Amy Sabin is a Managing Director and Wealth Manager with Steward Partners. Amy and her team focus on helping business owners through a successful exit strategy when selling their business, and help wealthy families and individuals preserve and growth their wealth. Amy serves as the relationship manager and investment specialist for the group. Many of her clients have amassed their wealth in concentrated stock positions to which she applies her particular knowledge of monetization and diversification strategies, seeking to help them reduce their risk exposure and minimize taxation.

In addition to traditional asset allocation and portfolio management, the Wealth Managers at Valiant Private Wealth team may utilize customized hedging strategies that seeks downside protection and premium income. The Wealth Managers will help you maximize your earnings potential on cash and, when suitable, share the benefit that employing calculated leverage can offer a portfolio. Amy has over 30 years of financial advisory expertise, helping families to plan and achieve their financial goals. Her experience allows her to bring a practical, commonsense approach to working with clients, carefully educating them on matters of risk, while helping create prudent portfolio strategies. Her proficiency in dealing with the investment challenges and opportunities that significant wealth produces, was developed from experiencing 30years of market volatility and living through various economic cycles. Her investment management career began at one of the nation’s premier boutique investment banks in 1997, called Donaldson Lufkin & Jenrette (DLJ(. While at DLJ, she developed her proficiency to help preserve and grow wealth for the ultra-wealthy and learned to incorporate tax sensitivity and defensive positioning into portfolios.

She credits her integrity, coupled with the array of “best-in-breed” manager selection and “treating the client like a partner”, as the keys to her success. Amy began her financial services career at NationsBank in 1989, before joining Donaldson Lufkin & Jenrette in 1997. In 2002, she proudly joined the entrepreneurial firm of Bear Stearns and remained with them through the acquisition of the entity by JP Morgan. That firm became known as J.P. Morgan Securities.

A graduate of Southern Methodist University, Amy earned a B.A. degree in Marketing at the Cox School of Business. She and her husband Tom live in Dallas and her hobbies include exercising, community involvement/philanthropy and spending time with her family and friends. She has served on the Board of Governors for Northwood University and the Board of Trustees for the Catholic Campus Ministry of SMU. She holds 4 investment licenses, an AAMS degree and the Certified Exit Planning Advisor CEPA® certification.

Adam Gelmon is a Wealth Manager, Vice-President, and Partner at Steward Partners. Adam provides broad based support for his team’s wealth and portfolio management services, with a particular focus on client relationships. He regularly speaks with clients to answer their questions about securities and portfolio analysis, and performs financial analytics for wealthy families, high-net-worth individuals, corporate executives, retirees, and small business entrepreneurs.

On top of providing traditional asset allocation and portfolio management services, Adam’s team works with many clients who have accumulated concentrated stock positions in one or a few specific companies. As a key contact in every client relationship, Adam helps explain the various monetization and diversification strategies that can be used to help mitigate risk and exposure for those clients, and then works with Managing Director Amy Sabin to put those strategies into action.

Another area of focus is to help provide investment knowledge and advice to the younger, millennial cohort. This group of investors tend to be hesitant to invest, which is particularly troubling given the transition of companies from offering Defined Compensation (pension) to Defined Contribution (401k) retirement benefits. As a millennial himself, Adam hopes to share his expertise to this demographic to help them better understand the importance of investing for their future.

Adam joined Steward Partners in 2019 after seven years at J.P. Morgan Securities. Adam graduated with a B.B.A. degree in Finance from Northwood University in Dallas, where he was named a National Association of Intercollegiate Athletics (NAIA) Scholar Athlete recipient. When he isn’t working to build his career, he likes to play golf and travel.