Brown Brothers Harriman Adds Wealth Management and Multi-Family Office Team in Houston

Brown Brothers Harriman & Co. (BBH) is pleased to announce the expansion of its Wealth Management and Multi-Family Office team in Houston with the hiring of Matthew Summers and Matthew Moncrief.

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Retrieved on: 
Tuesday, March 19, 2024
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Consulting, Personal Finance, Professional Services, Philanthropy, Other Philanthropy, Asset Management, Data Analytics, Other Professional Services, Foundation, Thought Leadership, Finance, Salient Partners, Growth, Customer, Ianni, Partnership, Wealth management, Executive officer, Acquisition, BBH, Multi-family office, Brother, Financial services
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UNITED STATES, NORTH AMERICA, TEXAS, HOUSTON
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BROWN BROTHERS HARRIMAN, BROWN BROTHERS HARRIMAN & CO.
Summary
Key Points: 
  • Brown Brothers Harriman & Co. (BBH) is pleased to announce the expansion of its Wealth Management and Multi-Family Office team in Houston with the hiring of Matthew Summers and Matthew Moncrief.
  • The expansion of the team also reflects the growth of the BBH business in Houston and across the state.
  • Both Matthew Summers and Matthew Moncrief have joined as Managing Directors on the Relationship Management team.
  • The team at BBH continues to deepen its ties and commitment to the Houston community and takes its civic engagement seriously.


Brown Brothers Harriman & Co. (BBH) is pleased to announce the expansion of its Wealth Management and Multi-Family Office team in Houston with the hiring of Matthew Summers and Matthew Moncrief. These key hires demonstrate the firm’s deep commitment to Houston and Texas, its private business owners, families, and local endowments, foundations, and non-profit institutions. The expansion of the team also reflects the growth of the BBH business in Houston and across the state.

Both Matthew Summers and Matthew Moncrief have joined as Managing Directors on the Relationship Management team. In their roles, they serve as trusted advisors to ultra-high-net-worth individuals and their families for their investing, wealth planning, and banking needs. Additionally, both have significant experience working with business owners, foundations, and endowments. Matt and Matt continue their 12-year partnership at BBH, bringing extensive experience in wealth advisory to the firm. Prior to joining BBH, both were Client Advisors at Hightower Advisors and before that, Salient Partners.

“Having professionals of the caliber of Matt and Matt join our wealth management team is a testament to our commitment to serving the needs of high-net worth individuals, private business owners, and institutions in Houston and across Texas and the South,” said Bill Hyder, Partner and Head of the Southeast Region at BBH. “We are pleased to enter this next chapter of growth for BBH in the Houston market, executing on our mission to be the preeminent trusted advisor in this region.”

Having long been active in the Houston market, BBH opened its office in Houston in 2021 with the hiring of Ianni Palandjoglou, Managing Director in its Corporate Advisory and Lending practice. Ianni works extensively with private businesses and their owners, providing objective advice and capital.

The team at BBH continues to deepen its ties and commitment to the Houston community and takes its civic engagement seriously. These BBH professionals sit on various boards and are actively engaged in philanthropic activities across the region.

About Brown Brothers Harriman

BBH is a privately held financial institution that has been a thought leader and solutions provider for over 200 years. Its culture of accountability fosters deep and lasting relationships built on commitment, adaptability and trust. The company’s singular focus is helping our clients achieve their vision of success for their families, wealth and businesses. We seek to build long-term relationships with each client on a foundation of trust, leveraging our perspective and experience as an investor, advisor, and capital provider for over 200 years to help clients accomplish their goals. We serve individuals, families, businesses, and institutions, offering Multi-Family Office, Corporate Advisory & Banking, Private Equity and Endowment & Foundation Management solutions. For more information, please visit www.bbh.com.

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