John Havenar is a financial advisor at Hurwitz Associates, Inc. in Houston, TX, holding Series 63 and Series 66 licenses with 31 years of industry experience. He has been with Hurwitz Associates since 2016. Outside of his advisory role, Havenar manages residential rental properties and owns a health and life insurance sales business. Hurwitz Associates provides discretionary and non-discretionary investment management primarily for individual and high-net-worth clients, focusing on asset allocation through Modern Portfolio Theory using individual securities and ETFs. The firm emphasizes long-term, low-turnover portfolio management and involves clients in setting investment objectives.

Ian Hurwitz is the president of Hurwitz Associates, Inc. in Houston, TX, where he has worked since 2004. He holds Series 63 and Series 65 credentials and has 44 years of industry experience. Hurwitz is also licensed in insurance and provides insurance services as needed. Hurwitz Associates, Inc. manages discretionary and non-discretionary portfolios primarily for individual and high-net-worth clients, focusing on asset allocation with a long-term, low-turnover approach. The firm emphasizes client participation in setting objectives and offers investment strategies based on Modern Portfolio Theory, incorporating individual securities, ETFs, and international market exposure.

Abdurrahman Naser is a financial advisor at Hurwitz Associates, Inc. in Houston, TX, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hurwitz Associates since 2012. Hurwitz Associates provides discretionary and non-discretionary investment management primarily for individual and high-net-worth clients, focusing on asset allocation through Modern Portfolio Theory using individual securities and ETFs. The firm emphasizes long-term, low-turnover portfolio management and involves clients in setting investment objectives.

William Hughes Jr. is a financial advisor at Hurwitz Associates, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 55 years of industry experience. He has worked at Hurwitz Associates since 2016. Hurwitz Associates provides discretionary and non-discretionary investment management primarily for individual and high-net-worth clients, focusing on separately managed portfolios aligned with clients’ objectives. The firm emphasizes asset allocation using Modern Portfolio Theory with international exposure and manages portfolios with a long-term, low-turnover approach.

Samuel Epstein is a financial advisor at Hurwitz Associates, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kestra Financial Services, Inc., Lighthouse Planning LLC, and currently serves as COO of TGI Solar Power, a company focused on smart city construction and environmental monitoring. Epstein also holds leadership roles in geological consulting and serves on the boards of Touro College and Congregation Ohav Zedek. Hurwitz Associates provides discretionary and non-discretionary investment management primarily for individual and high-net-worth clients, utilizing a long-term, low-turnover investment approach centered on asset allocation guided by Modern Portfolio Theory. The firm emphasizes client involvement in setting objectives and maintains a small team structure with an internal continuity governance plan.