Wilson Boren, CFA®

Wilson Boren is a Wealth Advisor with 9 years of industry experience. Before joining the firm, he served as a relationship manager with the U.S. arm of a large international firm. Prior to this, Wilson held roles on the investment team of a Texas-based RIA. Wilson is a native Houstonian and holds a Bachelor of Science in Geology from Texas A&M University and a Master of Science in Finance from the University of Houston’s C.T. Bauer College of Business. He is a member of both the CFA Institute and the CFA Society of Houston. Outside the office, Wilson enjoys spending time with family and friends, reading, and traveling.

Certifications: Chartered Financial Analyst^® (CFA)

Favorite Quote: “An investment in knowledge pays the best interest.” – Benjamin Franklin

Favorite Book: The Hobbit by J.R.R. Tolkein

Favorite Music/Podcast: All-In Podcast