2 months ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
- With CAPTRUST Since 2019
- 713.683.3818
-
777 South Post Oak Ln #2055
Houston, TX 77056
David Stix, CFA®
Senior Vice President,
Financial Advisor
- Cincinnati, Ohio
- To Kill a Mockingbird | It's a Wonderful Life
- Abraham Lincoln, Winston Churchill, and Joseph Campbell
- What you don’t experience positively you will experience negatively.
- Honesty, self-sacrifice, and courage
Financial Advisors
David Stix is a wealth management financial advisor based in Houston, TX.
David joined CAPTRUST from South Texas Money Management in 2019. He serves as a senior vice president and financial advisor responsible for providing comprehensive wealth management to high-net-worth investors and corporate executives.
Prior to joining the firm, David served as an executive vice president and relationship manager at South Texas Money Management. He earned his Bachelor of Arts degree in economics from Bowdoin College.
Education
- Bachelor of Arts degree in economics from Bowdoin College
Industry Designations
- Chartered Financial Analyst®
Memberships
- Chairman, Houston Masterworks Chorus
News & Resources
Resources
Resources
5 months ago
Fed Plowing Ahead, in the Dark
The third quarter of 2022 saw rising inflation and recession...
Resources
8 months ago
Storm Before the Calm
After three remarkable years of outsized returns in the stock...
Resources
12 months ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
