Brown Brothers Harriman Adds Wealth Management and Multi-Family Office Team in Houston

March 19, 2024
  • Private Banking
These key hires expand BBH’s capabilities and expertise in the region and reflect the growth of the business.

March 19, 2024, HOUSTON – Brown Brothers Harriman & Co. (BBH) is pleased to announce the expansion of its Wealth Management and Multi-Family Office team in Houston with the hiring of Matthew Summers and Matthew Moncrief. These key hires demonstrate the firm’s deep commitment to Houston and Texas, its private business owners, families, and local endowments, foundations, and non-profit institutions. The expansion of the team also reflects the growth of the BBH business in Houston and across the state.

Both Matthew Summers and Matthew Moncrief have joined as Managing Directors on the Relationship Management team. In their roles, they serve as trusted advisors to ultra-high-net-worth individuals and their families for their investing, wealth planning, and banking needs.  Additionally, both have significant experience working with business owners, foundations, and endowments.  Matt and Matt continue their 12-year partnership at BBH, bringing extensive experience in wealth advisory to the firm.  Prior to joining BBH, both were Client Advisors at Hightower Advisors and before that, Salient Partners.

“Having professionals of the caliber of Matt and Matt join our wealth management team is a testament to our commitment to serving the needs of high-net worth individuals, private business owners, and institutions in Houston and across Texas and the South,” said Bill Hyder, Partner and Head of the Southeast Region at BBH. “We are pleased to enter this next chapter of growth for BBH in the Houston market, executing on our mission to be the preeminent trusted advisor in this region.”

Having long been active in the Houston market, BBH opened its office in Houston in 2021 with the hiring of Ianni Palandjoglou, Managing Director in its Corporate Advisory and Lending practice.  Ianni works extensively with private businesses and their owners, providing objective advice and capital.

The team at BBH continues to deepen its ties and commitment to the Houston community and takes its civic engagement seriously.  These BBH professionals sit on various boards and are actively engaged in philanthropic activities across the region.

About Brown Brothers Harriman

BBH is a privately held financial institution that has been a thought leader and solutions provider for over 200 years. Its culture of accountability fosters deep and lasting relationships built on commitment, adaptability and trust.  The company’s singular focus is helping our clients achieve their vision of success for their families, wealth and businesses. We seek to build long-term relationships with each client on a foundation of trust, leveraging our perspective and experience as an investor, advisor, and capital provider for over 200 years to help clients accomplish their goals. We serve individuals, families, businesses, and institutions, offering Multi-Family Office, Corporate Advisory & Banking, Private Equity and Endowment & Foundation Management solutions. For more information, please visit www.bbh.com.

Brown Brothers Harriman & Co. (“BBH”) may be used to reference the company as a whole and/or its various subsidiaries generally. This material and any products or services may be issued or provided in multiple jurisdictions by duly authorized and regulated subsidiaries. This material is for general information and reference purposes only and does not constitute legal, tax or investment advice and is not intended as an offer to sell, or a solicitation to buy securities, services or investment products. Any reference to tax matters is not intended to be used, and may not be used, for purposes of avoiding penalties under the U.S. Internal Revenue Code, or other applicable tax regimes, or for promotion, marketing or recommendation to third parties. All information has been obtained from sources believed to be reliable, but accuracy is not guaranteed, and reliance should not be placed on the information presented. This material may not be reproduced, copied or transmitted, or any of the content disclosed to third parties, without the permission of BBH. All trademarks and service marks included are the property of BBH or their respective owners.© Brown Brothers Harriman & Co. 2024. All rights reserved. PB-07200-2024-03-06

As of June 15, 2022 Internet Explorer 11 is not supported by BBH.com.

Important Information for Non-U.S. Residents

You are required to read the following important information, which, in conjunction with the Terms and Conditions, governs your use of this website. Your use of this website and its contents constitute your acceptance of this information and those Terms and Conditions. If you do not agree with this information and the Terms and Conditions, you should immediately cease use of this website. The contents of this website have not been prepared for the benefit of investors outside of the United States. This website is not intended as a solicitation of the purchase or sale of any security or other financial instrument or any investment management services for any investor who resides in a jurisdiction other than the United States1. As a general matter, Brown Brothers Harriman & Co. and its subsidiaries (“BBH”) is not licensed or registered to solicit prospective investors and offer investment advisory services in jurisdictions outside of the United States. The information on this website is not intended to be distributed to, directed at or used by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. Persons in respect of whom such prohibitions apply must not access the website.  Under certain circumstances, BBH may provide services to investors located outside of the United States in accordance with applicable law. The conditions under which such services may be provided will be analyzed on a case-by-case basis by BBH. BBH will only accept investors from such jurisdictions or countries where it has made a determination that such an arrangement or relationship is permissible under the laws of that jurisdiction or country. The existence of this website is not intended to be a substitute for the type of analysis described above and is not intended as a solicitation of or recommendation to any prospective investor, including those located outside of the United States. Certain BBH products or services may not be available in certain jurisdictions. By choosing to access this website from any location other than the United States, you accept full responsibility for compliance with all local laws. The website contains content that has been obtained from sources that BBH believes to be reliable as of the date presented; however, BBH cannot guarantee the accuracy of such content, assure its completeness, or warrant that such information will not be changed. The content contained herein is current as of the date of issuance and is subject to change without notice. The website’s content does not constitute investment advice and should not be used as the basis for any investment decision. There is no guarantee that any investment objectives, expectations, targets described in this website or the  performance or profitability of any investment will be achieved. You understand that investing in securities and other financial instruments involves risks that may affect the value of the securities and may result in losses, including the potential loss of the principal invested, and you assume and are able to bear all such risks.  In no event shall BBH or any other affiliated party be liable for any direct, incidental, special, consequential, indirect, lost profits, loss of business or data, or punitive damages arising out of your use of this website. By clicking accept, you confirm that you accept  to the above Important Information along with Terms and Conditions.

 
1BBH sponsors UCITS Funds registered in Luxembourg, in certain jurisdictions. For information on those funds, please see bbhluxembourgfunds.com


captcha image ↻

Type in the word seen on the picture

I am a current investor in another jurisdiction

1 of 2

2 of 2