Investments San Antonio Austin | financial planner, advisor, 401k, broker, wealth management

AUSTIN

609 Castle Ridge Road
Suite 315
Austin, Texas 78746
Office: 512.494.1003
Fax: 512.233.5353

SAN ANTONIO

7373 Broadway, Suite 108
San Antonio, Texas 78209
Office: 210.826.2424
Fax: 210.579.7177

Bios

Byron Fields

Managing Partner

Mr. Fields co-founded Titleist Asset Management, Ltd in 2003 where he serves as a principal and chair of the investment committee. Mr. Fields attended the University of Texas on a golf scholarship where he graduated from the McCombs School of Business with a degree in Finance. He won the Lan Hewlett Award in 1997 and 1998 for having the highest G.P.A. in his sport. Mr. Fields was on the Southwest Conference and Big XII Honor roles all four years.

After graduating in 1999, he served as a Financial Advisor for American Express Financial Advisors. Mr. Fields built his own practice and actively managed client accounts. In October 2001, he decided to join CyberTrader, Inc., a division of Charles Schwab, where he was responsible for all aspects of trading operations. Mr. Fields educated clients on market mechanics, various trading strategies, and risk management for retail and institutional clients. ...more

Joe-Ben O'Banion

Managing Partner

Mr. O'Banion co-founded Titleist Asset Management, Ltd. in 2003 where he serves as Chief Executive Officer and principal with 13 years of investment experience. He is a member of the company's Investment committee in addition to providing customized portfolio management services to individuals and company retirement plans.

After graduating from Texas State University in 1997, Mr. O'Banion worked with Morgan Stanley assisting clients in all aspects of financial planning and wealth management. He then accepted a job with Frost Bank in the fixed income and equity division. He later accepted a senior trader position with CyberTrader, Inc., a division of Charles Schwab, where he gained extensive knowledge working with institutional and retail clients. ...more

Russell King

Senior Partner

Mr. King graduated from the Business School at Texas A&M University with a degree in Management. He served 8 years with Citizens Incorporated in business development and managed client accounts. In March 2000, Mr. King left his career as an insurance executive and started with A.G. Edwards in Georgetown, Texas. He built his own clientele and business and was later offered a job at Morgan Stanley in Austin, Texas. He acquired experience and further developed his clientele then decided to join Titleist Asset Management, Ltd. in August 2006.

Since joining the firm, Mr. King and TAM have designed multiple investment platforms to expand into an international investment firm. Mr. King serves as principal for TAM's commodities trading department and serves on the investment committee. ...more

Greg Thompson

Senior Partner

Mr. Thompson was drafted out of high school by the Los Angeles Dodgers in the 12th round of the 1994 MLB Amateur Draft and played professional baseball for more than 4 years until his career was limited by injuries. He then graduated with Summa Cum Laude Honors from West Texas AM University where he received his BBA in Finance with an emphasis in Accounting from the T. Boone Pickens College of Business.

Mr. Thompson started his financial career in 2000 with Merrill Lynch and after 3 years decided to develop his business with more autonomy and independence so he left to join SWBC Wealth Management in 2003. That continuous desire to provide his clients with the greatest access to various investment strategies and the unbiased, independent relationship has brought Mr. Thompson to his current firm, Titleist Asset Management, Ltd., where he serves as Senior Partner....more

Brent Buehler

Partner

Mr. Buehler graduated from the University of Texas at San Antonio in 2004 and started his investment professional career with the USAA Investment Company. Mr. Buehler obtained the investment professional designations of AAMS® (Accredited Asset Management Specialist) and CRPC® (Chartered Retirement Planning Counselor).

He later accepted a job with Chase Investment Services in January 2006 where he grew his clientele by designing investment strategies and allocation models to address each client's needs and objectives. Mr. Buehler then moved to Bank of America Investments in June 2008 into the Premier model....more

Neil Kalb

Operations Manager

Mr. Kalb has over 17 years' experience in the securities industry. Prior to joining Titleist Asset Management, Ltd., he helped manage SWBC Investment Services brokerage operations for Southwest Busines Corporation in San Antonio, Texas. Mr. Kalb's additional work history includes such firms as USAA Investment Management Company, Citicorp Investment Services, American First Associates and Ladenburg Thalmann. He has experience in new issues, trading, retail sales and has worked with high net worth clients.

Mr. Kalb holds the series 7, 63 and 65 licenses and registrations with Securities and Exchange Commission (SEC) and Financial Industry Regulatory Authority (FINRA), Municipal Securities Rulemaking Board (MSRB), and the Texas State Securities Board....more

Tammy Freeman

Client Relationship Manager

Mrs. Freeman graduated from the University of Texas at San Antonio in 1997 with a BBA in Business Management. She has 14 years of experience in the securities industry with local investment firms. Her experience includes qualified plan administration, fee-based account administration, organizing broker/dealer account transfers, coordinating professional training and conferences, assisting with FINRA and SEC audits, and servicing high net worth client accounts.

Mrs. Freeman holds the series 7, 63, 65, and Group 1 Insurance licenses and registrations with the Securities and Exchange Commission (SEC), Financial Industry Regulatory Authority (FINRA), Municipal Securities Rulemaking Board (MSRB), Texas State Securities Board and the Texas Department of Insurance....more