Austin is a Charlotte native and graduate of The University of North Carolina at Charlotte with a double major in Finance and Marketing. He served as a member of The Society for Collegiate Leadership and Achievement during his time at UNCC. Austin oversees all aspects of our investment reporting system and helps to coordinate investment strategy changes. He has a passion for following global financial markets and helping empower clients to make smart investment decisions. Outside of the office, Austin shares his free time with his wife, Dylan, and daughter, Alice. He spends weekends exploring nature trails and local farmer’s markets with his family. H