Peirce Capital Management, LLC

Daniel Bingham is a financial advisor at Peirce Capital Management, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Steward Partners Investment Advisory, Raymond James Financial Services, RBC Capital Markets, and Janus Capital Management. He has been with Peirce Capital Management since 2020. Peirce Capital Management provides investment management and retirement-plan advisory services to individuals, trusts, qualified retirement plans, charitable organizations, and businesses. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing asset allocation and utilizing primarily passively managed mutual funds, along with tools such as Monte Carlo analysis.

George Williamson is a CFP®, ChFC®, and Series 65-licensed advisor with seven years of industry experience. He has worked at Peirce Capital Management, LLC since 2018 and previously held roles at Grove Street Fiduciary, LIMLIM Illustration, Texas Tech University, and South Suburban Parks & Recreation. Outside of his advisory work, he serves as treasurer for the Glen Park Ranch Homeowners Association. Peirce Capital Management, LLC provides investment management and retirement-plan advisory services to individuals, trusts, qualified retirement plans, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach, focusing on asset allocation and primarily using passively managed mutual funds to construct portfolios.

Wesley Peirce is a financial advisor at Peirce Capital Management, LLC with 18 years of industry experience. He holds a Series 65 designation and has been with Peirce Capital Management since 2007. The firm provides investment management and retirement-plan advisory services to individuals, trusts, qualified retirement plans, charitable organizations, and businesses. Peirce Capital Management emphasizes a Modern Portfolio Theory-based investment approach, primarily using passively managed asset-class mutual funds and tools such as Monte Carlo analysis to support portfolio construction and ongoing monitoring.

Jason Peirce is a financial advisor at Peirce Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at his current firm since 2022. Prior to this, he was affiliated with the Mercatus Center and Texas Tech University. Peirce Capital Management, LLC provides investment management and retirement-plan advisory services to individuals, trusts, qualified retirement plans, charitable organizations, and businesses. The firm manages approximately $456.8 million in discretionary assets and employs an investment approach based on Modern Portfolio Theory, focusing on asset allocation and primarily using passively managed mutual funds.

Mark Heider is a CFP® and holds a Series 65 license, serving as a financial advisor at Peirce Capital Management, LLC in The Woodlands, TX. He has 12 years of industry experience and has been with Peirce Capital Management since 2012. Peirce Capital Management, LLC provides investment management and retirement-plan advisory services to individuals, trusts, qualified retirement plans, charitable organizations, and businesses. The firm manages approximately $456.8 million in discretionary assets and employs an investment approach based on Modern Portfolio Theory, emphasizing asset allocation and utilizing primarily passively managed mutual funds.