Liam joined the team in January 2020, and has since held every operational role at the firm, culminating in his current position as the head of the operations department. He is committed to ensuring the firm operates with maximum efficiency, effectiveness, and scalability.
In 2023, Liam earned a BBA degree in Finance and is currently pursuing an MBA with a Graduate Certificate in Investment Management at the University of Houston. He is licensed in Life and Health Insurance in Texas and has successfully completed the FINRA Series 7 and Series 66 examinations. He plans to pursue the Certified Investment Management Analyst (CIMA) certification after completing his MBA.
Liam is a native Houstonian with dual English citizenship, as his mother and much of his family are from England and still reside there. At home, he is supported by Gabby and his dog, Blu.