Noah Ozgo

As Director of Investments, Noah helps to strengthen our team within our Private Wealth Client Engagement as a seasoned professional with extensive experience in portfolio management, asset allocation, market strategy and tax strategy. Prior to joining, Noah spent time in areas of portfolio management and tax strategy on both the institutional and the client-facing side with several companies, including  Weaver, Neuberger Berman, and JP Morgan.

Noah’s expertise in both fundamental and quantitative analysis, combined with his institutional-level knowledge, enhances our ability to create tailored strategies and solutions for the client planning deliverable. Noah received his Undergraduate Degree in Business from the University of Texas – San Antonio, where he also played basketball,  and his Master’s in Accounting from the University of Texas in Dallas. Noah is married to Chelsea and they are expecting their first child in October.