IronBridge Private Wealth, LLC

James Denholm is a financial advisor at IronBridge Private Wealth, LLC in Austin, TX, with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Denholm has been with IronBridge Private Wealth since 2017. IronBridge Private Wealth offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm customizes investment strategies based on each client’s Financial Profile and Investment Plan, utilizing a range of vehicles including separately managed accounts, mutual funds, ETFs, equities, fixed income, and alternatives, with options for performance-based fee arrangements.

Gwen Henson is a Certified Financial Planner (CFP®) with 22 years of industry experience. She has worked at IronBridge Private Wealth, LLC since 2017 and previously held roles at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. IronBridge Private Wealth provides portfolio management, financial planning, and consulting services to individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm customizes investment strategies based on each client’s plan and offers negotiable performance-based fee arrangements for eligible clients.

Melissa Fleming is a CFP® with 23 years of industry experience. She has worked at IronBridge Private Wealth, LLC since 2022 and previously held roles at Allstate Financial Services and Conway Insurance Agency. Fleming is based in Austin, TX, and holds Series 63 and Series 66 licenses. IronBridge Private Wealth provides portfolio management, financial planning, and consulting services to individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm customizes investment strategies based on each client’s plan and offers negotiable performance-based fee arrangements for eligible clients.

Douglas Zullo is a CFP® with 23 years of industry experience, currently serving at IronBridge Private Wealth, LLC since 2019. His prior roles include positions at Axa Advisors, LLC and Voya Financial Advisors. He is also involved in insurance sales through Zullo Insurance Strategies, LLC. IronBridge Private Wealth offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, institutions, and charitable organizations. The firm customizes investment strategies based on detailed financial profiles and provides negotiable performance-based fee arrangements for eligible clients.

Whitney Barker is a financial advisor at IronBridge Private Wealth, LLC in Austin, TX, holding a Series 65 designation with three years of industry experience. Prior to joining IronBridge in 2022, Barker worked at Texas Partners Bank and Wells Fargo Bank, NA. IronBridge Private Wealth provides discretionary and non-discretionary portfolio management, financial planning, and consulting to individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm customizes investment strategies based on each client’s Financial Profile and Investment Plan, offering negotiable performance-based fee arrangements for eligible clients.

William Keenan is a financial advisor with IronBridge Private Wealth, LLC in Austin, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. He co-owns a rental property in Horseshoe Bay, TX, with his spouse. IronBridge Private Wealth offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm customizes investment strategies based on each client’s Financial Profile and Investment Plan, utilizing a range of vehicles including separately managed accounts, mutual funds, ETFs, equities, fixed income, and alternatives, and is notable for its negotiable performance-based fee arrangements.