Tuesday, December 03, 2013

Spent most of the week in Houston doing RIA office visits. Met with:

  • Paul Comstock Partners - James Englebrecht and Stephen Browne
  • Stavis & Cohen - Jun Gu
  • Stegent Equity - Loyd Stegent
  • Financial Synergies Asset Mgt - Mike Booker
  • UBS - Rama Gali

No comments: