Stavis Margolis Advisory Services
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Stavis Margolis Advisory Services Employees
Performance Investment Group 2010 - Present
Stavis Margolis Advisory Services 2002 - 2010
Olde Private Brokerage 1999 - 2001
Skills
Investment Management, Financial Advisory, Investment Strategies, Wealth Management, Asset Allocation, Retirement Planning, Investments, Estate Planning, Strategic Financial..., Asset Management, Portfolio Management, Investment Advisory, Financial Planning
Education
Texas A&M University
BS, Microbiology
Texas A&M University
Post Baccalaureate, Chemical Engineering
The American College
MS, Financial Services
Austin Foam Plastics June 2002 - August 2015
Stavis Margolis Advisory Services January 2001 - May 2002
Dell November 1998 - November 2000
Dell June 1995 - November 1998
Skills
Process Improvement, Financial Analysis, Cross-functional Team..., Business Process..., Strategic Planning, Operations Management, Microsoft Excel, Microsoft Office, Team Building, Change Management, Budgets, Employee Benefits, Manufacturing, Lean Manufacturing, Continuous Improvement, Management, Program Management, Strategy
Education
St. Edward's University 1997 — 1998
Master's degree, Operations Management and Supervision
Southwest Texas State University 1993 — 1995
Bachelor of Science (BS), Finance and Financial Management Services
Saïd Business School September 2011 - September 2012
Raghavan Financial, Inc. April 2010 - September 2011
BBVA Wealth Solutions (Formerly Stavis, Margolis Advisory Services) September 2008 - March 2010
Stavis Margolis Advisory Services June 2004 - August 2008
Skills
Investment Management, Risk Management, Economics, Econometric Modeling, Statistics, Statistical Modeling, Financial Analysis, Fundamental Research, Excel, VBA, MBA, Chartered Financial..., Excel models, Portfolio Optimization, CFA, Series 7, Series 66, Relative Value, Software Development, C#, Python, VB.NET, Matlab, Machine Learning, Investments, Fixed Income, Equities, Analysis, Wealth Management, Strategy, Portfolio Management, Management, Research
Education
Oxford University - Said Business School 2011 — 2012
MBA, Finance
Rice University 2004 — 2008
BA, Economics, Computer Science
Mosaic Advisors, LLC February 2012 - Present
BBVA Wealth Solutions February 2007 - November 2011
Stavis Margolis Advisory Services May 2005 - February 2007
Stavis Margolis Advisory Services May 2004 - May 2005
Skills
Wealth Management, Estate Planning, Asset Management, Risk Management, Financial Planning, Asset Protection, Asset Allocation, Wealth Transfer
Education
Rice University 2005 — 2006
CFP, Certified Financial Planner Certification Education Program
Houston Baptist University - College of Business and Economics 2001 — 2005
Bachelor of Business Administration in Finance, Finance
Merrill Lynch April 2012 - Present
Margolis Brady Raghavan Financial, Inc. April 2010 - April 2012
Stavis Margolis Advisory Services June 2003 - April 2010
CBR 1987 - 1989
Skills
Asset Allocation, Investments, Series 7, Retirement Planning, Asset Management, Mutual Funds, Portfolio Management, Securities, FINRA, Wealth Management...
Education
Rice University 1979 — 1986
BA, Economics
Granite Financial Group August 2013 - Present
MULLINS WEALTH ADVISORS, LLC October 2008 - July 2013
Stavis Margolis Advisory Services June 2005 - September 2008
Skills
Series 7, Series 66, Securities, Wealth, Financial Advisory, Finance, Wealth Management, Strategic Financial..., Retirement Planning, Asset Allocation, Retirement, Investments, Estate Planning, Asset Managment, Risk Management, Fixed Annuities
Education
University of Houston-Downtown 2003 — 2006
BBA, Finance
Houston Baptist University 2001 — 2003
The Mutual Fund Store April 2015 - Present
Palantir Capital Management March 2004 - April 2015
Stavis Margolis Advisory Services December 1999 - March 2004
Prudential Financial 1998 - November 1999
Skills
Wealth Management, Investment Advisory, Finance, Investments, Financial Planning, Retirement, Management, Asset Management, Securities, Wealth
Education
Tulane University - A.B. Freeman School of Business 2003 — 2005
MBA, Management and Finance
The University of Texas at Austin 1992 — 1997
BA, Sociology
Ameriprise Financial Services, Inc. February 2009 - Present
Stavis Margolis Advisory Services March 2007 - December 2008
FCA Corp March 2004 - March 2007
Sussex Financial Group, Inc. May 1999 - December 2003
Tetra Tech / Whalen June 1995 - June 1997
United Methodist Publishing House October 1981 - December 1994
Education
Rice University 2003 — 2004
Certificate of Completion, CERTIFIED FINANCIAL PLANNER™
Purdue University 1977 — 1981
B.S., Computer Science
Accenture August 2005 - Present
Stavis Margolis Advisory Services 2001 - 2005
Skills
SAP, Salesforce.com, Data Conversion, Integration, Energy, Business Process..., PMO, Testing, Business Transformation, Management Consulting
Education
Carnegie Mellon University 2001 — 2005
BS, Business
National University of Singapore 2003 — 2003
Conroe I.S.D. July 2013 - Present
Vista Academy August 2009 - July 2013
Compass Bank / BBVA July 2007 - August 2009
Stavis Margolis Advisory Services March 2005 - July 2007
Education
Texas A&M University 2002 — 2004
Bachelor's degree
Texas Lutheran University 2000 — 2002
Crown Prospective Financial Consultants January 2015 - Present
Compass EMP December 2011 - August 2015
Compass EMP Funds Board of Trustees November 2012 - April 2015
BBVA Wealth Solutions September 2009 - December 2011
HFBC - Finance Board July 2008 - July 2010
Houston's First Baptist Church 1989 - 2010
Stavis, Margolis Advisory Services, Inc. March 2002 - September 2007
Stavis Margolis Advisory Services 1999 - March 2002
Houston Credit Coalition January 1988 - February 1999
VALIC February 1992 - October 1995
Skills
Investments, Retirement Planning, Series 7, Securities, Financial Planners, Mutual Funds, FINRA, Wealth Management, Asset Management, Portfolio Management, Risk Management, Series 63, Alternative Investments, Wealth Management..., Equities, Series 24, Asset Allocation, Investment Management, Strategic Financial..., Financial Services, AML, Fixed Annuities, Operations Management, Program Development, Asset Managment, Estate Planning, Retirement, 401k, Wealth, Investment Strategies, Options, Fixed Income, High Net Worth..., Mergers & Acquisitions, Uniform Combined State..., ETFs, Investment Advisory, Hedge Funds, Series 65, Financial Advisory, Financial Planning, Compliance, Strategic Planning, Business Strategy, New Business Development
Education
University of Phoenix 2001 — 2003
MBA, Global Management, 3.87/4.0
Berlin American High School 1980 — 1983
High School Diploma, Computer Science
Houston Baptist University - College of Business and Economics
BBA, Finance and Management, 3.67/4.0
Roosevelt High School
High School Diploma
KPMG LLP January 2009 - Present
Stavis Margolis Advisory Services January 2003 - January 2008
Skills
SEC filings, Big 4, Tax Research, Due Diligence, Financial Statements, Tax Law, Tax Returns, Tax-planning, Corporate Tax, Partnerships, Mergers & Acquisitions
Education
University of Houston 2004 — 2008
Master of Science (MS), Accounting
McCully Solar Group October 2010 - Present
McCully Business Advisors September 2009 - Present
Stavis, Margolis Advisory Services 1999 - 2009
BBVA Wealth Solutions (Formerly Stavis Margolis) 1999 - 2009
Charles River Financial Group 1998 - 1999
Education
University of Detroit Mercy 1972 — 1975
BS, MBA, Accounting and Finance
Enterprise Products May 2013 - Present
Enterprise Products April 2012 - May 2013
Enterprise Products November 2010 - March 2012
Enterprise Products February 2008 - November 2010
Stavis Margolis Advisory Services March 2007 - February 2008
Greater Houston Retailers Association (GHRA) August 2005 - August 2006
Skills
Risk Management, Financial Analysis, Microsoft Excel, Microsoft Office, Petroleum, Natural Gas, Pipelines, Energy, Commodity Markets, Contract Management
Education
University of Houston 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
Houston Baptist University 2006 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General