A Multidimensional, Experienced Team

Our experienced team of financial advisors has more than 30 combined years of experience managing and creating globally diversified portfolios for the affluent families and institutions we serve.

Richard A. Funk, CFP®
Senior Vice President, Investments

Before returning to Austin in 2005, Mr. Funk spent five years on the institutional buy side between a hedge fund of funds that served offshore institutional and private investors in New York City and a small boutique investment firm in Dallas, TX, where he managed assets for endowments, pensions and Taft-Hartley plans. With the latter, John McStay Investment Council, he was one of the seven portfolio managers and was responsible for over $12 billion in assets under management. In January of 2005, Mr. Funk joined Citigroup Smith Barney were he launched the Brazos Capital ETF Portfolios in Austin, TX. Mr. Funk joined Raymond James as a First Vice President and Portfolio Manager in February of 2011, and was promoted to Senior Vice President in August of 2013. Mr. Funk graduated from the McCombs School of Business at the University of Texas in 2001 with a BBA in Finance. He also holds the Certified Financial Planner™ designation, completing the extensive program in 2007.

CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.