Talia Mathieu
Post Oak Private Wealth Advisors Chief Investment Officer
- Role
- Chief Investment Officer at Post Oak Private Wealth Advisors
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Experience
Chief Investment Officer
Post Oak Private Wealth Advisors
Mar 2023 — 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
Nantes Université
Master of Business Administration - MBA, Finance internationale
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.