Rachel Marie Brown
Portfolio Manager-Aktien bei US Capital Wealth Advisors LLC
Profil
Ms. Rachel M.
Brown is a Director at US Capital Wealth Advisors LLC.
Prior to joining the Nguyen Wealth Management Group, she spent 10 years in the U.S.
Capital Advisors Institutional Client Group where she was responsible for advising high-net-worth clients and family offices, and overseeing clients’ diversified portfolios – including investments in private equity, hedge funds and publicly traded securities.
Her background and years in the financial services industry allow her to effectively manage every aspect of the client relationship from client service to investment management.
Prior to joining U.S.
Capital Advisors in 2011, she spent eight years with UBS Financial Services, Inc. where she worked with a team in the Institutional Equities Group and provided operational and trading support to institutional investors, family offices and private clients.
Ms. Brown holds a Bachelor of Business Administration Degree from the University of Houston and is a Certified Financial Planner professional.
Aktive Positionen von Rachel Marie Brown
| Unternehmen | Position | Beginn |
|---|---|---|
US Capital Wealth Advisors LLC
 US Capital Wealth Advisors LLC Investment ManagersFinance US Capital Wealth Advisors LLC (USCWA) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded in 2021 and was acquired by Arax Investment Partners LLC in 2024. USCWA offers a full suite of wealth management services to individuals, high net-worth individuals, family offices, institutions, and businesses, which include discretionary and/or nondiscretionary account management as well as financial planning and general advisory or consulting services. | Portfolio Manager-Aktien | 30.06.2021 |
Ehemalige bekannte Positionen von Rachel Marie Brown
| Unternehmen | Position | Ende |
|---|---|---|
USCA RIA LLC
 USCA RIA LLC Investment ManagersFinance USCA RIA LLC is a sec-registered investment advisor headquartered in Houston, Texas. The firm is a wholly-owned subsidiary of US Capital Advisors LLC, a Texas-based financial services firm. The firm was founded in 2010 and they are a wholly-owned subsidiary of US Capital Advisors LLC. USCA RIA offers investment advisory services to individuals, trusts, estates, charitable organizations and other business entities. The firm is the sponsor of a wrap fee program referred to as the USCA RIA LLC Managed Account Solutions Program. | Portfolio Manager-Aktien | 30.06.2021 |
Ausbildung von Rachel Marie Brown
| University of Houston | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
USCA RIA LLC
USCA RIA LLC Investment ManagersFinance USCA RIA LLC is a sec-registered investment advisor headquartered in Houston, Texas. The firm is a wholly-owned subsidiary of US Capital Advisors LLC, a Texas-based financial services firm. The firm was founded in 2010 and they are a wholly-owned subsidiary of US Capital Advisors LLC. USCA RIA offers investment advisory services to individuals, trusts, estates, charitable organizations and other business entities. The firm is the sponsor of a wrap fee program referred to as the USCA RIA LLC Managed Account Solutions Program. | Finance |
US Capital Wealth Advisors LLC
US Capital Wealth Advisors LLC Investment ManagersFinance US Capital Wealth Advisors LLC (USCWA) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded in 2021 and was acquired by Arax Investment Partners LLC in 2024. USCWA offers a full suite of wealth management services to individuals, high net-worth individuals, family offices, institutions, and businesses, which include discretionary and/or nondiscretionary account management as well as financial planning and general advisory or consulting services. | Finance |
