FUNDRAISING NEWS | March 21, 2024
Brown Brothers Harriman & Co. (BBH) has expanded its wealth management operations in Houston, attracting two seasoned financial advisors, Matthew Summers and Matthew Moncrief, from Hightower Advisors.
The duo, who have been partners for over a decade, join BBH as managing directors. Their primary role at BBH will involve catering to the financial needs of ultra-high-net-worth individuals and families. Summers and Moncrief also bring to the table their expertise in assisting business owners, as well as foundations and endowments. The pair made their move to Hightower Advisors in 2018, joining the firm through its acquisition of Salient Partners. Their addition to BBH is part of the firm's broader strategy to strengthen its wealth management presence in strategic locations like Houston.
Their careers in the financial services sector commenced in 2008, marking the beginning of their extensive experience in the industry. Prior to joining the firm in 2024, Summers worked for Houlihan Lokey, Salient Partners, and Hightower Advisors. He has 18 years of investment experience. For Moncrief, he has worked for Amegy Bank Salient Partners and Hightower before joining BBH in 2024.
To view the press release, click here.
John Washington is the Data Research Analyst at Dakota.
