Noah Ozgo
Vice President, Director of Investments @Capital Strategies, Beyond Wealth
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WORK HISTORY
Vice President, Director of Investments @Capital Strategies, Beyond Wealth
TX, US
EDUCATION
The University of Texas at Dallas
Master of Science (M.S.), Accounting
The University of Texas at San Antonio
Bachelor of Business Administration - BBA, Finance, General
ABOUT NOAH OZGO
I entered the financial industry at a time that \'crisis\' was attached to it because I have always run to problems, not from them. My goal was then, as it is now, to be a part of the solution to that crisis. I do that by helping people make better financial decisions that lead to tangibly better outcomes. I have over 10 years of experience in wealth management, financial analysis, and portfolio management across various asset classes and strategies. I have served clients with assets ranging from $250K to $250M.I hold the Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), and Chartered Alternative Investment Analyst (CAIA) designations, which demonstrate my commitment to excellence and continuous learning in the field of investments. I am passionate about helping clients achieve their financial goals and objectives, while adhering to the highest ethical and professional standards.Noah Ozgo is a registered representative of and offers Securities and Investment Advisory services through MML Investors Services, LLC. Member SIPC Supervisory Office: 317 Grace Lane, Suite 250, Austin, TX 78•••••31,(51••••••20Licensing:
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