Per Stirling Capital Management, LLC

Katherine Zamora is a financial advisor with Per Stirling Capital Management, LLC in Austin, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Per Stirling since 2012 and is also associated with B. B. Graham & Co. outside of her primary role. Per Stirling Capital Management is an SEC-registered advisory firm managing approximately $1.39 billion for nearly 1,000 clients. The firm serves individuals, high-net-worth households, trusts, estates, and select institutions, offering discretionary investment management alongside comprehensive financial planning and consulting services.

Richard Hallum is a CFP® with 35 years of experience in financial advising. He has been with Per Stirling Capital Management, LLC since 2017 and has prior experience at B.B. Graham & Company, Inc., Spicewood Oaks Advisors, Inc., Couch Hallum Financial Group, LLC, and Securities America, Inc. Outside of advising, he manages a ranching operation through AJL Enterprises, LLC. Per Stirling Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth households, trusts, estates, and select institutions. The firm employs a multi-advisor team approach, utilizing a blend of fundamental, technical, cyclical, and statistical analysis to provide discretionary investment management and comprehensive financial planning services.

Alexander Hallum is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Per Stirling Capital Management, LLC in Austin, TX. Prior to his advisory role, Hallum worked at Uber and has experience in various service and retail positions. Per Stirling Capital Management is an SEC-registered firm managing approximately $1.39 billion for nearly 1,000 clients through a multi-advisor team. The firm serves individuals, high-net-worth households, trusts, estates, and select institutions, offering discretionary investment management along with comprehensive financial planning and consulting services.

Bradford Borman is a financial advisor at Per Stirling Capital Management, LLC with three years of industry experience. He holds a Series 65 credential and has worked at Per Stirling since 2021, with prior experience at Custos Family Office and The University of Alabama. Per Stirling Capital Management is an SEC-registered firm serving individuals, high-net-worth households, trusts, estates, and select institutions. The firm offers discretionary investment management and comprehensive financial planning, utilizing a multi-advisor team approach that incorporates fundamental, technical, cyclical, and statistical analysis.

Martin Katrein is a financial advisor at Per Stirling Capital Management, LLC with 29 years of industry experience. He holds a Series 63 designation and has worked at Per Stirling since 2017. Prior to that, he spent over two decades at Retirement Consulting Services, Inc. Per Stirling Capital Management is an SEC-registered firm managing approximately $1.39 billion for nearly 1,000 clients. The firm serves individuals, high-net-worth households, trusts, estates, and select institutions, offering discretionary investment management and comprehensive financial planning through a multi-advisor team.

Ryan Joyce is a CFP® with 20 years of industry experience, currently serving as a partner and investment advisor representative at Per Stirling Capital Management, LLC. He has been with both Per Stirling and B.B. Graham & Company, Inc. since 2013. Outside of his advisory role, he is involved in commercial real estate as a member of SS Overlook, LLC, and owns a vacation rental property. Per Stirling Capital Management is an SEC-registered advisory firm managing approximately $1.39 billion for nearly 1,000 clients, including individuals, high-net-worth households, trusts, estates, and select institutions. The firm employs a discretionary investment process combining fundamental, technical, cyclical, and statistical analysis to build portfolios tailored to various objectives, and offers comprehensive financial planning and consulting services.

Tasha Rock is a CFP® professional with 14 years of experience, currently serving as an advisor at Per Stirling Capital Management, LLC since 2016. Prior to her advisory role, she spent over two decades with Texas Sailing. She also teaches as an adjunct instructor for the CFP Capstone course at the University of Texas at Austin and provides instruction in mediation and collaborative divorce financial training. Per Stirling Capital Management is a multi-advisor SEC-registered firm managing approximately $1.39 billion for individuals, high-net-worth households, trusts, estates, and select institutions. The firm offers discretionary investment management and financial planning, employing a blend of fundamental, technical, cyclical, and statistical analysis to construct portfolios tailored to various investment objectives.

Katherine Sung is a financial advisor at Per Stirling Capital Management, LLC in Austin, TX, with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley Smith Barney, Wells Fargo Clearing, and Generation Focus. Outside of her advisory role, she is also a registered representative with B.B. Graham & Co. Inc. Per Stirling Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth households, trusts, estates, and select institutions. The firm employs a multi-advisor team approach, utilizing fundamental, technical, cyclical, and statistical analysis to create discretionary portfolios tailored to a range of investment objectives.

Steven Cartwright is a CFP® professional with 29 years of experience in the financial services industry. He is currently affiliated with Per Stirling Capital Management, LLC, B.B. Graham & Co., Inc., and Per Stirling Private Wealth, serving in various advisory and client relationship roles since 2023. His prior experience includes positions at Charles Schwab & Co., Inc. and Charles Schwab Bank from 2007 to 2019, among others. Per Stirling Capital Management is an SEC-registered advisory firm that manages approximately $1.39 billion for nearly 1,000 clients, including individuals, high-net-worth households, trusts, estates, and select institutions. The firm provides discretionary investment management and financial planning services, employing a blend of fundamental, technical, cyclical, and statistical analysis to create tailored portfolios.

Ronsey Chawla is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Per Stirling Capital Management, LLC since 2012. He is based in Austin, TX, and has additional involvement as a presenter for the Texas Association of Otolaryngology and as an instructor for a Personal Finance Summer Camp designed to teach children about finance. Per Stirling Capital Management is an SEC-registered advisory firm managing approximately $1.39 billion for nearly 1,000 clients. The firm serves individuals, high-net-worth households, trusts, estates, and select institutions, offering discretionary investment management combined with comprehensive and issue-specific financial planning. Its investment process integrates fundamental, technical, cyclical, and statistical analysis to construct portfolios tailored to various objectives.

Michael Moore is a CFP®-certified financial advisor with eight years of industry experience. He is affiliated with Per Stirling Capital Management, LLC and B.B. Graham & Company, Inc. Moore has held roles at Spicewood Oaks Advisors, Securities America, and Couch Hallum Financial Group. Per Stirling Capital Management is an SEC-registered firm serving individuals, high-net-worth households, trusts, estates, and select institutions with discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor approach that integrates fundamental, technical, cyclical, and statistical analysis to manage approximately $1.39 billion in client assets.

Eric Lian is a financial advisor at Per Stirling Capital Management, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Centric Advisors, LLC, Equity Services, Inc., and Schlumberger Technology Corporation. In addition to his advisory role, he is an insurance agent involved in the sale of fixed and term insurance products through B.B. Graham & Co. Inc. Per Stirling Capital Management is a multi-advisor SEC-registered firm managing approximately $1.39 billion for nearly 1,000 clients. The firm serves individuals, high-net-worth households, trusts, estates, and select institutions, offering discretionary investment management alongside financial planning and consulting services. Their investment process combines fundamental, technical, cyclical, and statistical analysis to construct portfolios tailored to various objectives.

Mason Vrazel is a financial advisor at Per Stirling Capital Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab & Co., Inc. Outside of his advisory role, he is also a registered representative at B.B. Graham & Co., Inc. Per Stirling Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth households, trusts, estates, and select institutions. The firm employs a multi-advisor team approach, using a blend of fundamental, technical, cyclical, and statistical analysis to manage discretionary portfolios and offers comprehensive financial planning and consulting services.

Barton Couch is a CFP® professional with 40 years of industry experience, currently serving as an advisor at Per Stirling Capital Management, LLC since 2017. His prior roles include positions at Spicewood Oaks Advisors, Everbank, and Couch Hallum Financial Group. Outside of his advisory work, he is a part-owner of a commercial office building in Austin, TX. Per Stirling Capital Management is an SEC-registered advisory firm managing approximately $1.39 billion for nearly 1,000 clients, including individuals, high-net-worth households, trusts, estates, and select institutions. The firm employs a multi-advisor team approach, blending fundamental, technical, cyclical, and statistical analysis to provide discretionary investment management alongside comprehensive financial planning and consulting services.

Michael Katrein is a financial advisor at Per Stirling Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Per Stirling since 2017. Prior to that, he worked at Retirement Consulting Services, Inc. from 2016 to 2018. Per Stirling Capital Management is an SEC-registered advisory firm managing approximately $1.39 billion for nearly 1,000 clients. The firm serves individuals, high-net-worth households, trusts, estates, and select institutions, offering discretionary investment management and comprehensive financial planning. Its investment process combines fundamental, technical, cyclical, and statistical analysis to construct portfolios tailored to various objectives.