McElhenny Sheffield Capital Management, LLC

Andrew Hunt is a CFP® with 17 years of industry experience, currently serving at McElhenny Sheffield Capital Management, LLC. His prior roles include positions at Monumental, Worth Asset Management, EP Wealth Advisors, Fisher Investments, Polaris Wealth Advisory Group, and Beacon Pointe Wealth Advisors. Since 2024, he has also worked independently as a Medicare insurance agent. McElhenny Sheffield Capital Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, and institutions. The firm utilizes proprietary quantitative models for investment decisions and offers a variety of portfolio management services, including sub-advisory roles and tactical ETF strategies.

Jeffrey Bradley is a financial advisor at McElhenny Sheffield Capital Management, LLC in Dallas, TX, with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with McElhenny Sheffield since 2014. McElhenny Sheffield Capital Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, and institutions. The firm uses proprietary quantitative models for investment decisions and offers services including separately managed accounts, model portfolios, and sub-advisory roles for actively managed ETFs with tactical ETF strategies.

Kyle Elam is a CFA® charterholder with one year of experience in the financial industry. He is currently with McElhenny Sheffield Capital Management, LLC and has prior experience at Aramanino LLP and Elam Consulting Group, LLC. Outside of his advisory role, he works as a consultant for litigation and fraud examination. McElhenny Sheffield Capital Management, LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, businesses, and institutions. The firm employs proprietary quantitative models for portfolio management, offers separately managed accounts and model portfolios, and serves as a sub-adviser to an actively managed ETF.

Bruce Fraser is a financial advisor at McElhenny Sheffield Capital Management, LLC in Dallas, TX, with 23 years of industry experience. He holds a Series 63 designation and has been with McElhenny Sheffield since 2000. Outside of his advisory role, Fraser serves as Managing Partner of Elkhorn Capital Management, a commercial real estate investment firm. McElhenny Sheffield Capital Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, and institutions. The firm uses proprietary quantitative models to drive investment decisions and offers a range of strategies including tactical ETF portfolios and serves as a sub-adviser to an actively managed ETF.

Grant Morris is a CFP® and CFA® with nine years of industry experience. He has been with McElhenny Sheffield Capital Management, LLC since 2016 and previously worked at Alix Partners, LLP for seven years. Outside of his advisory role, he is involved with Elkhorn Capital Partners LLC, an investment-related business focused on direct real estate investments. McElhenny Sheffield Capital Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, and institutions. The firm employs proprietary quantitative models for portfolio management and serves as a sub-adviser to an actively managed ETF, offering a range of tactical ETF strategies.

Ryan Mckee is a financial advisor at McElhenny Sheffield Capital Management, LLC with 15 years of industry experience. He has held positions at McElhenny Sheffield since 2016 and previously worked at Spar Investment Counsel, Inc. from 2010 to 2016. He holds a Series 65 designation. McElhenny Sheffield Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, businesses, and institutions. The firm employs proprietary quantitative models for investment decisions and offers tactical ETF strategies, separately managed accounts, and sub-advisory services to an actively managed ETF.

Jesse Hauptrief is a financial advisor at McElhenny Sheffield Capital Management, LLC with 27 years of industry experience. He has worked at McElhenny Sheffield since 2017 and previously spent six years at Resource Wealth Management. Hauptrief is also engaged as a self-employed life and health insurance agent. McElhenny Sheffield Capital Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, and institutions. The firm uses proprietary quantitative models for investment decisions and offers a range of tactical ETF strategies, including serving as sub-adviser to an actively managed ETF.