Penn Davis McFarland Inc.

Jeffrey Helfrich is a CFA® charterholder with 15 years of industry experience. He has been with Penn Davis McFarland Inc. since 2010. Based in Dallas, TX, he is part of a seven-advisor team at the firm. Penn Davis McFarland is an independent, fee-only investment adviser managing separately managed accounts for individuals, trusts, charitable organizations, and retirement plans, typically on a discretionary basis. The firm employs a fundamental, long-term investment approach with relatively concentrated portfolios and serves primarily high-net-worth clients.

Hope Robinson is a CFP® professional at Penn Davis McFarland Inc. with three years of industry experience. Prior to joining the firm, she worked at RGT Wealth Advisors and EY. She also has experience with the Skyline Juniors Volleyball Club. Penn Davis McFarland is an independent, fee-only investment adviser managing separately managed accounts for individuals, trusts, charitable organizations, and retirement plans, generally on a discretionary basis. The firm employs a fundamental analysis-driven, long-term investment approach with relatively concentrated portfolios and serves primarily high-net-worth clients.

Elizabeth Trecartin is a CFP® with 10 years of industry experience, currently serving as an advisor at Penn Davis McFarland Inc. She has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2016, and was previously with Ameriprise Financial Services Inc. from 2014 to 2016. Outside of her advisory role, she has been involved with Air B&B since 2017. Penn Davis McFarland is an independent, fee-only investment adviser managing separately managed accounts for individuals, trusts, charitable organizations, and retirement plans, often on a discretionary basis. The firm emphasizes fundamental analysis and a long-term investment approach, serving primarily high-net-worth clients with relatively concentrated portfolios.

Robert Felty is a financial advisor with Penn Davis McFarland Inc. in Dallas, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Penn Davis McFarland since 2012. Penn Davis McFarland is an independent, fee-only investment adviser managing separately managed accounts for individuals, trusts, charitable organizations, and retirement plans, typically on a discretionary basis. The firm’s investment process focuses on fundamental analysis and a long-term orientation, serving primarily high-net-worth clients with relatively concentrated portfolios.

Charles Norton is a CFA® charterholder with 23 years of industry experience. He has been with Penn Davis McFarland Inc. since 2015, working as part of a seven-advisor team based in Dallas, TX. Penn Davis McFarland is an independent, fee-only investment adviser managing separately managed accounts for individuals, trusts, charitable organizations, and retirement plans, primarily on a discretionary basis. The firm employs a fundamental, long-term investment approach with relatively concentrated portfolios and serves mostly high-net-worth clients.