Archives: Team Member

  • Mariah Willis

    Mrs. 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

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  • Carissa Fowler

    Ms. 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.

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  • Nina Novales

    Ms. 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

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  • Libby Webster

    Mrs. 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.

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  • Bob Shea

    Mr. 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

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  • Jeremy Zoladz

    Mr. 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

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  • Bob Shea

    Mr. 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

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  • Jasmine ‘Jazz’ Hawk

    Ms. 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

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  • Wendy Yates

    Mrs. 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.

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  • Lad Perenyi

    Mr. Lad Perenyi has over 40 years of experience in financial analysis and investment asset valuation. Lad has a bachelor’s degree from the University of California at Santa Cruz and holds an MBA from Thunderbird Graduate School. In addition to being a lifelong student of the financial markets, Lad’s career specializations include sovereign debt restructuring, corporate finance for multinational corporations, and energy finance. He has held positions at JPMorgan Chase, Mitsubishi UFJ Financial Group, and Comerica Bank. Mr. Perenyi is

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