University of Texas at Austin
A student walks near the family statue in front of the McCombs School of Business

Advisory Board

McCombs School of Business McCombs School of Business

Advisory Board

Robert Conklin in front of the Dead Sea

Robert Conklin

Advisory Board Chair

Managing General Partner, Conklin Real Estate Investments, Ltd.

Scott Bishop

MBA, CPA/PFS, CFP®

Executive Director, Avidian Wealth Solutions

Tom Bradley headshot

Tom Bradley

Managing Director

Schwab Advisor Services

Headshot of Keith Brown

Keith Brown

University Distinguished Professor and Fayez Sarofim Fellow

McCombs School of Business

Headshot of Peter Chilian

Peter Chilian

Managing Director, Market Manager

J.P. Morgan

Headshot of Michael Dellinger

Michael Dellinger

Managing Director

UBS Financial Services

Gregg Fisher headshot

Gregg Fisher

Founder and Portfolio Manager

Quent Capital

Loreen Gilbert headshot

Loreen Gilbert

Founder and CEO

WealthWise Financial Services

Headshot of Craig Greenway

Craig Greenway

Managing Director

SFMG Wealth Advisors

Headshot of Terri Holbrook

Terri Holbrook

Senior Lecturer, Accounting Department

McCombs School of Business

J. Richard Joyner headshot

J. Richard Joyner

President

Tolleson Wealth Management

Headshot of Dan Kraus

Dan Kraus

Co-Managing Partner

Austin Private Wealth

Headshot of Kevin Margolis

Kevin Margolis

CEO and Managing Director

SFMG Wealth Advisors

Headshot of Art Markman

Art Markman

Marketing Professor, McCombs School of Business

Executive Director, IC2 Institute

John Neresian headshot

John Nersesian

Head of Advisor Education

PIMCO

Headshot of Russ Norwood

Russ Norwood

CEO & Founder

Venturi Wealth Management

Headshot of Allison Rhodes

Allison Rhodes

Vice President

Goldman Sachs Private Wealth Management

Headshot of Adam Rosenthal

Adam Rosenthal

Managing Director, Senior Portfolio Manager

UBS Private Wealth Management

Headshot of Barrett Rouse

Barrett Rouse

Founder

Pin Oak Investment Advisors

Headshot of Trudy Turner

Trudy Turner

Senior Wealth Manager

United Capital

Greg Van Wyk headshot

Greg Van Wyk

Executive Vice President, Principal

Austin Asset