fund. She sits on the Business Leadership Committee for Segerstrom Center for the Arts. Gilbert is a member of the National Board of Governors for Opportunity International and on the advisory board for Hope International, both micro-lending organizations helping families in developing countries to start/expand a business.
Gilbert’s business licenses and credentials include registration as an Investment Advisor Representative with LPL Financial; FINRA Series 7, 63, 24, and 65, registrations held through LPL Financial; Certified Investment Management Analyst (CIMA) designation; Accredited Investment Fiduciary (AIF) designation; insurance licensed in Life, Disability, Variable Life, and Long Term Care; and Bachelor of Business Administration.
Loreen Gilbert is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC.
*The Luminaries Program shines a spotlight on how industry participants are producing results in thought leadership & education. They were selected by a diverse panel of judges from across the industry and the editorial team at ThinkAdvisor** The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.***Five Star Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012- 2019 Five Star Wealth Managers.
SFMG Wealth Advisors
Craig Greenway's objectives are defined by how his clients define success. Craig's move from the "predominantly reactive world of public accounting" to financial planning . was driven by his desire to serve people in a proactive environment. He gains true satisfaction from watching others grow, especially witnessing the younger generation of firm leaders evolve.
Craig identifies perspective as something for which he is extremely grateful; he believes that without perspective you cannot understand or care about others in the world. What sets Craig apart is his commitment to listening to his clients. Keeping the lines of communication open can help him better guide families to reach their financial goals. Over 35 plus years of experience have helped him cultivate a vast array of professionals to call on, from estate planning to insurance agents, so that he can ensure his clients have access to all the resources they need to lead financially successful lives.
Giving back to his community is important to Craig. He has served on numerous civic, charitable, and religious boards and councils. However, Craig has worked hard to get to this stage of life and also appreciates getting away. He often escapes to his second home in the Texas Hill Country with his wife Pam and, when their schedule allows, their grown children Drew and Megan. The Hill Country is slow-paced, and Craig finds the country chores to be therapeutic.
Senior Lecturer, Accounting Department
J. Richard Joyner
Tolleson Wealth Management
Richard Joyner is President of Tolleson Wealth Management. He oversees key strategic, marketing, and policy determinations for the company and its lines of business. Richard also serves on the Board of Directors, CEO Council, Trust Committee, and Investment Committee. He is also President and CEO of Tolleson Wealth Management’s Private Wealth Management Group, where he is active in setting the vision and strategy for Tolleson Private Wealth Management.
Richard works with multi-generational families to address the complex issues of successful wealth transfer. His expertise encompasses such diverse areas as complex income and estate tax planning; family dynamics and education; and investment management. He facilitates numerous family meetings for clients each year, and speaks regularly to families that want to overcome the old adage of “shirtsleeves to shirtsleeves” in three generations.
Over the years, Richard has received a number of professional awards, including recognition by Worth Magazine as one of its Top Financial Advisers and by Barron’s Magazine as one of the Top 100 Independent Financial Advisors in the U.S.
He served nine years on the Board of Directors of the Investments & Wealth Institute (IWI), including two years as its President (2002-2003). He has served on IWI’s wealth management committee for more than 10 years and teaches in the Certified Private Wealth Advisor (CPWA) program offered by IWI. He currently serves as Chair of the Board of Directors for Cristo Rey School College Prep High School of Dallas and is on the Advisory Board of the Ultra High Net Worth Institute.
Richard earned a Bachelor of Science in Accounting from Wake Forest University. In addition to being a Certified Public Accountant, he is a Personal Financial Specialist, Certified Investment Management Analyst, Certified Private Wealth Advisor, and a Certified Financial Planner™ practitioner.
Richard is married, has two adult children, and two grandchildren. He lives in Preston Hollow with his wife, Cheryl. He enjoys golf, running, and reading early American history.
Austin Private Wealth
Dan has more than twenty-seven years of financial services experience. Prior to his current role, Dan held numerous positions in both trading and marketing at Fidelity Investments and American Express. Wanting to leave corporate America and pursue an entrepreneurial path, Dan and his wife Rochelle moved from New York City to Austin in 2004. It was there that he met Raoul Celerier. Together, they founded Austin Private Wealth.
Dan holds a BA in economics from Binghamton University and an MBA (magna cum laude) from the Olin Graduate School of Business at Babson College. He is the recipient of numerous awards during his career.
Dan is a past-chair and longtime board member of Shalom Austin, the umbrella organization for the Jewish community of Austin and Central Texas. Dan was a founding member of the Shalom Austin Jewish Foundation. In addition, Dan served on the loan committee of BiG AUSTIN, a small business and workforce development non-profit.
CEO and Managing Director
Marketing Professor, McCombs School of Business
Executive Director, IC2 Institute
Art Markman, PhD is the Annabel Irion Worsham Centennial Professor of Psychology, HDO, and Marketing at the University of Texas at Austin and Executive Director of the IC2 Institute. He has written over 150 scholarly papers on topics including reasoning, decision making, and motivation. Art brings insights from cognitive science to a broader audience through his blogs at Psychology Today and Fast Company as well as his radio show/podcast Two Guys on Your Head. He has written several books including Smart Thinking, Smart Change, Brain Briefs, and Bring Your Brain to Work.
Head of Advisor Education
Mr. Nersesian is head of advisor education at PIMCO, providing advanced wealth management and investment consulting education to financial professionals. Prior to joining PIMCO in 2019, he was senior managing director of wealth management services for Nuveen Investments. Previously, he was a first vice president at Merrill Lynch Private Client Group, where he also led advanced training for financial consultants. He served as a board member of the Investments and Wealth Institute (IWI, formerly IMCA) from 2006–2017 and as chairman for the 2014–2015 term, and he is a faculty member for the IWI Certified Private Wealth Advisor (CPWA) and Certified Investment Management Analyst (CIMA) education programs held at Yale University and The University of Chicago. He has 36 years of investment and financial services experience and holds an undergraduate degree in business and economics from Lehigh University.
CEO & Founder
Venturi Wealth Management
Russ Norwood has worked for over 30 years in the financial services industry since graduating from the University of Texas in 1986 with a degree in Business Economics. He spent 24 years at Merrill Lynch and was a Managing Director in the Private Banking and Investment Group, an ultra-high net worth advisory organization.
Goldman Sachs Private Wealth Management
Managing Director, Senior Portfolio Manager
UBS Private Wealth Management
Clients take pride in Adam’s unique ability to find the right opportunity at the right time. He is relentless when it comes to scrutinizing details and monitoring client portfolios, and is equally disciplined and rigorous about providing a thorough analysis of managers, performance and clients' balance sheet structure.
After receiving a B.B.A. from the University of Texas at Austin in 1990, Adam joined Kidder Peabody & Co. as a financial analyst in corporate finance. Adam was involved in several debt, equity and M&A transactions in the energy industry. From 1992 to 1994, he was a vice president with a regional securities firm, where he focused on institutional fixed income sales.
Adam joined Lehman Brothers in 1996 after completing his M.B.A. at the Wharton School of the University of Pennsylvania. He immediately entered the Private Investment Management department, and in 2000, was asked to become a partner in The Witover Wealth Management Group. Adam, along with The Witover Wealth Management Group, joined UBS in 2008 as a Managing Director and Senior Portfolio Manager within Private Wealth Management. More recently, Adam was named a Family Office Consultant as part of the Family Office Solutions Group within Private Wealth Management. In 2019, The Witover Wealth Management Group was named a "Top 50 Private Wealth Advisory Team" in Barron's.
Adam is a board member of Hands on Tzedakah (HOT), a small public charity whose mission is to reach out to those in need by supporting programs that fall below the radar screen of traditional funding. He is also on the Board of Trustees of the Rodeph Sholom School (K-8) and currently chairs the Investment Committee. Adam is a board member of The New York Renaissance, a non-profit sports based youth development organization. Adam lives in Manhattan with his wife, Jennifer, and their children, Russell and Rebecca.
Pin Oak Investment Advisors
Prior to founding Pin Oak Investment Advisors in 1989, Mr. Rouse began his career as a management consultant with a large accounting firm and later worked as a financial advisor with a local investment advisor. He is a Certified Financial Planner and Registered Investment Advisor with over 30 years of experience. Mr. Rouse has been named by Texas Monthly as a Five Star Wealth Manager and is a Qualified Kingdom Advisor. He earned a Bachelor’s degree in business administration and a Masters of Business Administration from the University of Texas at Austin. Mr. Rouse is also the founder and President of Stoney Creek Foundation (Stoney Creek Ranch), a camp designed to enrich Houston’s inner-city youth.
Senior Wealth Manager
Trudy R. Turner, CPA/PFS, CFP®, CPWA® is a wealth management professional with more than 25 years of financial services experience. She has served her profession in local and national leadership positions for the Financial Planning Association (FPA), including Chair of the DFW Chapter of the FPA, Chair of the Chapter Leaders Conference, co-founder of the FPA Diversity Task Force and Inaugural Chair of the FPA Diversity Scholarship Committee that created the Diversity Scholarship awards. Turner has served as a member of the American Institute of CPAs PFS Credentialing Committee, CFP® Board WIN Advocate and Association of African American Financial Advisors Board Director. However, her most impactful role includes being mentor and ally to numerous aspiring financial planners, including high school students in the Texas Tech University Financial Planning Academy.
Greg Van Wyk
Executive Vice President, Principal
Greg Van Wyk, CFP® serves as Executive Vice President/ Principal at Austin Asset where he has helped in building a tremendous team of CFP® Professionals over the last 20 plus years. He has a deep history with the fee-only wealth management industry including serving with the National Association of Personal Financial Advisors (NAPFA) in many regional and national capacities over the years. He served as an Adjunct Instructor for the University of Texas at Austin’s Financial Planning Certificate Program from 2004-2015 and has been a volunteer, supporter, and Board Member to Any Baby Can over the last decade. Greg and the entire team at Austin Asset are excited to collaborate with Texas McCombs’ Wealth Management Network (MWMN) to create unity around academia and industry and build the next generation of wealth management leaders.