Connie Mack - RIA Advisors
Professional Overview:
Connie Mack is the President and Founder of RIA Advisors, an investment advisory firm located in Houston, Texas. Established in November 2009, RIA Advisors oversees more than $600 million in assets under management and has rapidly grown under Connie's leadership to become one of the fastest-growing investment boutique firms in the Greater Houston area.
Professional Experience:
Connie Mack began his career in the financial services industry as a Financial Consultant with Charles Schwab in 2000. He was responsible for developing new accounts and assisting existing account holders. In 2002, he was promoted to Vice President-Client Consultant at Schwab, managing more than $250 million in accounts for high-net-worth clients.
Certifications and Education:
- Accredited Investment Fiduciary (AIF®)
- Accredited Asset Management Specialist (AAMS®)
- Certified Financial Planner (CFP®)
- Chartered Retirement Plans Specialist (CRPS®)
- Group One Insurance
- Education: Bachelor’s of Science in Finance and Marketing from Fordham University, New York
Management and Services:
Connie holds multiple roles at RIA Advisors, including:
- Chief Operations Officer
- Chief Compliance Officer
- Investment Strategy Leader (Oversees the investment strategies and the investment committee)
His leadership ensures clients are provided with a broad scope of financial services including asset management, retirement planning, 401K programs for businesses, and Social Security optimization.
Community Involvement:
Connie has been actively involved in community support activities, notably serving as the Co-Chair of Career Gear Houston, a nonprofit organization that assists former military servicemen, former inmates, and others with transitioning into the workforce.
Team and Company Growth:
Under his guidance, RIA Advisors has expanded to include a team of seven financial professionals. The firm offers a range of financial services and educational tools, catering to families, individuals, and businesses.
Client Interaction:
Connie personally engages with clients as their financial advisor, providing customized financial guidance and leveraging his comprehensive experience in the industry to help clients achieve their financial goals.
Personal Background:
- Hometown: La Marque, Texas
- Residence: Pearland, Texas
- Family: Lives with wife Candice and daughter Camya.
- Interests: Enjoys college and professional basketball. Served as captain of Fordham University’s basketball team and played professionally in Mexico and Venezuela.
Relevant Links:
Professional Profiles:
- [Connie Mack on LinkedIn](https://www.linkedin.com/in/connie-mack-79670712)
- [Connie Mack at RIA Advisors](https://realinvestmentadvice.com/investing/your-team/connie-mack/)
Company Profiles:
- [RIA Advisors Overview | SignalHire](https://www.signalhire.com/companies/ria-advisors)
- [RIA Advisors on LinkedIn](https://www.linkedin.com/company/ria-advisors)
Connie Mack leverages his extensive knowledge and strategic skills to effectively manage and grow RIA Advisors, delivering top-notch financial advisory services to a wide array of clients. His leadership acumen and commitment to high standards have established the firm’s reputation in Houston’s financial services industry.
