Austin is a Charlotte native and graduate of The University of North Carolina at Charlotte with a double major in Finance and Marketing. He served as a member of The Society for Collegiate Leadership and Achievement during his time at UNCC. Austin oversees all aspects of our investment reporting system and helps to coordinate investment strategy changes. He has a passion for following global financial markets and helping empower clients to make smart investment decisions.
Outside of the office, Austin shares his free time with his wife, Dylan, and daughter, Alice. He spends weekends exploring nature trails and local farmer’s markets with his family. He is an avid fan of all the Charlotte sports teams and enjoys playing basketball at the YMCA. Austin also takes pride in being an active member of his church community.
At Verum Partners
Investment Analyst
Investment Committee – Coordinator
Previous Experience
Vanguard – High-Net-Worth Client Consultant
Vanguard – Onboarding Specialist, Registered Representative
Education & Professional Designations
CFA Level 1 Candidate
University of North Carolina at Charlotte
• B.S. in Marketing
• B.S. in Finance
Additional Information
The Society for Collegiate Leadership and Achievement – Member
Northcross Church – Member
