Matthew Caire is a financial advisor at Woodward Investment Management, LLC with five years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to joining Woodward Investment Management in 2026, he worked at Vaughan Nelson Investment Management, LP and Houston Trust Company. He teaches investments as an instructor in Rice University’s CFP program at the Glasscock School of Continuing Studies. Woodward Investment Management primarily serves high-net-worth individuals, family offices, trusts, pooled investment vehicles, and institutional clients. The firm employs a Sustainable Growth at a Reasonable Price (SGARP) investment philosophy and offers discretionary wealth management, sub-advisory portfolio management, and consulting services with a concentrated, hedged strategy.

Thomas Woodward is a financial advisor with Woodward Investment Management, LLC in Houston, TX. He holds a Series 65 designation and has 12 years of industry experience, including prior work at Avalon Advisors, LLC from 2014 to 2021. Woodward Investment Management primarily serves high-net-worth individuals, family offices, trusts, pooled investment vehicles, and institutional clients. The firm applies a Sustainable Growth at a Reasonable Price (SGARP) investment approach, combining quantitative screening with qualitative analysis and a formal sell discipline, and offers strategies that include sector-diversified small companies and a concentrated, hedged leading firms portfolio.