-
John Watson
dynasty_marketing 07 Mar, 2024John Watson brings nearly a decade of investment analysis and consulting experience to the Precedent Wealth Partners’ Investment Committee. He started his career at Goldman Sachs before joining Piper Sandler, where his coverage of energy securities led to Institutional Investor naming him a Rising Star. He now serves as the founder and managing partner of a private investment firm. John earned his Bachelor of Arts in Economics from Davidson College, graduating magna cum laude, Phi Beta Kappa. He also holds his MBA from the Stanford Graduate School of
Read More -
Mariah Willis
dynasty_marketing 02 Feb, 2024Mrs. Mariah Willis graduated from the C.T. Bauer College of Business at the University of Houston with a degree in Business Management in 2018. Since then, she has dedicated her career to servicing the complex needs of high net-worth individuals at prominent asset management firms in Denver, CO and Houston, TX. As a Client Service Associate, Mariah works alongside Precedent’s wealth advisors to ensure that clients are provided with financial peace of mind, and that their day-to-day needs are handled
Read More -
Carissa Fowler
dynasty_marketing 01 Dec, 2023Ms. Carissa Fowler helps Precedent in a variety of ways, largely by leveraging her background in marketing and graphic design. Carissa is essential in the editing and production of videos and client correspondence. She contributes greatly to various marketing and advertising initiatives that promote the Precedent brand and its growth. Carissa also manages Precedent’s social media accounts and assists the operations team with ongoing projects.
Read More -
Nina Novales
dynasty_marketing 01 Dec, 2023Ms. Nina Novales brings exceptional experience to Precedent’s operations team. After obtaining her bachelor’s degree in accounting, she has accumulated four decades of experience in wealth management, which includes tenure at three well-respected Houston firms. Nina has spent much of her career directly responsible for portfolio trading on behalf of thousands of client households. She is well-versed in portfolio analysis and implements investment strategy for client portfolios at the direction of the Precedent Wealth Partners Investment Committee. Nina helps Precedent’s
Read More -
Libby Webster
dynasty_marketing 16 Oct, 2023Mrs. Libby Webster brings five years of experience in executive support to Precedent Wealth Partners. Libby holds a bachelor’s degree in Communications from the College of Charleston in Charleston, SC. After graduating, she moved to Manhattan where she worked for a family office specializing in venture capital, and then transitioned to a well-known commercial real estate firm. At Precedent, Libby ensures every initial client experience is warmly orchestrated with clarity and efficiency. Libby also provides support to Precedent’s executive team.
Read More -
Bob Shea
dynasty_marketing 27 Apr, 2023Mr. Bob Shea is the Chief Investment Strategist at Dynasty Financial Partners. In this role, he is responsible for constructing and maintaining Dynasty’s Outsourced Chief Investment Officer (OCIO) portfolios and leading Dynasty’s Investment Committee. He brings his insights into top-down asset allocation, portfolio management, and and investment manager selection to Precedent’s Investment Committee as an independent advisor. Bob joined Dynasty from FCF Advisors, where he served as CEO and CIO. Prior, he worked in Investments at Goldman Sachs from 1991-2004,
Read More -
Jeremy Zoladz
webdev 03 Apr, 2023Mr. Jeremy Zoladz is the Managing Director, Co-Head of Relationship Management at Dynasty Financial Partners. In this role, he is responsible for consulting on practice management and business strategy across the Dynasty network of RIA firms. He brings his insights into WealthTech platforms, retirement planning, and the delivery of fiduciary advice to Precedent’s Wealth Planning Committee. Jeremy joined Dynasty from Graystone Consulting, a business of Morgan Stanley, where he served as an Institutional Consultant and Corporate Retirement Director. Prior, he
Read More -
Bob Shea
webdev 03 Apr, 2023Mr. Bob Shea is the Chief Investment Strategist at Dynasty Financial Partners. In this role, he is responsible for constructing and maintaining Dynasty’s Outsourced Chief Investment Officer (OCIO) portfolios and leading Dynasty’s Investment Committee. He brings his insights into top-down asset allocation, portfolio management, and investment manager selection to Precedent’s Investment Committee. Bob joined Dynasty from FCF Advisors, where he served as CEO and CIO. Prior, he worked in Investments at Goldman Sachs from 1991-2004, becoming Partner, Co-Head of Cash
Read More -
Jasmine ‘Jazz’ Hawk
dynasty_marketing 03 Apr, 2023Ms. Jazz Hawk has seven years of experience in financial advisory, risk management, and financial analysis. Jazz has a bachelor’s degree in accounting and a master’s degree in Management Information Systems, both from Texas A&M University in College Station, TX. She brings a diverse set of perspectives: Jazz previously served a Big 4 public accounting firm and currently works for a Fortune 500 Integrated Oil & Gas company. Jazz is a Certified Public Accountant. She is active in several community
Read More -
Wendy Yates
dynasty_marketing 03 Apr, 2023Mrs. Wendy Yates has more than 20 years of diverse legal experience. As a practicing attorney, Mrs. Yates is a current member of the National Academy of Elder Law Attorneys and has been recognized as a Texas Super Lawyer* by Thomson Reuters since 2019. Wendy is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization and is a current TBLS Exam Commission Member. She holds a bachelor’s degree from Rice University and her J.D.
Read More