Vanessa McElwrathTrustee | Austin, Texas
As a wealth advisor and financial planner, Vanessa assists individuals, families, and non-profits to develop long-term investment strategies based on Nobel-prize winning research. Vanessa sees her role as her clients’ chief financial officer – someone who can view their financial situation with the perspective needed to help them make smart financial decisions that are aligned with their goals and values. Her passion for economic security leads her to frequently speak on topics including the science of investing, the women’s retirement gap, and the value of conflict-free financial advice. Vanessa is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®). She graduated with a Bachelor of Business Administration and Master of Professional Accounting from the University of Texas at Austin.
Vanessa is currently a Wealth Management Partner at Maxwell Locke & Ritter in Austin. Previously, she gained experience at Dimensional Fund Advisors, a global investment management firm. Her background in providing capital markets research, regression analysis, and multi factor-based portfolio theory has enabled her to help individuals, families, and institutions design portfolios and plans to achieve their financial goals.
Outside of work, Vanessa is active in her community. She currently serves on the Elizabeth Ann Seton Board. Previously, she spent time on the boards of Preservation Austin, the Ballet Austin Guild, and KIPP Texas Public Schools.
Vanessa lives in Austin, TX with her husband Mac, sons McCammon and Holden, and their yellow lab Boone.