Mosaic Advisors Employee Directory
Mosaic Advisors corporate office is located in 3773 Richmond Ave Ste 700, Houston, Texas, 77046, United States and has 11-50 employees.
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Employees by Department
Departments
Number of employees
Operations
10
Finance
8
C-Suite
2
Information Technology
1
Marketing
1
Legal
1
Human Resources
1
Mosaic Advisors CEO
Key Employees of Mosaic Advisors
Mosaic Advisors Global Presence
| Location | People at location |
| North America | 11-50 |
| Asia | 1-10 |
Index of contact profiles from Mosaic Advisors
- Family Operations Coordinator
- United States , Texas , Houston
- Managing Director
- United States , Texas , Houston
- Head of People & Culture
- United States , Texas , Houston
- Management Consultant
- United States , Texas , Houston
- Co-Founder
- United States , Texas , Houston
- Partner
- United States , Texas , Houston
- Planning Analyst
- United States , Texas , Houston
- Firm Operations
- United States , Texas , Houston
- Family Operations
- United States , Texas , Houston
- Partner
- United States , Texas , Houston
- Senior Estate Tax Strategist
- United States , Texas , Houston
- Investment Analyst
- United States , Texas , Houston
- Family Operations
- United States , Texas , Houston
- Equity Research Analyst
- United States , Texas , Houston
- Family Operations Integrator
- United States , Texas , Houston
- Planning Strategist
- United States , Texas , Houston
- Strategy Head of Portfolio
- United States , Texas , Houston
- Consultant
- United States , Texas , Houston
- Manager, Income Tax Process
- United States , Texas , Houston
- Portfolio Analyst
- United States , Texas , Houston
- Client Operations Coordinator
- United States , Texas , Houston
- Client Operations
- United States , Texas , Houston
- Plant Operator
- United States , Texas , Houston
- Senior Investment Operations Analyst
- United States , Texas , Houston
- Director, Operations
- United States , Texas , Houston
Former Employees at Mosaic Advisors
Explore people who held key positions, contributed to Mosaic Advisors's success, and advanced their careers.
Chief Executive Office... at Minuteman Medical
Worked as Portfolio Manager
at Mosaic Advisors (2018-2020)
Associate Director, Cl... at Vernal Point Advisors
Worked as Client Operations Analyst
at Mosaic Advisors
Founder & President at Meadow Park Church
Worked as Director, Investments
at Mosaic Advisors (2021-2021)
Client Services Associ... at LifeBridge Financial G...
Worked as Client Manager
at Mosaic Advisors (2018-2024)
Chief Investment Offic... at Oak Harvest Financial ...
Worked as Chief Investment Officer
at Mosaic Advisors (2014-2017)
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People from Similar Companies in the Finance Industry Located in Texas, United States
Frequently Asked Questions Regarding Mosaic Advisors Employees
Mosaic provides comprehensive advisory services to entrepreneurial families in Texas with significant illiquid assets, such as operating companies and real estate. The firm operates on a flat-retainer model, aligning its financial incentives with the success of its clients, thereby reducing conflicts of interest. Mosaic specializes in addressing co... Read More
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