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Noah Ozgo, CFA®, CPA®

Noah Ozgo, CFA®, CPA®

Director of Portfolio Management

Noah has over 10 years of experience in the investment industry. He held roles at JPMorgan and Neuberger Berman where he specialized in client transitions, asset allocation, and macroeconomic analysis.


Noah holds a Bachelor’s Degree in Finance from the University of Texas at San Antonio and a Master’s Degree in Accountancy from the University of Texas at Dallas. Noah is a CFA Charterholder, CAIA Charterholder, and a licensed CPA in the state of Texas.