Our Team

McCall Tomeny is Co-President and Partner at Legacy Knight.

In McCall‘s role, he provides operational oversight of the firm and serves on its Executive Committee and Investment Committee. In addition, McCall oversees the day-to-day management of the firm’s Family Office, where he serves as a senior advisor to clients — guiding them through complex decisions, building durable frameworks for how families are advised across generations, and preparing the next generation for the responsibilities of wealth.

McCall joined Legacy Knight shortly after its founding as an original member of the team in early 2020 as a Vice President, and was subsequently promoted to Director and then Head of Family Office before assuming his current role as Co-President. During his tenure as Head of Family Office, McCall architected the systems and processes that took Legacy Knight’s Family Office from a small founding team of three to a full-scale, multi-family office of ten professionals. In doing so, he built out the firm’s capabilities across estate and income tax planning, investment strategy, and daily client service and operations to meet the growing and increasingly complex needs of the firm’s core family office clients.

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

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

David Meaney is Co-President and a Partner at Legacy Knight, where he leads the firm’s OCIO platform and serves on its Executive Committee and Investment Committee. David has over 25 years of industry experience, having been involved with the investment and/or deployment of over $5 billion in capital across both the public and private space in past roles.

Prior to Legacy Knight, David founded Exorior LLC, an investment management and advisory firm focused on private market deal sourcing and capital introduction services through its subsidiary, Exorior Advisory Services LLC. In 2017, he co-founded an energy-focused investment management firm, Assert Capital Mgmt., and subsequently launched an energy-focused directional long/short commodity hedge fund. From 2005-2017, he held a progressive series of roles with BP Capital Mgmt./TBP Investments, the hedge fund management company and family office founded by T. Boone Pickens, where he was a member of the Investment Committee, a Portfolio Manager, and ultimately rose to Partner and Co-Chief Investment Officer.

Aside from his business activities, David is a member of the Salesmanship Club of Dallas, an advisory board member for the Louisiana Tech Student Managed Investment Fund, and serves on the board of Park Cities Delta Waterfowl.

Wes Homeyer is Chief Operating Officer and Partner at Legacy Knight.

In Wes’s role, he oversees the operational processes and infrastructure that support the firm’s growth. He serves on the Executive Committee and Investment Committee and continues to lead the firm’s real estate platform. Since joining Legacy Knight in 2022, Wes has scaled that platform across three strategies: the Build-to-Rent fund series, direct real estate investments on behalf of the firm’s families, and real estate advisory for its family office and OCIO relationships.

Over his career, Wes has developed, acquired, or advised on more than $1 billion of residential and commercial real estate. Prior to Legacy Knight, he served as Managing Director at The Nehemiah Companies, where he built the Build-to-Rent business from inception to more than $450 million in development value. Before that, he was a Land Acquisition Manager at David Weekley Homes, responsible for more than $467 million in land acquisition and development. Wes began his career at PulteGroup 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. Aside from his business activities, Wes is a member of the Urban Land Institute and the Folsom Institute for Real Estate at SMU.

Brad Martin is Chief Financial Officer and Partner at Legacy Knight.

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, American Airlines, and Brinker International.

Brad received his BBA in Accounting and MBA from Baylor University.

Christina Allred is a Finance Manager at Legacy Knight. Prior to joining Legacy Knight, Christina served as a 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.

Garrett Bailey is the Director of Investments at Legacy Knight.

Before joining Legacy Knight, Garrett was a Vice President on the research team at EPIQ Capital Group, where he underwrote investments in real estate, private credit, private equity, and venture capital. He also served on the Investment Committee and played a key role in portfolio construction for ultra-high-net-worth clients. Garrett began his career in PWC’s accounting program in 2017.

Garrett earned both a B.B.A and Master’s in Accounting from Southern Methodist University in Dallas.

Claire Balentine is a Senior Associate for the Family Office at Legacy Knight.

Prior to joining the firm, she served as a Senior Associate at J.P. Morgan Asset Management in New York, where she acted as Chief of Staff to the Head of the Customized Managed Account Solutions platform.

She began her career at the J.P. Morgan Private Bank in Dallas, focusing on Financial Sponsors Lending before transitioning into a Chief of Staff role.

Claire holds a B.B.A. in Finance with a specialization in Alternative Asset Management from Southern Methodist University.

Allie Burgin is the Chief of Staff for the Family Office at Legacy Knight.

Prior to joining Legacy Knight, Allie worked at Goldman Sachs in Dallas, Texas, within the Private Wealth Management division.

Before joining Goldman Sachs, 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.

Phil Clark is the Managing Director of Real Estate at Legacy Knight. Phil has spent his entire 45-year career in professional sales and marketing, with the majority of that time in the financial services industry. Since 2012, he has served as 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. 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. Prior to Bernstein, Phil spent five years as President of InveQuest Securities, a family-owned investment firm focused on wealthy individuals and seven years in marketing at IBM.

Phil holds a BS in Administrative Sciences from Yale University.

Cullen Crombie, CAIA is a Senior Vice President for the Family Office at Legacy Knight.

Prior to joining Legacy Knight in 2021, Cullen served as an analyst at Tolleson Wealth Management, where he assisted in managing assets, preparing advice, and providing analysis to client families. He started his career at BOK Financial (NASDAQ: BOKF) in the Company’s credit training program.

Cullen is registered as a CAIA Charterholder. Before starting his career, he earned a B.B.A. in Economics from the University of Oklahoma, with a double minor in Finance and History. Outside of work, Cullen serves on the Endowment Board of Parish Episcopal School as Chairman of the Alternative Investments Committee.

Sterling Curry is a Senior Vice President at Legacy Knight.

Prior to joining Legacy Knight, Sterling served as a Founding Partner and Head of Business Development & Investor Relations at Dune Ridge Capital, where he was responsible for leading capital formation, managing investor relationships, and developing strategic partnerships with limited partners and stakeholders.

Before Dune Ridge Capital, Sterling worked in Business Development at Americana Partners, where he focused on deepening relationships with high-net-worth families and delivering tailored wealth management strategies aligned with their long-term goals.

Sterling graduated with a B.B.A. in Economics and a Minor in Business from the University of Texas at Austin. He remains actively involved in organizations that reflect his professional interests and personal values.

Mollie Deaconson is a Senior 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.

Rachel Dyche is an Analyst for the Family Office at Legacy Knight.  Prior to joining Legacy Knight, Rachel worked in marketing at Stream Realty Partners.

Rachel graduated from The University of Texas at Austin with a B.A. in Corporate Communication and a Minor in Business.

Cole Filley is a Real Estate Analyst at Legacy Knight. Prior to joining Legacy Knight, Cole served as a Commercial Real Estate Broker at The Retail Connection, where he was responsible for representing some the largest retail companies and landlords such as Costco, Amazon, Rosewood Properties and The Mark Cuban Company.

Cole earned a B.B.A. in Finance from the University of Oklahoma.

Claire Jacot is an Office Manager at Legacy Knight.

Prior to joining Legacy Knight, Claire earned a B.A. in Communication with a minor in Marketing from the University of Arkansas.

Karley Kampf is an Operations Coordinator for the Family Office at Legacy Knight. Prior to joining Legacy Knight, Karley worked in accounting at a privately held family office in the oil and gas industry.

Karley graduated from Southern Methodist University with a B.A. in Communications and a Minor in History.

Brittany Karl is a Tax Strategist for the Family Office at Legacy Knight. Prior to joining Legacy Knight, Brittany worked at PwC in Dallas, Texas within the Personal Financial Services tax group.

Brittany graduated with a B.B.A in Accounting and with a Master in Professional Accounting from the University of Texas at Austin McCombs School of Business. Brittany is licensed as a CPA with the Texas State Board of Public Accountancy.

Ellie Martin is an Analyst for the Family Office at Legacy Knight.
Ellie graduated from Auburn University with a B.B.A. in Finance.

Eben Noverr is an Analyst at Legacy Knight. Prior to joining Legacy Knight, Eben worked as a Graduate Analyst for SMU’s Finance and Budgeting team.

Eben graduated from Southern Methodist University with a B.S. in Economics, a Master’s in Science of Finance, and a Master’s of Science in Accounting from the Cox School of Business.

Alex Pressler is a Senior 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. Alex is licensed as a CPA with the Texas State Board of Public Accountancy.

Sam Stelk is a Vice President at Legacy Knight. Prior to joining Legacy Knight, Sam worked as an Associate in Asset Management at MoxieBridge, where he managed and operated 2.5 million square feet of real estate across multiple Texas markets. Before MoxieBridge, Sam was a Senior Associate in the Advisory and Audit practices at KPMG in Dallas.

Sam graduated Cum Laude from the Baylor University Hankamer School of Business with a B.B.A in Accounting and a Master of Accountancy. Sam is a licensed CPA in the state of Texas.

Grace Raffaele is a Director of Client Reporting and Accounting for the Family Office at Legacy Knight.

Prior to joining Legacy Knight, Grace was an Audit Manager at PwC in Dallas, Texas, within the Asset and Wealth Management sector.

Grace holds a B.B.A. in Accounting and a Master of Accountancy from Baylor University. She is a licensed Certified Public Accountant with the Texas State Board of Public Accountancy.

Annie Stevens is an Operations Analyst at Legacy Knight. Prior to joining Legacy Knight, Annie worked as an Account Executive at CW33, where she sold and executed marketing campaigns.
Annie graduated from Baylor University with a B.A. in Marketing and a minor in Media Management.

Asher Waker is an Investment Analyst at Legacy Knight. Prior to joining Legacy Knight, Asher worked as a Financial Analyst at Waker Financial in Austin, Texas.

Asher graduated with a MS in Finance from the University of Texas at Austin McCombs School of Business and a BS in Chemistry with a minor in Business from the University of Texas at Austin College of Natural Sciences.

Ethan Williams is an Investment Associate at Legacy Knight. Prior to joining Legacy Knight, Ethan served as an Investment Analyst at Tolleson Wealth Management, where he was responsible for underwriting investments across both private and public markets.

Ethan earned a B.B.A. in Finance and a Masters of Science in Finance from the University of Oklahoma.