Tag: Press Releases

Houston, TX – January 17, 2024 – Autumn Lane Advisors is delighted to announce the appointment of James “Jim” Mooney as a Partner and our Chief Investment Officer. Jim, a significant figure in Autumn Lane’s early history, not only contributed as member of our first Advisory Board but was also an early investor in the firm’s investment partnerships.

With over 18 years of investment expertise, Jim assumes the role of CIO, further solidifying our commitment to delivering unparalleled investment knowledge. Partner, David Andrew, expressed his enthusiasm, stating, “I’ve known Jim since our days in the investment banking group of Lehman Brothers over 20 years ago. His addition as our partner strengthens Autumn Lane’s reputation for exceptional investment proficiency and client experience.”

Jim was most recently a Portfolio Manager at Everpoint Asset Management, a division of Point72. 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, Jim has been recognized on several best-of-the-buyside lists, including Brendon Wood International and Alpha Magazine.

About Autumn Lane Advisors 

Autumn Lane Advisors is a boutique wealth management firm that helps clients manage their wealth with the objectivity, expertise and client experience associated with a sophisticated family office. Serving as a fiduciary, we work exclusively for our clients.

For additional information, visit https://autumnlane.com 

Autumn Lane Advisors is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. 

This is the seventh annual FT 300 list, produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. Ignites Research provides business intelligence on investment management.

RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.

The final FT 300 represents an impressive cohort of elite RIA firms, as the median AUM of this year’s group is $1.9 billion. The FT 300 Top RIAs represent 39 different states and Washington, D.C.

Autumn Lane Advisors is a boutique wealth management firm that helps clients coordinate and manage their wealth with the objectivity, expertise and client experience associated with a family office. Serving as a fiduciary, Autumn Lane Advisors works exclusively for our clients.

Autumn Lane Advisors celebrates its 5th anniversary as an independent advisory firm. Beginning in 2014 as a family office Autumn Lane Advisors has grown into a full-service wealth management firm and was named in 2019 to the Financial Times 300 Top Registered Investment Advisers. Services have expanded to include financial planning, cash flow and scenario analysis, asset allocation, portfolio construction, consolidated reporting, unique investment opportunities and 3rd party adviser coordination.

In addition to celebrating its 5th year, Autumn Lane Advisors is pleased to announce Steve Oldham has joined as a Partner. Steve joined Autumn Lane after a successful career in public corporate financial management, most recently serving as Vice President and Treasurer of McDermott International, Inc. He graduated from the University of Texas at Austin with a BA in the Plan II Honors Program and a BBA in Honors Business, and he subsequently earned his MBA from the University of Chicago Booth School of Business.

Steve is active in several nonprofit organizations, including serving on the Executive Board of the Sam Houston Area Council – Boy Scouts of America, Millennium Relief and Development Services, and was a founding member of the Advisory Council for the School of Undergraduate Studies at the University of Texas at Austin.

Autumn Lane Advisors is a boutique wealth management firm that helps clients coordinate and manage their wealth with the objectivity, expertise and client experience associated with a family office. Serving as a fiduciary, we work exclusively for our clients.

For additional information, visit https://www.autumnlanellc.com/TheAscent.

Autumn Lane Advisors is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.

This is the sixth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the asset management industry.

Registered Investment Advisers firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.

The final FT 300 represents an impressive cohort of elite RIA firms, as the “average” practice in this year’s list has been in existence for over 22 years and manages $4.6 billion in assets. The FT 300 Top RIAs hail from 37 states.

Autumn Lane Advisors is a boutique wealth management firm that helps clients coordinate and manage their wealth with the objectivity, expertise and client experience associated with a family office. Serving as a fiduciary, we work exclusively for our clients.

For additional information, visit https://autumnlanellc.com/TheAscent.