Experienced
o Managed by a tenured, trusted team with an average of 25 years experience
Nimble
o An actively-managed approach designed to navigate complex and evolving markets
Proven
o A track record with some of the world’s most distinguished institutional clients and financial institutions1
Independent
o Privately owned and independent
WHO WE ARE
Innovative ∙ Forward-Looking ∙ Alpha-Generating
A single question guides NexBank Wealth Advisors: What do clients really need? In a complex, uncertain world, we believe clients seek a proven investment approach and performance that isn’t eroded by excessive fees – not an industry behemoth with its own best interests at heart.
Seeking alpha through an active approach
Our Approach
We seek to deliver clients alpha through both active asset allocation (please see our white paper) and our unique ability to source alternative investments through the power and experience of our affiliates. We believe this approach is a truly unique wealth-management solution, and one well-equipped to deliver in complex times.
Additionally, by drawing on our network of affiliates, we can provide investors access to exciting institutional-quality co-investment opportunities. These are designed to complement clients’ core portfolio and to protect and grow your family’s wealth.
Our Leadership

JAMES DONDERO, CFA, CPA, CMA
Founder and Portfolio Manager

MIKE HURLEY, CMT
Portfolio Manager

BRAD HEISS, CFA
Portfolio Manager

SVETLANA KOUZMENKO
Director of Operations
1) The track record relates to NexBank Wealth Advisors and its affiliates.