Matthew Ogle is the Chief Executive Officer and Founding Partner of Legacy Knight. Prior to Legacy Knight, Matthew was the President and Chief Investment Officer of a Dallas-based single-family office where he also served as a managing partner in the family’s $2 billion private equity business.

Prior to the family office, Matthew was a Managing Director for Crow Holdings Capital where he helped build out the single-family office into a multi-family office with 32 families and $6.5 billion in assets under management. Prior to Crow, Matthew worked in investment banking / private banking for both RBC and Credit Suisse.

Matthew received his B.A. in Business Administration, Finance from the University of Oklahoma and earned his MBA from the Cox School of Business at Southern Methodist University. Matthew currently serves on two university boards & multiple private company boards.

Abe Minkara is the Founding Partner of Legacy Knight. Prior to Legacy Knight, Abe was the Managing Director at Mark Cuban Companies. Abe managed the portfolio of investments at Mark Cuban Companies with a focus on technology, logistics, and consumer product goods (Shark Tank).

Abe is also actively engaged as an advisor and board member with a number of companies leveraging his expertise in strategy, operations, and capital allocation to help accelerate their growth. D CEO Magazine has recognized Abe as one of the 500 most influential business leaders in North Texas for 2020.

Additionally Abe is a Member of Young Presidents’ Organization (YPO Dallas Gold Chapter), Advisory board member at Eosera, Advisory board member at Productable, Advisory board member at Institute of Excellence in Corporate Governance (IECG), Advisor at City Rock Ventures, Mentor at Stadia Ventures, Advisory Council Member at Communities Foundation of Texas (CFT), and Advisory board member at Eisemann Edge Initiative. 

Abe received his MBA from the Cox School of Business at Southern Methodist University in Dallas, TX.

David Sawyer is Partner and Chief Operating Officer of Legacy Knight and leads the firm’s Houston office. Prior to Legacy Knight, he was Managing Director of a Houston-based $1.5B alternative investment firm and multifamily office where he served on the executive and investment committees.

David previously spent almost a decade leading complex legal, regulatory, and strategic initiatives in the political arena. He served as a senior aide on a major presidential campaign and in the United States Senate, and also held leadership roles with several other state and national political organizations.

David holds a B.A. from The University of Texas at Austin and a J.D. from the University of Houston Law Center. He is a member of the State Bar of Texas and a Chartered Alternative Investment Analyst (CAIA).

As CFO, Brad Martin is responsible for all the company’s financial functions, including accounting, audit and tax, and treasury. He also heads up investor reporting and all associated functions.

Before joining Legacy Knight, Brad worked in various positions and responsibilities for a family office in Dallas. He started as Accounting Manager for the family’s RIA and worked his way up to CFO. During his tenure, Brad was instrumental in implementing a new performance tracking and client reporting software for the family’s fund of fund products, streamlining the quarterly billing process, enhancing management reporting, and other process improvements. Prior to his time with the family office, Brad spent almost 10 years progressing through the accounting profession, with roles at KPMG, AMR, and Brinker International.

Brad received his B.B.A in Accounting and MBA from Baylor University.

Phil has spent his entire 45-year career in in the financial services industry.  Since 2012, he served as a Managing Director for Phoenix Capital Partners, a real estate private equity firm with over $2 billion under management.

In 2004, he co-founded Epoch Investment Partners, which grew from $600 million in Assets Under Management to $25 billion when he retired in June of 2012.  Fortune magazine named Epoch the 88^th Fastest Growing Company in the world in their 2011 report.  Epoch was sold in March 2013 to TD Bank for $670 million.  Phil led the Investor Relations effort from the very beginning and was instrumental in the firm’s rapid growth.  Prior, he was a 17-year veteran of Sanford C. Bernstein & Co., now part of AllianceBernstein. His responsibilities included that of National Managing Director of Bernstein’s private client business.

Previously, he was Managing Director of Bernstein’s Institutional Asset Management business and initiated and managed Bernstein’s sub-advisory business.

Phil holds a BS in Administrative Sciences from Yale University

McCall Tomeny is a Director at Legacy Knight. McCall advises influential families on the development of the strategy and management of their family office. In this role, McCall provides oversight of all family assets and liases with all external advisors to execute on various strategies and initiatives within the family office. 

McCall previously served as an Investment Specialist at the JP Morgan Private Bank, where he provided wealth management advice and solutions to wealthy families, institutions, foundations, and endowments. McCall began his career at JP Morgan in 2015 in the analyst program. 

McCall graduated Cum Laude with a B.B.A in Finance and Minor in Accounting from Loyola University New Orleans. While at Loyola University, he was a member of the basketball team and was inducted into the Loyola University Athletics Hall of Fame in 2023. 

Wes Homeyer is the Director of Investments – Real Estate and Partner at Legacy Knight. Prior to joining Legacy Knight, he was Managing Director at The Nehemiah Companies (TNC) responsible for the Build for Rent business. At TNC, Wes managed the growth of the Build for Rent business from inception, ultimately growing the platform to over $450 million in development value. 

Before TNC, Wes worked as a Land Acquisition Manager at David Weekley Homes, responsible for land acquisition and development of over $467 million in development value. Before David Weekley Homes, he gained early career experience at Pulte Group in multiple operational roles.

Wes received his B.B.A. from the University of North Texas and his M.B.A. from the Cox School of Business at Southern Methodist University. He is an active member of the Urban Land Institute and the Folsom Institute for Real Estate at SMU’s Cox School of Business. 

Cullen Crombie is a Vice President at Legacy Knight where he serves as an advisor on the family office team. In his role, Cullen supports the team in the oversight of family assets, the planning and implementation of various strategic initiatives within the family office, and a liason to external advisors. 

Prior to joining Legacy Knight, Cullen served as an Analyst on the Client Advisory Team at Tolleson Wealth Management. Cullen began his career at BOK Financial in their credit training program. Cullen graduated with a B.B.A. in Economics and a double minor in Finance and History from the University of Oklahoma. Cullen is currently a candidate for Level 2 of the Chartered Alternative Investment Analyst (CAIA) designation.

Sterling Curry is a Vice Presient at Legacy Knight in the firm’s Dallas office.

Before joining Legacy Knight, Sterling was a Founding Partner at Dune Ridge Capital, a low-net generalist long/short equity hedge fund. Sterling’s previous experience also includes Business Development at Americana Partners and Fundraising at a Texas-based holding company with primary interest in oil and gas, real estate, early-stage venture capital and one-off private equity mandates. 

Sterling graduated with a B.B.A in Economics and a minor in Business from the University of Texas at Austin. 

Drew Sims is a Vice President at Legacy Knight in the firm’s Houston office.

Prior to joining Legacy Knight, Drew was a Vice President at J.P. Morgan Private Bank in Houston working within an integrated team of advisors overseeing coverage for financial sponsors and institutional clients.Before joining J.P. Morgan, Drew was a Lieutenant in the United States Navy as a Surface Warfare Officer with duties in the Middle East, Horn of Africa, Office of Naval Intelligence, and The White House.

Drew received his B.S. in Engineering from the U.S. Naval Academy and M.B.A. from the Jones Graduate School of Business at Rice University. He also holds a diploma from the U.S. Naval War College.

Sylvia Liaw is a Vice President at Legacy Knight in the firm’s Houston office.

Prior to joining Legacy Knight, Sylvia was an Associate at Blackstone in New York where she was involved in the evaluation and execution of private equity transactions in the infrastructure and energy sectors. Prior to that, Sylvia worked in investment banking at Evercore in Houston focused on mergers, acquisitions, and financing advisory to energy clients.

Ms. Liaw received her B.B.A. in Finance with high honors from the Business Honors Program at the University of Texas at Austin.

Spencer Jones is a Real Estate Associate at Legacy Knight.  He is primarily responsible for underwriting, diligence, and supporting the structuring of new real estate investments in addition to assisting in the asset management of existing  investments. 

Prior to joining Legacy Knight, Spencer served as an Analyst at Royal Vopak, a Dutch midstream oil and gas services firm, where he provided market intelligence and supported corporate development projects for their Americas division.  Before that, he served as a staffer on a major United States Senate campaign.   

Spencer holds an MBA from Texas Christian University, where he served as the first associate of the Horned Frog Investment Network, performing due diligence and evaluating venture capital opportunities. He also holds Bachelor’s degrees in Economics and International Studies from Oregon State University. 

Christina Nelson is a Senior Accountant at Legacy Knight. Christina is responsible for performing consolidated reporting to our partner families, in addition to investment statements and performance, capital call projections, and other accounting and financial reporting.

Prior to joining Legacy Knight, Christina served as an Senior Audit Associate in Asset Management at KPMG in Dallas, TX.

Christina graduated with a B.B.A in Accounting and with a Masters in Science of Accounting from the Southern Methodist University Cox School of Business and is licensed as a CPA with the Texas State Board of Public Accountancy.

Erica Radman is an Operations Manager at Legacy Knight.

Prior to joining Legacy Knight, Erica helped form and launch the hedge fund Bronco Capital Management as Chief Operating Officer. Previously, she worked as an Analyst at a real estate development company in London, England. She began her career at Credit Suisse, most recently as an Equity Research Associate covering US Specialty Finance companies, particularly BDCs. She also worked on a team performing internal valuations on Credit Suisse’s private equity holdings.

Erica graduated with a Bachelor of Business Administration in Finance, as well as a minor in Accounting, from the University of San Diego.

Allie Porter is an Investment Analyst at Legacy Knight in the firm’s Dallas office. 

Prior to joining Legacy Knight, Allie was a Financial Analyst at Goldman Sachs in the Private Wealth Management division. Before that, Allie worked as an Analyst at a private family office in Dallas, Texas.

Allie graduated Magna Cum Laude from the University of Oklahoma’s Michael F. Price College of Business with a B.B.A in Finance.

Alex Rosellini is a Staff Accountant at Legacy Knight.

Prior to joining Legacy Knight, Alex worked in the state and local tax group at Grant Thornton in Dallas, TX.

Alex graduated with a B.B.A in Accounting and with a Masters in Science of Accounting from the Southern Methodist University Cox School of Business in 2022.

Mollie Deaconson is a Staff Accountant at Legacy Knight.

Prior to joining Legacy Knight, Mollie served as an Audit Associate at KPMG in Dallas, TX.

Mollie graduated Cum Laude with a B.B.A in Accounting and with a Master of Accountancy from the Baylor University Hankamer School of Business. Mollie is licensed as a CPA with the Texas State Board of Public Accountancy.

Andrew Swartz: CEO at SBI Investments, Partner at HalBar Partners.

Andrew Swartz is the CEO at SBI Investments, Partner at HalBar Partners. Prior, Andrew Swartz was the Chief Investment Officer for J Cleo Thompson, a Dallas-based family office.

Jack R. Selby is a Managing Director at Thiel Capital. He is a former Managing Director at Clarium Capital Management LLC.

Prior to Clarium, Mr. Selby served as a Corporate Officer and Senior Vice President of PayPal, Inc. (NASDAQ: PYPL). Mr. Selby was an original member of the founding PayPal team, and served in a variety of roles during his tenure at the company, including the management of PayPal’s international operations.

Matthew McMahan is currently Co-President of JMCFM, LLC, a single-family office.

Prior to establishing JMCFM, Matthew was instrumental in creating Tailwind Advisors, a single family turned multi-family office that started in January 2009. Before Tailwind, Matthew spent time building True North Advisors, an independent RIA. Matthew graduated with a business degree from Baylor University. His family today invests most of their time serving the Non-Profit “Serve Hope International” they started 6 years ago. 

Dewey Corley is head of a Shreveport, Louisiana-based family investment platform.

Dewey is a private investor who has over 25 years of substantial experience in private equity and other alternative investments. Dewey has served on the boards of numerous endowments, foundations and other nonprofit organizations.

Guy Patton is President and CEO of the University of Oklahoma Foundation, an independent, not-for-profit organization.

The University of Oklahoma Foundation serves as the principal depository for the private fundraising efforts of the University of Oklahoma. Assets of the foundation exceed $1 billion. Previously, Guy was with Fidelity Investments for more than 22 years.