Tremont Street Advisors, LLC

William Ansell is a financial advisor with Tremont Street Advisors, LLC, holding a Series 66 credential and 14 years of industry experience. He has worked with Ham, Langston & Brezina LLP and American National Insurance Company since 2015 alongside his role at Tremont Street Advisors. Ansell serves on the boards of two nonprofit foundations, the Abe and Peggy Levy Foundation and the Ed and Sally Futch Foundation. Tremont Street Advisors is a fee-based investment advisory firm serving individuals, high-net-worth clients, business owners, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis with tailored asset allocation, offering portfolio management through direct management, sub-advisors, and third-party programs.

Bri'ana Savage is a financial advisor at Tremont Street Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has been with Tremont Street Advisors since 2020, serving as Vice President of Operations. Prior to her advisory role, she worked at Aqua Solutions and was a full-time student for nine years. Tremont Street Advisors is a fee-based investment advisory firm serving individuals, high-net-worth clients, business owners, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment approach and provides both discretionary and non-discretionary asset management along with plan-sponsor support.

Thomas Rush is a financial advisor with Tremont Street Advisors, LLC, holding a Series 66 designation and 13 years of industry experience. He has been affiliated with Tremont Street Advisors and its related entities since 2014 and also practices as a CPA at Ham, Langston & Brezina LLP. Tremont Street Advisors is a fee-based investment advisory firm serving individuals, high-net-worth clients, business owners, and retirement plans. The firm employs a combined fundamental, technical, and cyclical investment approach, offering both discretionary and non-discretionary management while maintaining close ties to the accounting profession through affiliated CPA practices.

Robert Challenger Jr. is a financial advisor at Tremont Street Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has been with Tremont Street Advisors since 2014. Outside of his advisory role, he serves as a board member of Communities in Schools Bay Area, a nonprofit organization. Tremont Street Advisors is a fee-based investment advisory firm serving individuals, high-net-worth clients, business owners, and retirement plans. The firm combines fundamental, technical, and cyclical analysis with asset allocation and risk profiling to manage approximately $69 million in client assets.