Inscription Capital, LLC

Robert Clements III is a financial advisor at Inscription Capital, LLC in Nashville, TN, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior work includes 16 years at Citigroup Global Markets and five years at HSRI Hemp LLC. Inscription Capital, LLC provides holistic financial planning and both discretionary and non-discretionary investment management to individuals, family offices, trusts, estates, private foundations, and retirement plans. The firm manages approximately $2.05 billion in assets and utilizes an investment committee approach to build model portfolios using a range of asset types and implementation channels.

Coleman Conkling is a financial advisor with Inscription Capital, LLC in Houston, TX, holding a Series 65 designation and seven years of industry experience. He has worked at Inscription Capital since 2020 and previously at Quantor Capital, LLC and McDowell Hetherington LLP. Outside of his advisory work, he is a partner at JJC Capital, LLC. Inscription Capital provides financial planning and investment management services to individuals, family offices, trusts, estates, private foundations, and retirement plans. The firm employs a long-term, fundamental investment approach with tailored portfolios constructed and monitored by an investment committee.

Marc Oster is a financial advisor with Inscription Capital, LLC and Inscription Family Office, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at UBS Financial Services and has been a principal at Inscription Capital since 2008. Oster serves as a board member for the Jewish Family Service Houston Foundation, assisting with fundraising efforts. Inscription Capital serves individual clients, including high net worth individuals, and institutional entities such as family offices, trusts, estates, and private foundations. The firm manages approximately $1.56 billion in client assets and offers holistic financial planning, discretionary and non-discretionary portfolio management, retirement plan advisory services, and family office services through a personalized, committee-driven investment process.

Marc Forn Canabate is a CFA® charterholder currently with Inscription Capital, LLC, where he has been since 2022. His prior experience includes roles at Santander Bank UK and Santander Bank NA, as well as involvement with Bluecap and Search Fund Accelerator. Outside of his advisory work, he serves as a senior analyst for litigation finance funds and a resale investment service, contributing to fund materials, financial modeling, and client coordination. Inscription Capital manages approximately $1.56 billion in client assets, serving individual clients, family offices, trusts, estates, and private foundations. The firm offers comprehensive financial planning and portfolio management through a personalized, committee-driven process emphasizing fundamental analysis and diversified, long-term allocations across various asset types.

Jillian Nel is a CFP® with 18 years of industry experience, currently serving as Director of Financial Planning at Inscription Capital, LLC. She has held roles at Emerson Equity LLC and Purshe Kaplan Sterling Investments and has been involved with Inscription Capital since 2019. Nel is also an academic director and instructor for the CFP® program at the Glasscock School for Continuing Studies at Rice University. Inscription Capital serves individual and institutional clients, including high net worth individuals, family offices, trusts, and private foundations, managing approximately $1.56 billion in assets. The firm offers comprehensive financial planning and portfolio management through a personalized, committee-driven investment process that incorporates a range of asset classes and implementation options.

Allison Brand is a CFP® professional at Inscription Capital, LLC with one year of industry experience. Her prior roles include positions at Connors Wealth Management, Oak Harvest Financial Group, Houston ISD, and Bama Bounders. Inscription Capital, LLC provides holistic financial planning and investment management services to individuals, family offices, trusts, estates, private foundations, and retirement plans. The firm manages approximately $2.05 billion in assets and employs a long-term, fundamental investment approach implemented by an investment committee that utilizes diversified portfolios including mutual funds, ETFs, structured products, and alternative investments.

Richard Kaplan is a financial advisor at Inscription Capital, LLC with 28 years of industry experience. He previously worked at Legacy Asset Securities, Inc. and Legacy Asset Management, Inc. for over two decades before joining Inscription Capital in 2019. Kaplan has served as treasurer of the board for Emery Weiner School and is involved with the Holocaust Museum Houston and Congregation Beth Israel in various non-investment community roles. Inscription Capital serves individual and institutional clients, including high net worth individuals, family offices, trusts, estates, and private foundations. The firm employs a personalized, committee-driven investment process emphasizing fundamental analysis and long-term, diversified allocations across a broad range of asset types, offering both direct management and access to external managers and platforms.

William Lovering is a financial advisor at Inscription Capital, LLC with three years of industry experience. He previously worked at BvB & Partners and Gonet & Cie. Inscription Capital serves individual clients, including high net worth individuals, as well as institutional entities such as family offices, trusts, estates, and private foundations. The firm manages approximately $1.56 billion in client assets, offering holistic financial planning, portfolio management, retirement plan advisory services, and standalone family office services through a personalized, committee-driven investment process.

David Eustis Jr. is a financial advisor with Inscription Capital, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Inscription Capital since 2018 and at Inscription Family Office since 2019, with prior experience at UBS Financial Services. Outside of his advisory role, he is involved as an owner and director in non-investment businesses Moe Inc. and OEB Wealth Holdings Inc. Inscription Capital serves individual and institutional clients, including high net worth individuals, family offices, trusts, estates, and private foundations, managing approximately $1.56 billion in assets. The firm offers comprehensive financial planning and portfolio management with a committee-driven investment process focused on fundamental analysis and long-term diversified allocations across a range of asset types.

Juan Carlos Herrera is a financial advisor at Inscription Capital, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Inscription Capital since 2020. Prior to this, he was with Quantor Capital, LLC and Bright Sky Capital, LLC. Outside of his advisory roles, he serves as Chief Wealth Manager at Grupo Bursatil Mexicano, where he provides strategic advice and training related to the firm’s wealth management model. Inscription Capital serves individual clients, including high net worth individuals, as well as institutional entities such as family offices, trusts, estates, and private foundations. The firm manages approximately $1.56 billion in client assets through a personalized, committee-driven investment process that emphasizes fundamental analysis and diversified long-term allocations across a wide range of investment products.

Brian Bova is a CFP® and CFA® with 24 years of industry experience. He is a principal and CEO at Inscription Capital, LLC in Houston, TX, where he has worked since 2018. His prior experience includes roles at UBS Financial Services Inc. and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is involved as an owner and general partner in several litigation fund entities. Inscription Capital serves individual and institutional clients, including high net worth individuals, family offices, trusts, and private foundations. The firm employs a personalized, committee-driven investment process focusing on fundamental analysis and long-term diversified allocations across various asset classes, combining bespoke planning with multiple implementation options.

Julio Cacho Diaz is a financial advisor at Inscription Capital, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Inscription Capital since 2020. He also serves as an instructor at Rice University and is the Chief Wealth Manager at Grupo Bursatil Mexicano, where he advises on investment product strategy and training. Inscription Capital serves individual and institutional clients, including high net worth individuals, family offices, trusts, and private foundations, managing approximately $1.56 billion in assets. The firm employs a personalized, committee-driven investment process focused on fundamental analysis and long-term diversified allocations across a broad range of asset types.