Bobby serves as Senior Vice President and Senior Investment Advisor at 1900 Wealth Management, where he manages a team of investment officers and oversees portfolio strategies for clients. He also develops new business relationships and contributes to firm growth.
A Chartered Financial Analyst (CFA), Bobby previously analyzed fixed-income investments for USAA and its related funds. His career spans capital management, private equity, and financial operations in multiple industries.
Bobby holds a Bachelor of Business Administration in Accounting and Finance from Texas Christian University.
Experience & History
- Senior Vice President, Senior Investment Advisor – 1900 Wealth Management
- 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 in Accounting and Finance – Texas Christian University
- Chartered Financial Analyst (CFA)