Austin manages the firm’s client portfolio technology system and conducts analysis to ensure client portfolios align with investment objectives. Austin also performs financial planning to help clients make smart decisions about their money. He has four years of prior experience with UAS and over eight years working in wealth and risk management.
Austin graduated from the University of New Mexico in 2003 with a bachelor’s degree in Finance and a minor in Economics. In 2005, he completed his MBA in Accounting from the Anderson School of Business Management at the University of New Mexico. Austin earned the designation of CERTIFIED FINANCIAL PLANNER™ certification (CFP®) in 2008. Austin has also passed Level II of the CFA® program.