Bobby is hands-on, working directly with clients and managing a team of investment officers. He is also responsible for developing new business client relationships.
Bobby is a Chartered Financial Analyst (CFA) who analyzed fixed-income investments for USAA and its related funds before joining 1900 Wealth. He has a wealth of experience that includes capital management, private equity and the automotive industry.
Bobby graduated from Texas Christian University with a Bachelor of Business Administration in accounting and finance in 2007.
Experience & History
Senior Vice President – Senior Investment Advisor, 1900 Wealth
Senior Fixed Income Analyst, USAA Investments
Chief Financial Officer, Tricolor Auto Group LLC
Director, Highland Capital Management L.P.
Associate, Brazos Private Equity Partners
Analyst, Lehman Brothers
Bachelor of Business Administration – Accounting & Finance, TCU
Chartered Financial Analyst
