About
Austin
As a portfolio manager, Austin works in tandem with the firm’s advisory teams to provide comprehensive portfolio solutions tailored to clients’ specific life and financial circumstances. In this role, Austin combines a problem-solving approach with detailed analysis to help ensure that each client’s portfolio is managed in a cost-conscious and tax-efficient way that keeps them on their intended path to financial success.
Prior to joining Focus Partners in November 2021, Austin served on Wells Fargo Advisors’ managed portfolios team as a trading service representative, where he focused heavily on new account implementation, tax harvesting, security and cash drift, and their associated trading. Before joining Wells Fargo Advisors, he spent time as a business systems consultant investigating ethics and sales violations for Wells Fargo Bank. Austin began his career as a loan officer with the First National Bank of Sparta.
An Illinois native, Austin is involved with a number of charitable organizations and frequently gives back to his alma mater, McKendree University, where he earned his degree in economics and finance. He is a car enthusiast, pet owner, and avid sports fan, rooting for the St. Louis Cardinals, St. Louis Blues, and teams from the University of Illinois.
As a portfolio manager, Austin works in tandem with the firm’s advisory teams to provide comprehensive portfolio solutions tailored to clients’ specific life and financial circumstances. In this role, Austin combines a problem-solving approach with detailed analysis to help ensure that each client’s portfolio is managed in a cost-conscious and tax-efficient way that keeps them on their intended path to financial success.
Prior to joining Focus Partners in November 2021, Austin served on Wells Fargo Advisors’ managed portfolios team as a trading service representative, where he focused heavily on new account implementation, tax harvesting, security and cash drift, and their associated trading. Before joining Wells Fargo Advisors, he spent time as a business systems consultant investigating ethics and sales violations for Wells Fargo Bank. Austin began his career as a loan officer with the First National Bank of Sparta.
An Illinois native, Austin is involved with a number of charitable organizations and frequently gives back to his alma mater, McKendree University, where he earned his degree in economics and finance. He is a car enthusiast, pet owner, and avid sports fan, rooting for the St. Louis Cardinals, St. Louis Blues, and teams from the University of Illinois.