Vann Equity Management LLC

Ryan Mcdonald is a financial advisor with Vann Equity Management LLC in Plano, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at several firms including B. B. Graham & Co. Inc., Per Stirling Capital Management, and TRS Advisors. Mcdonald serves as a director on the board of the Russ Martin Show Listeners Foundation, a charitable organization. Vann Equity Management LLC is a mid-sized SEC-registered investment adviser with a team of six advisors managing approximately $231 million for individuals, high-net-worth families, retirement plans, and institutional clients. The firm employs a blend of model-based and customized investment strategies across various asset classes and uses sub-advisory relationships for specialized real estate investments while maintaining primary advisory oversight.

Michael Hughes is a financial advisor with Vann Equity Management LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at The Hughes Group Wealth Management Partners LLC and SCF Securities, among others. He is also a self-employed insurance agent and provides insurance marketing and seminar assistance through Magellan Financial. Vann Equity Management LLC is an SEC-registered, mid-sized advisory firm serving individuals, high-net-worth families, retirement plans, and institutional clients. The firm employs a combination of model-based and customized investment strategies, including equity selections and ETF allocations, and makes structured use of sub-advisory relationships for real-estate-focused investments while maintaining primary advisory oversight.

Kristen Fuhrman is a financial advisor with Vann Equity Management LLC in Austin, TX, holding Series 66 and Series 63 designations and eight years of industry experience. Her prior experience includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Axa Advisors. Vann Equity Management LLC is a mid-sized SEC-registered investment adviser with a team of five advisors managing approximately $231 million for individuals, high-net-worth families, retirement plans, and institutional clients. The firm employs a combination of model-based and bespoke investment strategies, utilizing both quantitative and fundamental analysis, and incorporates sub-advisory relationships for specialized real estate investments.

Keith Powell is a CFP® professional with 33 years of industry experience, currently serving at Vann Equity Management LLC in Austin, TX. His prior roles include positions at Quincy Wells Capital, Great Point Capital, B.B. Graham & Co., and The Hughes Group Wealth Management Partners. Outside of advisory work, he is involved with a boat charter business, Gypsy Soul LLC, where he serves as manager and captain. Vann Equity Management LLC is an SEC-registered investment adviser managing approximately $231 million for individuals, high-net-worth families, retirement plans, and institutions. The firm employs a blend of model-based and customized strategies, utilizing quantitative, macro, technical, and fundamental analysis, and distinguishes itself through structured sub-advisory relationships for real estate–oriented investments.

Julie Nielsen is a financial advisor at Vann Equity Management LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at Edward Jones, Capital Advisors, Inc., Per Stirling, Long Horn Wealth Management, True North Advisors, and United Capital. Nielsen also works part-time as an administrative assistant at Edward Jones. Vann Equity Management LLC is a mid-sized SEC-registered investment adviser with a team of six advisors managing approximately $231 million for individuals, high-net-worth families, retirement plans, and institutional clients. The firm combines model-based and bespoke strategies, utilizing quantitative, macro, technical, and fundamental analysis, and emphasizes sub-advisory relationships for real-estate-oriented investments alongside consolidated performance reporting.

John Vann is a financial advisor at Vann Equity Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and joined Vann Equity Management in 2019 following prior roles at Per Stirling Capital Management, LLC and Level Four Advisory Services. Outside of his advisory work, he is involved in ownership of several personal property entities in Bulgaria. Vann Equity Management LLC is an SEC-registered firm with a team of five advisors managing approximately $231 million for individuals, high-net-worth families, retirement plans, and institutional clients. The firm employs a mix of model-based and bespoke investment strategies, leveraging quantitative, macro, technical, and fundamental analysis, and utilizes both individual equity and ETF allocations alongside sub-advisory relationships for real-estate-focused investments.