Robert M Wyrick
Chief Investment Officer | Post Oak Private Wealth | Investment Management
- Role
- Chief Investment Officer at Post Oak Private Wealth Advisors
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Robert M Wyrick
I serve as Managing Director and Chief Investment Officer of Post Oak Private Wealth Advisors, where I lead a team focused on helping clients build and protect wealth through Advanced Risk-Managed Investing, Tax Optimization, and Retirement Distribution Planning. As Managing Member of the firm, I’m proud to oversee one of Houston’s premier fiduciary advisory practices.Over the years, I’ve dedicated my career to simplifying complex financial strategies and creating innovative, actionable portfolio solutions. My previous role as President and Lead Portfolio Manager of a national advisory firm gave me the experience to help clients and advisors navigate turbulent markets with confidence.I’m also a frequent contributor to national media outlets such as Reuters, Kiplinger, Yahoo Finance, and CNBC, where I provide insights on market trends, investment strategy, and retirement planning.Outside of work, I enjoy traveling with my wife and friends, spending time with our grown children and their families, and finding peace in nature—whether hiking, fishing, relaxing on a beach, or playing with our English Labrador.Contact InfoEmail: r••••••@postoakprivatewealth.comPhone: 28••••••00 ext 1001
Experience
Chief Investment Officer
Post Oak Private Wealth Advisors
Jan 2009 — Present · Houston, TX, US
Post Oak Private Wealth Advisors is a Houston based boutique advisory firm specializing in hedged-risk investment management, tax strategies and distribution planning for corporate employees. From our flagship risk-managed portfolios to our proprietary tax and distribution planning strategies, our end-to-end solutions stand as testament to our commitment to revolutionize the way people manage and view market risk and distribution planning. Our services assist current and former employees at many of the nations largest corporations.Our proactive, hedged investment methodology is designed to help expand our clients\' assets while preserving capital in difficult markets.
Education
University of Houston
Bachelor of Business Administration (BBA)
Skills
- Mergers & Acquisitions
- Financial Risk
- Asset Management
- Management
- Tax
- Investment Management
- Portfolio Management
- Financial Advisory
- New Business Development
- Wealth Management
- Investment Strategies
- Alternative Investments
- Private Equity
- Investments
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