Preserving capital and managing risk are two important objectives for investors, and in today's global economy they can be more challenging than ever. Over the years, South Texas Capital Advisors has had the privilege of helping clients manage the complexities of their wealth through carefully constructed portfolios and a strategic combination of traditional investment solutions and more sophisticated investment alternatives.
Gregory S Snider:
Gregory’s areas of expertise include wealth transfer and retirement planning. He assists clients in preparing for retirement, as well as preserving wealth for future generations. Before forming South Texas Capital Advisors, Gregory served as a Private Client Advisor with J.P. Morgan advising high-net-worth clients including trusts, estates, business entities and nonprofits. Earlier in his career, Gregory was a banker with Wells Fargo, managing depository and credit relationships with a focus on undeveloped real estate lending. Gregory earned his undergraduate degree and MBA from Texas Tech University.
James E Mahan III
James focuses on providing customized portfolio solutions tailored to the individual needs of high net worth families and institutions. Before forming South Texas Capital Advisors, James served as a Private Client Advisor at J.P. Morgan and a Wealth Advisor at Merrill Lynch advising high net worth clients and institutions. He earned a Master’s degree in Finance with a focus on Portfolio Theory from the University of Texas at San Antonio and a Bachelor’s degree in Political Science from the University of Texas at Austin.