Partners For Good

PROFESSIONAL ADVISORS

We have deep experience working with Houston’s top advisors to develop tailored solutions for their clients that meet their charitable giving needs, offer maximum charitable tax deductions, and provide many ways to incorporate charitable giving into their estate plans. In addition, professional advisors can continue to manage your client’s investments when they open a fund with $500,000 or more. A special thanks to our Advisor Outreach Committee and our Emerging Leaders Group for their continued partnership.

In June, we hosted Houston’s top professional advisors to network and learn about innovative charitable strategies.

(L-R) Sarah Bracewell, Alex Conaway, Joanna Fetter, & Jason Danzinger.

Advisor Outreach Committee

CHAIR: Karen Costa, RSM

Lauren Doughty, Locke Lord LLP

Nick Erwin, U.S. Capital Advisors

Brandon Holcomb, Goldman Sachs & Co. LLC

Jennifer Klein Strauss, Ytterberg Deery Knull LLP

Tama Klosek, Klosek & Associates PLLC

Charlie Schwartzel, J.P. Morgan Private Bank

Emerging Leaders Group

Bobby Boswell, Avidian Wealth Solutions

Rachel Brown, U.S. Capital Advisors

Julie Cotuno, U.S. Capital Advisors

John Elkins, Ytterberg Deery Knull LLP

Brian Friday, Goldman Sachs & Co. LLC

David Galic, J.P. Morgan Private Bank

Courtney Garson, J.P. Morgan Private Bank

Warren Knull, Ytterberg Deery Knull LLP

Olivia Rousseau, Locke Lord LLP

Ryan Staff, RSM

Chayden Tibbitts, J.P. Morgan Private Bank

Andrew Wagnon, RSM

Chris Wallace, Goldman Sachs & Co. LLC

(L-R) Eric Bean & Breck Bell.

I am grateful to partner with Greater Houston Community Foundation (Foundation) to advance the stewardship goals of our mutual clients. The Foundation has developed a suite of resources that uniquely positions it to assist new or experienced donors – and the next generation of donors – with a full spectrum of philanthropic opportunities. Similarly, the Foundation equips advisors to thoughtfully help our clients achieve their charitable goals. We are fortunate to live in such a philanthropic community and fortunate to have an institution like the Foundation.

– Brandon Holcomb Goldman Sachs & Co. LLC, Asset & Wealth Management & Greater Houston Community Foundation Donor

(L-R) Diana Zarzuelo & Cody Moncure.