Excellence and service are non-negotiable

About us

Autumn Lane Advisors is an independent wealth management firm that works closely with an exclusive group of families and individual investors. Our highly credentialed team is committed to helping our clients manage their wealth with objectivity, expertise, thought leadership and exceptional client service.

Our goal is to earn a client’s trust so they have the freedom and comfort to focus on what really matters—living a successful and significant life.

From a family office to a wealth management firm

In 2014, seeded with $100MM, we began as the investment office for a Texas-based family. Over the years we have expanded to offer full-service wealth management to multiple families and individuals. True to our roots, we maintain a family office culture and always will – providing an uncommon level of personal attention and commitment to all of our clients.

As a fiduciary, we act in your best interest. As individuals, we go above and beyond what is expected, and each team member is dedicated to the success of their client.

How clients benefit from our family office structure

The unique character of our family investment office provides you with direct access to a variety of resources and exceptional investment opportunities not readily available.

Autumn Lane Advisors Leadership

Our firm is led by three partners, David Andrew, Steve Oldham, and Jim Mooney, with almost six decades of cumulative financial experience.

David E. Andrew, CFA

Founding Partner

Prior to forming Autumn Lane Advisors, Mr. Andrew was a Director with Credit Suisse Private Bank and a Vice President with Goldman Sachs Private Wealth Management. He also worked within the Investment Banking Group of Lehman Brothers.

David graduated magna cum laude from the University of Texas at Austin with a BBA in finance and earned his MBA from the University of Chicago. He is a CFA charter holder and a member of the Houston Society of Financial Analysts. Mr. Andrew is married with three children and lives with his family in Houston, Texas.

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Steven D. Oldham, CFA

Partner

Mr. Oldham started his career as a financial analyst working with buy-side and sell-side firms, and subsequently spent 15 years in public corporate financial management. He currently serves on the Boards of Texas Mutual Insurance Company and Central Bank – Houston.

Steve graduated from the University of Texas at Austin with a BA in the Plan II Honors Program and a BBA in Honors Business. He earned his MBA from the University of Chicago and is a CFA charter holder. Mr. Oldham is married with three children and lives with his family in Houston, Texas.

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Jim Mooney

Partner

Mr. Mooney joined Autumn Lane Advisors from Everpoint Asset Management, a division of Point72, where he served as a Portfolio Manager. His extensive career includes roles as a Portfolio Manager at Carlson Capital and Millennium Management, Chief Financial Officer of Phoenix Natural Resources, and positions at Lehman Brothers and Price Waterhouse.

Jim holds an MBA with honors from the Wharton School of the University of Pennsylvania, along with a BBA and MS in Accounting from Texas A&M University. Additionally, he has been recognized on several best-of-the-buyside lists, including Brendon Wood International and Alpha Magazine.

Mr. Mooney is married, and he and his family live in Houston.

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