RZH Advisors LLC

Brendan Mcewan is a CFP® professional with eight years of industry experience, currently serving as an advisor at RZH Advisors LLC since 2022. His prior experience includes roles at LourdMurray, UCLA, and Altfest Personal Wealth Management. RZH Advisors serves individual and high-net-worth clients, trusts, estates, business entities, and charitable organizations with fee-based wealth management, discretionary investment management, and standalone financial planning. The firm manages approximately $2.1 billion in assets, using diversified strategies including Dimensional Fund Advisors (DFA) funds, and offers specialized services such as divorce financial consultation and advising institutional-type accounts.

Austin Doebler is a CFA® charterholder and financial advisor at RZH Advisors LLC with four years of industry experience. He previously worked at Truist Advisory Services, Inc., Endeavor, and The Vanguard Group, Inc. Outside of his advisory role, he is a member of East West Capital, LLC, where he is involved in cryptocurrency investments. RZH Advisors serves individual and high-net-worth clients, as well as trusts, estates, business entities, and charitable organizations, offering fee-based wealth management, discretionary investment management, and standalone financial planning. The firm manages client assets across a range of vehicles including mutual funds, ETFs, independent managers, and private and interval funds, and incorporates Dimensional Fund Advisors strategies in some portfolios.

Spencer Cooper is a CFP® professional with 14 years of experience in the financial advisory industry. He has been with RZH Advisors LLC since 2012. RZH Advisors serves individual and high-net-worth clients, trusts, estates, business entities, and charitable organizations, offering fee-based wealth management, discretionary investment management, and standalone financial planning and consulting. The firm manages approximately $2.1 billion in assets and incorporates strategies including Dimensional Fund Advisors (DFA), with a focus on diversified asset allocation and ongoing account reviews.

Jean Paul Atallah is a financial advisor with RZH Advisors LLC, holding a Series 66 designation and 14 years of industry experience. He previously worked at GYL Financial Synergies, LLC and Wells Fargo Advisors Financial Network, LLC. RZH Advisors serves individual and high-net-worth clients, as well as trusts, estates, business entities, and charitable organizations, providing fee-based wealth management, discretionary investment management, and financial planning. The firm manages assets across mutual funds, ETFs, independent managers, and private funds, with a focus on ongoing account reviews and a practice that includes advising assets in donor-advised funds.

Lauren Rowland is a CFP® with 15 years of industry experience, currently serving as a financial advisor at RZH Advisors LLC since 2020. Prior to joining RZH Advisors, she worked at Ayco/Goldman Sachs from 2014 to 2020. RZH Advisors serves individual and high-net-worth clients, as well as trusts, estates, business entities, and charitable organizations, providing fee-based wealth management, discretionary investment management, and standalone financial planning and consulting. The firm manages client assets across a range of investment vehicles, including mutual funds, ETFs, independent managers, and private and interval funds, and is notable for its focus on donor-advised funds and a relatively small advisor-to-asset base ratio.

Ivy Alexander is a financial advisor at RZH Advisors LLC with 10 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wbh Advisory, Inc and T. Rowe Price. RZH Advisors serves individual and high-net-worth clients, trusts, estates, business entities, and charitable organizations with fee-based wealth management, discretionary investment management, and financial planning services. The firm typically manages assets on a discretionary basis using a range of investment vehicles, including Dimensional Fund Advisors strategies, and is notable for its specialized services and management of donor-advised funds.

Carl Zuckerberg is a CFP® with 26 years of industry experience and is a principal at RZH Advisors LLC, where he has worked since 2000. He holds a Series 63 license and is based in Stamford, CT. Outside of advisory services, he is involved in fixed insurance sales as an insurance agent. RZH Advisors serves individual and high-net-worth clients, as well as trusts, estates, business entities, and charitable organizations, providing fee-based wealth management, discretionary investment management, and financial planning. The firm manages approximately $2.1 billion in assets, typically on a discretionary basis, and utilizes a range of investment vehicles including mutual funds, ETFs, independent managers, and private funds, with some portfolios incorporating Dimensional Fund Advisors strategies.