Founder and Managing Member
With over a decade of experience in the financial services industry in both personal wealth and portfolio management, Brett brings a relatable experience and perspective to the advisors Advisor Logistics serves.
After earning a BBA from the University of Texas at San Antonio, Brett began his career working with individuals and families as a representative with an independent broker/dealer. In 2012, he started his own Registered Investment Advisor firm, leaving the commissioned-based business behind. Brett quickly gained a solid reputation as a portfolio manager for other investment advisors, leading his RIA to rebrand and rebuild in early 2015 to a firm that provides an infrastructure where advisors can come into and thrive. Starting as a solo shop with just two million dollars in AUM in 2012, the firm grew to five full-time advisors with one hundred thirty million dollars in AUM by the end of 2017.
Through this growth, Brett gained experience as a chief investment officer and portfolio manager and further developed his skills in key leadership roles and in compliance, branding and operations management. Based on his experience, Brett knows what it takes to start and successfully run a new, independent RIA practice, and he understands the goals and challenges RIAs face in relating to and assisting advisors with the goal of creating a successful experience for the client.
Over the years Brett has recognized a service void in the independent RIA industry of advisory firms like the one he began. Such firms need professional, white glove portfolio management and oversight services, but many do not have the means or ability to hire the staff necessary for such services. This recognition helped lead to the development of Advisor Logistics.
An Austin, Texas native, Brett has lived in San Antonio for almost fourteen years, where he currently resides with his wife and two young children. Brett is active in his church, enjoys golfing and playing chess, and is an avid saltwater angler.
Director of Data and Analytics
Working her way up the ladder from Receptionist, to sales, to financial advisor and data manager, Stephanie brings a well-rounded perspective to the table that helps see all areas of the business. She has supported over 50,000 accounts daily (in download, reconciliation & imports) at one time and works well in fast-paced environments. She prides herself in being extremely attentive and detail oriented in all things data, reconciliation, and performance related. Her knowledge in data and over 13 years’ experience in the workforce brings perspective on smooth transitions, great customer service, and data management to Advisor Logistics.
After spending time cleaning terrible data for many years from many different firms, she believes that data is the backbone of all items in the financial industry, and having clean/accurate data will help everything run smoothly. Being able to help Advisors work through the pain points of having their own book of business has become important to Stephanie as she strives to help them find solutions to be able to focus on what they need to. She is excited to be able to offer a service like Advisor Logistics that helps give advisors the support they need on their accounts’ so they do not have to worry.
Stephanie is Dallas based, with her husband and two daughters (5 and 1). She loves to go rock-climbing, kayaking, and spending time outside with the family.
James Wilde comes to Advisor Logistics with over 20 years of experience in financial services, concentrating in model-based trading and portfolio management.
His ability to execute a wide variety of trades in a high-octane environment is tailor made for the Advisor Logistics team. James’s disciplined approach to efficient process building, thorough trade planning, and execution precision are hallmarks of his work ethic.
After earning a BBA in Finance from the University of Texas in Austin, James began his career working with individual investors as a representative at Fidelity Investments in 1997 in Dallas. A jump to the Michigan Ave branch office of Charles Schwab in 1999 brought him to Chicago.
It was there where he moved into a back-office service provider role in 2001 with a start-up and developed his love for Portfolio accounting and Order Management Systems. Building the firm up from shoestrings to over $3 Billion in AUA gave him a unique perspective in all levels systems administration and management. The marriage of his servants’ heart, the advances in technology, the adoption of Advisor outsourcing, and the sheer scale of model rebalancing tools combined have fueled his career pursuit of bringing world class portfolio management to investors of all sizes.
Currently, James is Chicago-based. He and his wife, Amy share their north-side home (in Lakeview) with their son and three daughters, plus boxer dog Lincoln.
In his free time, James loves running along the Lake Shore Drive path, dinning al fresca, watching his children’s travel teams, or cheering for his beloved Cubs and Blackhawks.