LEGACY KNIGHT - Key Persons
Abe Minkara is the Founding Partner of Legacy Knight. Prior to Legacy Knight, Abe was the Managing Director at Mark Cuban Companies. Abe managed the portfolio of investments at Mark Cuban Companies with a focus on technology, logistics, and consumer product goods (Shark Tank).
Abe is also actively engaged as an advisor and board member with a number of companies leveraging his expertise in strategy, operations, and capital allocation to help accelerate their growth. D CEO Magazine has recognized Abe as one of the 500 most influential business leaders in North Texas for 2020.
Additionally Abe is a Member of Young Presidents' Organization (YPO) North Texas Chapter, Advisory board member at Institute of Excellence in Corporate Governance (IECG), Advisor at NPX (A new Donor Fund), Advisor at NYC based City Rock Ventures (Focus on Impact with Diverse Founding Teams), Mentor at Unreasonable Group (Global Impact Accelerator), Advisor at Guardian Bikes (Shark Tank Season 8 Company), Advisor/Mentor at Stadia Ventures (Global Sport Business Accelerator), and Advisory Council Member at Communities Foundation of Texas (CFT).
Abe received his MBA from the Cox School of Business at Southern Methodist University in Dallas, TX.
Alex Rosellini is a Staff Accountant at Legacy Knight. Prior to joining Legacy Knight, Alex worked in the state and local tax group at Grant Thornton in Dallas, TX.
Alex graduated with a B.B.A in Accounting and with a Masters in Science of Accounting from the Southern Methodist University Cox School of Business in 2022.
Job Titles:
- Analyst
- Investment Analyst
Allie Porter is an Investment Analyst at Legacy Knight.
Allie began her career at Goldman Sachs in 2020 as a Financial Analyst in the Private Wealth Management division. Prior to joining Goldman Sachs, Allie worked as a Summer Analyst at a private family office in Dallas, Texas.
Allie graduated Magna Cum Laude from the University of Oklahoma's Michael F. Price College of Business with a B.B.A in Finance.
Job Titles:
- CEO
- Partner
- CEO at SBI Investments, Partner at HalBar Partners.
Andrew Swartz is the CEO at SBI Investments, Partner at HalBar Partners. Prior, Andrew Swartz was the Chief Investment Officer for J Cleo Thompson, a Dallas-based family office.
Job Titles:
- Chief Financial Officer
- Partner
As CFO, Brad Martin is responsible for all the company's financial functions, including accounting, audit and tax, and treasury. He also heads up investor reporting and all associated functions.
Before joining Legacy Knight, Brad worked in various positions and responsibilities for a family office in Dallas. He started as Accounting Manager for the family's RIA and worked his way up to CFO. During his tenure, Brad was instrumental in implementing a new performance tracking and client reporting software for the family's fund of fund products, streamlining the quarterly billing process, enhancing management reporting, and other process improvements. Prior to his time with the family office, Brad spent almost 10 years progressing through the accounting profession, with roles at KPMG, AMR, and Brinker International.
Brad received his BBA in Accounting and MBA from Baylor University.
Christina Nelson is a Senior Accountant at Legacy Knight. Christina is responsible for performing consolidated reporting to our partner families, in addition to investment statements and performance, capital call projections, and other accounting and financial reporting.
Prior to joining Legacy Knight, Christina served as an Senior Audit Associate in Asset Management at KPMG in Dallas, TX.
Christina graduated with a Masters of Science in Accounting from the Southern Methodist University Cox School of Business and is licensed as a CPA with the Texas State Board of Public Accountancy
Job Titles:
- Associate
- Associate at Legacy Knight. As an Advisor
Cullen Crombie is an Associate at Legacy Knight. As an Advisor, Cullen provides investment analysis and solutions for wealthy families in addition to helping the team source and perform due diligence on investment managers and direct investments. Prior to joining Legacy Knight, Cullen served as an Analyst on the Client Advisory Team at Tolleson Wealth Management, a leading RIA. Cullen began his career at BOK Financial in 2017 in their credit training program.
Cullen graduated with a B.B.A. in Economics with a double minor in Finance and History from the University of Oklahoma. Cullen is currently a candidate for Level 2 of the Chartered Alternative Investment Analyst (CAIA) designation.
Job Titles:
- Chief Operating Officer
- Managing Partner
- Partner
David Sawyer is Partner and Chief Operating Officer of Legacy Knight and leads the firm's Houston office. Prior to Legacy Knight, he was Managing Director of a Houston-based $1.5B alternative investment firm and multifamily office where he served on the executive and investment committees. David previously spent almost a decade leading complex legal, regulatory, and strategic initiatives in the political arena. He served as a senior aide on a major presidential campaign and in the United States Senate, and also held leadership roles with several other state and national political organizations. David holds a B.A. from The University of Texas at Austin and a J.D. from the University of Houston Law Center. He is a member of the State Bar of Texas and a Chartered Alternative Investment Analyst (CAIA).
Job Titles:
- Head of a Shreveport
- President, Personal Family Office ( SFO )
Dewey Corley is head of a Shreveport, Louisiana-based family investment platform.
Dewey is a private investor who has over 25 years of substantial experience in private equity and other alternative investments. Dewey has served on the boards of numerous endowments, foundations and other nonprofit organizations.
Drew Sims is a Vice President at Legacy Knight in the firm's Houston office.
Prior to joining Legacy Knight, Drew was a Vice President at J.P. Morgan Private Bank in Houston working within an integrated team of advisors overseeing coverage for financial sponsors and institutional clients.
Before joining J.P. Morgan, Drew was a Lieutenant in the United States Navy as a Surface Warfare Officer with duties in the Middle East, Horn of Africa, Office of Naval Intelligence, and The White House.
Drew received his B.S. in Engineering from the U.S. Naval Academy and M.B.A. from the Jones Graduate School of Business at Rice University. He also holds a diploma from the U.S. Naval War College.
Job Titles:
- President and CEO of the University of Oklahoma Foundation
- President, University of Oklahoma Foundation
Guy Patton is President and CEO of the University of Oklahoma Foundation, an independent, not-for-profit organization.
The University of Oklahoma Foundation serves as the principal depository for the private fundraising efforts of the University of Oklahoma. Assets of the foundation exceed $1 billion. Previously, Guy was with Fidelity Investments for more than 22 years.
Phil has spent his entire 45-year career in in the financial services industry. Since 2012, he served as a Managing Director for Phoenix Capital Partners, a real estate private equity firm with over $2 billion under management.
In 2004, he co-founded Epoch Investment Partners, which grew from $600 million in Assets Under Management to $25 billion when he retired in June of 2012. Fortune magazine named Epoch the 88 th Fastest Growing Company in the world in their 2011 report. Epoch was sold in March 2013 to TD Bank for $670 million. Phil led the Investor Relations effort from the very beginning and was instrumental in the firm's rapid growth. Prior, he was a 17-year veteran of Sanford C. Bernstein & Co., now part of AllianceBernstein. His responsibilities included that of National Managing Director of Bernstein's private client business.
Previously, he was Managing Director of Bernstein's Institutional Asset Management business and initiated and managed Bernstein's sub-advisory business.
Phil holds a BS in Administrative Sciences from Yale University
Job Titles:
- Member of the Advisory Board
- Managing Director at Thiel Capital
- Managing Director, Thiel Capital ( SFO )
Jack R. Selby is a Managing Director at Thiel Capital. He is a former Managing Director at Clarium Capital Management LLC.
Prior to Clarium, Mr. Selby served as a Corporate Officer and Senior Vice President of PayPal, Inc. (NASDAQ: PYPL). Mr. Selby was an original member of the founding PayPal team, and served in a variety of roles during his tenure at the company, including the management of PayPal's international operations.
Job Titles:
- Chief Executive Officer
- Founding Partner
- Member of the Executive Team
Matthew Ogle is the Chief Executive Officer and Founding Partner of Legacy Knight. Prior to Legacy Knight, Matthew was the President and Chief Investment Officer of a Dallas-based single-family office where he also served as a managing partner in the family's $2 billion private equity business.
Prior to the family office, Matthew was a Managing Director for Crow Holdings Capital where he helped build out the single-family office into a multi-family office with 32 families and $6.5 billion in assets under management. Prior to Crow, Matthew worked in investment banking / private banking for both RBC and Credit Suisse.
Matthew received his B.A. in Business Administration, Finance from the University of Oklahoma and earned his MBA from the Cox School of Business at Southern Methodist University. Matthew currently serves on two university boards & multiple private company boards.
Mollie Deaconson is a Staff Accountant at Legacy Knight. Prior to joining Legacy Knight, Mollie served as an Audit Associate at KPMG in Dallas, TX. Mollie graduated Cum Laude with a B.B.A in Accounting and with a Master of Accountancy from the Baylor University Hankamer School of Business. Mollie is licensed as a CPA with the Texas State Board of Public Accountancy.
Sylvia Liaw is a Senior Associate at Legacy Knight in the firm's Houston office.
Prior to joining Legacy Knight, Sylvia was an Associate at Blackstone in New York where she was involved in the evaluation and execution of private equity transactions in the infrastructure and energy sectors. Prior to that, Sylvia worked in investment banking at Evercore in Houston focused on mergers, acquisitions, and financing advisory to energy clients.
Ms. Liaw received her B.B.A. in Finance with high honors from the Business Honors Program at the University of Texas at Austin.
Job Titles:
- Director of Investments - Real Estate
- Director of Investments / Real Estate, Partner
Wes Homeyer is the Director of Investments - Real Estate at Legacy Knight. Prior to joining Legacy Knight, he was Managing Director at The Nehemiah Companies (TNC) responsible for the Build for Rent business. At TNC, Wes managed the growth of the Build for Rent business from inception, ultimately growing the platform to over $450 million in development value. Prior to TNC, Wes worked at David Weekley Homes as Land Acquisition Manager where he was responsible for land acquisition and design of over $467 million in development value. Prior to David Weekley Homes, he gained early career experience at Pulte Group in multiple operational roles.
Wes received his B.B.A. from the University of North Texas and his M.B.A. from Southern Methodist University. He is an active member of the Urban Land Institute and the Folsom Institute at SMU Cox School of Business. He and his wife, Kacee, live in Arlington, Texas and are the proud parents of one daughter.