Autumn Lane Advisors, LLC

David Andrew is a financial advisor at Autumn Lane Advisors, LLC in Houston, TX, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has been with Autumn Lane Advisors since 2014. Outside of his advisory role, Mr. Andrew is a limited partner and minority owner of the general partner in a real estate investment limited liability corporation, though he does not receive revenue from this ownership. Autumn Lane Advisors serves high-net-worth individuals and family offices, providing discretionary wealth management, non-discretionary investment consulting, and advisory services to private investment funds. The firm uses a family-office style approach with customized asset allocations and manages over $1 billion for a small client base, including operating multiple private pooled investment vehicles.

Stephen Burton is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at several financial firms, including Raymond James & Associates, Bank of America, Merrill Lynch, and Morgan Stanley, before joining Autumn Lane Advisors, LLC in 2022. Autumn Lane Advisors serves high-net-worth individuals and family offices, providing discretionary wealth management, investment consulting, and advisory services to private investment funds. The firm employs a family-office style approach with customized asset allocations and manages over $1 billion primarily for ultra-high-net-worth clients and families.

Steven Oldham is a CFA® charterholder and financial advisor at Autumn Lane Advisors, LLC in Houston, TX, with six years of industry experience. Prior to joining Autumn Lane Advisors in 2018, he worked at Iron Bridge Resources, Inc. and Procyrion, Inc. Oldham serves on the boards of several companies, including Texas Mutual Insurance Company and Central Bank, contributing governance, financial oversight, and investment expertise. Autumn Lane Advisors serves high-net-worth individuals and family offices, offering discretionary wealth management, non-discretionary investment consulting, and advisory services to private investment funds. The firm employs a family-office style approach with customized asset allocations, managing over $1 billion for a small client base and sponsoring multiple private fund vehicles.

James Mooney is a financial advisor at Autumn Lane Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Point 72 / Everpoint, Carlson Capital, and Phoenix Natural Resources. Starting in 2024, he is a limited partner and minority owner general partner of a real estate investment limited liability company, Ivie Lane Partners LLC, but does not receive revenue or devote time to this role. Autumn Lane Advisors serves high-net-worth individuals and family offices, providing discretionary wealth management, non-discretionary investment consulting, and advisory services to private investment funds. The firm employs a family-office style approach with customized asset allocations and manages over $1 billion for a small client base, including multiple private funds with disclosed governance measures.