Francis X. Amsler, CFA®, CIMA®, CFP®, CDFA®

Private Advisor, Managing Director

  • M.B.A., University of Texas at Austin, 1994, Finance
  • M.A., University of Dayton, 1992, Political Science and International Affairs
  • B.S., U.S. Air Force Academy, 1987, Electrical Engineering
  • UBS Private Wealth Management (2008 to 2020)
  • Merrill Lynch Private Banking & Investment Group (1995-2008)
  • Salomon Brothers Private Investment Department (1994 – 1995)
  • Certified Investment Management Analyst (CIMA®) 2002
  • Certified Financial Planner™ (CFP®) 2001
  • Chartered Financial Analyst (CFA®) 1997
  • Certified Divorce Financial Analyst (CDFA®) 2018
  • Board of Trustees Houston Symphony (2005-2007), Houston Grand Opera (2003-2005), St. Thomas High School Foundation (2009-2014), Development Council for the Archdiocese of Galveston-Houston (2007-2018)
  • Served as a Captain in the United States Air Force where he was a pilot with the 82nd Flight Training Wing (T-37 and T-38), as well as a contract negotiator with the Aeronautical System Division