AT A GLANCE

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

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LEGAL NOTICES

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
Bio
James Dondero, CFA, CPA, CMA is a member of the Investment Committee and Portfolio Manager for NexBank Wealth Advisors, where he is responsible for the day-to-day management of the alternative / affiliated portion of the portfolio. He is also Co-founder and President of Highland Capital Management, L.P. Mr. Dondero has over 30 years of experience in the credit and equity markets, focused largely on high-yield and distressed investing. Under Mr. Dondero’s leadership, Highland has been a pioneer in both developing the collateralized loan obligation (CLO) market and advancing credit-oriented solutions for institutional and retail investors worldwide. Highland’s product offerings include institutional separate accounts, CLOs, hedge funds, private equity funds, mutual funds, REITs, and ETFs. Mr. Dondero is the Chairman and President of NexPoint Residential Trust, Inc. (NYSE:NXRT), is Chairman of NexBank Capital, Inc., Cornerstone Healthcare Group Holding, Inc., and CCS Medical, Inc., and a board member of Jernigan Capital, Inc. (NYSE:JCAP), and MGM Holdings, Inc. He also serves on the Southern Methodist University Cox School of Business Executive Board. A dedicated philanthropist, Mr. Dondero actively supports initiatives in education, veterans affairs, and public policy. Prior to founding Highland in 1993, Mr. Dondero was involved in creating the GIC subsidiary of Protective Life, where as Chief Investment Officer he helped take the company from inception to over $2 billion between 1989 and 1993. Between 1985 and 1989, Mr. Dondero was a corporate bond analyst and then portfolio manager at American Express. Mr. Dondero began his career in 1984 as an analyst in the JP Morgan training program. Mr. Dondero graduated from the University of Virginia where he earned highest honors (Beta Gamma Sigma, Beta Alpha Psi) from the McIntire School of Commerce with dual majors in accounting and finance. He has received certification as Certified Public Accountant (CPA) and Certified Managerial Accountant (CMA) and has earned the right to use the Chartered Financial Analyst (CFA) designation.
MIKE HURLEY, CMT
Portfolio Manager
Bio
Mike Hurley, CMT is a member of the Investment Committee and Portfolio Manager for NexBank Wealth Advisors, where he is responsible for the day-to-day management of the liquid, ETF portion of the portfolio. He also serves as the Chief Market Strategist for Highland Capital Management, joining the firm in 2011 as a sub-advisor and prior to that served as a Portfolio Manager of the Fusion Global Long/Short Fund (FGLSX) from its inception in September 2007 to November 2008. That fund posted a positive return in 2008 and won the Lipper Performance Achievement Award in the Long/Short category (ranked #1 of 90). Prior to launching FGLSX he served as Chief Technical Strategist for several boutique research firms, including: M.S. Howells & Co., Sound View Technology Group and E*Offering (The Investment Bank of E*TRADE). From 1986 to 1994 he served as a commissioned officer in the United States Navy, where he flew over 50 combat missions during Operation Desert Storm, earning two Air Medals. Mr. Hurley is a graduate of the University of California, Santa Barbara where he received B.A. degrees in both Business Economics and Chemistry. He is Series 7, 63 & 65 licensed and is a Chartered Market Technician (CMT).
BRAD HEISS, CFA
Portfolio Manager
Bio
Brad Heiss, CFA is a member of the Investment Committee and Portfolio Manager at NexBank Wealth Advisors.  He is also a Managing Director at Highland Capital Management Fund Advisors where he is the Financial Sector Head and Co-Portfolio Manager for the Highland Long/Short Equity Fund. He has over 15 years of financial services experience including 12 years within long/short equity strategies. Prior to joining Highland in July 2013, Mr. Heiss spent three years as a Senior Analyst and Partner at Varna Capital where he was a Generalist covering multiple sectors for the long/short equity hedge fund. Prior to Varna, Mr. Heiss spent three years as an Analyst at Maverick Capital where he covered the U.S. Financial Services sector for the $10 billion long/short equity hedge fund. Mr. Heiss began his career at Goldman Sachs in New York, first as a Senior Analyst in the Finance Division and later as an Investment Banking Analyst in the Financial Institutions Group. Mr. Heiss holds a BBA in Finance from the University of Miami and has earned the right to use the Chartered Financial Analyst (CFA) designation.
SVETLANA KOUZMENKO
Director of Operations
Bio
Svetlana Kouzmenko is a Director of Operations at NexBank Wealth Advisors. Prior to joining in July 2017, she was a Portfolio Analyst for five years at True North Advisors. In her role there, Ms. Kouzmenko was responsible for managing over $400MM in assets, improving the firm’s internal processes, and implementing the Envestnet Tamarac Platform, which enables efficient and nearly automated portfolio management. Previously at True North Advisors, she served as a Data and Financial Analyst, auditing key financial projects and improving the firm’s revenue collection process. Ms. Kouzmenko received a BBA in Finance, BS in Economics with Financial Applications, and MA in Applied Economics from Southern Methodist University.

1) The track record relates to NexBank Wealth Advisors and its affiliates.