Austin is a Partner and Senior Investment Advisor at the firm. In addition to his client responsibilities, Austin oversees investments in natural resources, including public and private energy managers. Austin is responsible for formulating the firm’s investment strategy, evaluating public and private investment opportunities and monitoring trends within the markets.
Prior to joining the firm in 2006, Austin worked as a Senior Financial Associate at Weston Financial Group where he created financial and investment plans for high net worth clients.
Austin received a Master of Science in Financial Planning (MSFP) from the McCallum School of Business at Bentley University and a Bachelor of Science in Management, Summa Cum Laude, from Bentley University. Austin holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the Boston Security Analyst Society.
Austin resides in the Boston area. In his free time, he volunteers in the Financial Planning Association’s military pro-bono program, providing financial planning, tax, and investment advice to service members and their families. Austin is also on the investment committee of the First Baptist Church of Westwood.