Austin is a Charlotte native and a graduate of The University of North Carolina at Charlotte, where he earned a double major in Finance and Marketing and was a member of The Society for Collegiate Leadership and Achievement. During his time with Verum, Austin obtained the Chartered Financial Analyst ® (CFA®) designation and is a member of both the CFA® Institute and the CFA® Society North Carolina. At Verum, he oversees all aspects of the firm’s investment reporting system and helps coordinate investment strategy changes. He has a passion for following global financial markets and empowering clients to make informed, confident investment decisions.

Outside the office, Austin shares his free time with family, taking his daughter to parks and exploring nature trails on the weekends. He is an avid fan off all the Charlotte sports teams and enjoys getting outside to play basketball or go golfing. Austin also takes pride in being an active member of his church community.