What’s one piece of timeless advice you often share with clients navigating wealth?
Financial independence lets you choose what you do and who you do it with
Bio
As a Portfolio Manager, Isaac is responsible for investment research and the implementation of investment strategy into client portfolios. Additionally, he sits on the Investment Committee and has been a part of our team since 2023.
Prior to joining Maslow, Isaac worked at Moontower Partners, an Austin-based investment office focused on alternative assets. While there, he developed and implemented the investment strategy and oversaw the strategic direction of the company. He began his career at Woods Capital, a private equity firm focused on distressed real estate and structured transactions.
Isaac has a Bachelor of Science in Economics from Texas Christian University (TCU). He is also a Chartered Alternative Investment Analyst (CAIA).
In his spare time, Isaac loves to camp and hike with his wife and dogs. He also enjoys college football, golf, biking, and any other excuse to be outside.
We’re all trying to build our version of an ideal life. There’s innumerable “how” strategies but our “what” is unique. Knowing where we want to go, specifically, must define our path forward. As Yogi Berra said “If you don’t know where you’re going, you’ll end up someplace else”.
Q&A
What motivates you in your work?
You can always make things better. Something or someone can always be put in a better spot with a little examination and exertion
If you could instantly master one skill outside of finance, what would it be?
Be able to grab any instrument and play beautifully
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