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This profile was last updated on 7/8/14  and contains information from public web pages and contributions from the ZoomInfo community.

Vice President Advisory Services

Greenbelt Investment Advisors LLC
4611 Bee Caves Road Suite 305
Austin, Texas 78746
United States

 
Background

Employment History

Education

  • B.A. , Psychology
    Trinity University
  • MBA
    University of Texas at Austin
12 Total References
Web References
Associates : Greenbelt Investment Advisors, LLC
www.greenbeltadv.com, 8 July 2014 [cached]
Donald Hurwitz
Vice President-Advisory
Success Story: Evolve Bank and Trust
www.PanTerranetworks.com, 15 April 2011 [cached]
Donny Hurwitz, Evolve President, recognized their ability to continue to raise their service bar was being hindered by their technology limitations. Additionally, new communications methods such as instant messaging, text messaging, desktop collaboration and web conferencing were being requested by clients and staff. Donny realized that in order to deliver top notch services Evolve needed competitive unified communication tools. These tools would enable his company to increase its communications reach, improve customer responsiveness and ensure rapid staff adoption of these new mediums of communication.
...
Donny Hurwitz, President, Evolve Securities
Home
www.pgiaustin.com, 5 Feb 2005 [cached]
Donny HurwitzPresident, Treaty Oak Securities Corp.& Treaty Oak Investment Advisors, Inc.E-mail
Donny Hurwitz, President of Treaty Oak Securities Corp. and Treaty Oak Investment Advisors, Inc.
Donny provides financial advisory services for business owners, entrepreneurs, professionals, retirees, and families.
After a long career as an entrepreneur in various industries, Donny spent over 6 years at Morgan Stanley serving in various capacities including branch manager in their North Austin office, financial advisor, and retirement planning specialist.Donny also was responsible for training new financial advisors in both Austin offices.
From 1987-1997, Donny served as President and CEO of Askin, Inc., a firm specializing in consulting for the retail and hospitality industry.From 1976 - 1987, Donny served as President and CEO of Abor, Inc., a holding company with various subsidiaries doing business in the areas of recreation, retail, manufacturing, advertising, and real estate.
After graduating from Trinity University in 1975 with a B.A. in Psychology, Donny served as marketing and business development officer for First National Bank of San Antonio . Donny earned his MBA from the University of Texas at Austin in 1993.Donny currently holds Series 7, 9, 10, 31, 63, and 65 licenses as well as Group I insurance license.
Donny has served as a City Council Member for the City of Sunset Valley, Texas, the Governor's Select Committee on Small Business, and President of the Texas Bowling Centers Association.Donny co-founded the foundation of the TBCA which has provided scholarships for youth bowlers across the state of Texas since 1986.
getevolved.com - Evolve's second Texas acquisition in two years
www.evolvefinancialgroup.com, 19 Oct 2007 [cached]
From the AFS perspective, the attraction of Evolve was its expertise and products in the area of trust services, says Donny Hurwitz, president of AFS. Hurwitz will remain president of AFS Investment Advisors, but will also have a senior management role on the brokerage side with Evolve that has yet to be determined. At their core, financial advisers help clients establish plans and strategies for their wealth after they die. Good trust services make that job easier. "It's good to put in an estate plan a trust option that's not overly expensive," Hurwitz says. "Evolve Trust has a very reasonable price schedule."
Hurwitz was one of the founders who bought the AFS broker/dealer license in 2004 and moved the firm from Denver to Austin.
"Austin is a venture (capital) mecca," he says. "There's a lot of folks doing stuff. Wherever there's money, people try to do deals." AFS has about a dozen employees in its Austin office and Hurwitz thinks there will be no jobs cuts because of the acquisition. The client base of AFS is all over the board and represents the demographics of AFS' independent agents, he says. "Clients are the average customers to large CEOs," he says. "It's really a function of the representative.
Donald Hurwitz : Greenbelt Investment Advisors, LLC
www.greenbeltadv.com, 7 Sept 2012 [cached]
Donald Hurwitz
Vice President-Advisory
Phone:(800) 617-3900 Fax:(512) 687-3099 Mobile Phone:Cell (512) 917-9054
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