Brian Sears is the CEO & Founder of Service Academy Capital Management, LLC (SACMGT). With over 20 years of experience in providing wealth planning and investment advice to individuals, institutions, and family offices around the globe, Brian decided to pursue his vision of creating a new type of wealth management firm in 2015.
SACMGT offers an advisory solution that starts with a trusting, communicative partnership with its clients. Portfolios are bespoke so that each client’s unique investment objectives are met with a customized solution. The firm’s structure is designed to offer outstanding service, avoid conflicts of interest, and provide transparency and accountability while delivering access to the best financial resources available.
Prior to forming Service Academy Capital Management, Brian was the co-Head of Barclays Wealth America with responsibility for the Western half of the United States. From 2007-2010, Brian was the Global Co-Head of Distribution and Product Development for Alternative Investments at Neuberger Berman in New York. He also spent more than 12 years as an Investment Advisor at Goldman Sachs, Merrill Lynch, and Lehman Brothers.
Before launching his financial career, Brian served with distinction in the United States Navy. As a Surface Warfare Officer, he served in Operation Desert Shield, Operation Desert Storm, and other overseas endeavors. Brian earned his commission upon graduating from the United States Naval Academy with a Bachelor of Science in Economics. As a midshipman, Brian was the President of his Class his and a member of the Honor Committee his sophomore, junior and senior year. He was also a member of the varsity ice hockey team and chosen by his class to be the commencement speaker. During his junior summer, Brian was assigned to the Naval Economics Analysis Branch of the Pentagon where he performed regressions analysis in support of fallen sailors from the USS Stark.
After serving as a Naval Officer, Brian attended Columbia University where he earned a Master’s in Business Administration with a focus on finance and International Business. During his final year of business school, Brian attended the Chinese University of Hong Kong while working in the Equity Capital markets group at Goldman Sachs, Asia.
Service Academy Capital Management cares deeply about the well-being of our clients, employees, community, and world at large. The Firm has a philanthropic mission of assisting U.S. Veterans and their families who find themselves in financial duress, offering pro-bono financial planning and advice to selected families. SACMGT also gives up to 5% of its top-line revenue to veteran-related charities.
Brian also serves on the Board of Directors of Entelligent, a company that uniquely leverages predictive analytics to integrate climate change risk, energy economics, and financial analysis to optimize portfolios and indices.
Len Ellis is a Principal and Senior Portfolio Manager at SACMGT. With more than 30 years of experience in the global capital markets, Len manages investment portfolios for clients, identifying opportunities and providing discernment across a wide range of asset classes and geographies. Len also advises corporate executives/insiders with concentrated stock positions, sometimes complicated by Rule 144, on tax efficient strategies to achieve diversification.
Prior to taking this leadership role with SACMGT, Len was Managing Partner and Founder of Mohawk Capital Advisors, an SEC registered investment advisory firm based in New York City that works with high-net-worth families.
Len’s extensive knowledge in derivatives positioned him to manage the options team at Renaissance Capital, a boutique investment bank based in Moscow (2011 – 2012). Prior to Renaissance, Len was a Managing Director of Capstone Global Markets, the broker dealer arm of Capstone Investment Advisors, a premier global, multi-asset volatility fund manager (2009 – 2011). From 2000 – 2009, Len was a Managing Director at Citigroup, where he was the Head of Equity Derivatives for the Americas. Len started his career at Bankers Trust Company in 1990 as an Analyst in the Merchant Bank, moved to Equity Derivatives in 1992, and managed the Equity Derivatives Trading Division from 1995 to 1999.
Len graduated Summa Cum Laude from the University of Pennsylvania in 1990, with dual Bachelor Degrees in Finance from the Wharton School and Mathematics from the College of Arts and Sciences. He is a member of the Phi Beta Kappa and Beta Gamma Sigma Honor Societies.
Len lives in New York City with his wife and two teenage daughters. He is an avid runner and triathlete.
Born and raised in Wichita, Kansas, Scott attended University of Kansas(KU) before moving to Texas in 1979. While attending KU, Scott was recruited to work for Southwestern Life Insurance Company. Scott then went to work for Conti Commodities as a commodities resource broker in Houston. Scott then joined Rauscher, Pierce, and Refsnes in Dallas, his career progressed and he was soon promoted to the senior position in risk management for the firms bond department where he evaluated bond positions in the firm's inventory for clients and ultimately ran the matched book and repo desk for Rauscher. In June of 1982 Scott was hired at Garvin Independent Municipal Brokers and was instrumental in opening and running branch offices for RW Smith and associates of Seattle, WA. and ACS Muni Brokers in Dallas, TX.
In 1988, Scott founded Associated Bond Brokers, Inc. As founder & CEO, Scott was responsible for overseeing all operations of the firm. Scott ran the firm until 2007 when he was presented with the opportunity to join Hayman Capital, a Dallas based hedge fund founded by Kyle Bass. Until 2010, Scott was the senior portfolio manager for Hayman Municipal Strategies, a subsidiary of Hayman Capital. Scott's responsibilities included establishing and maintaining client relationships and providing support for daily trading activities in the fund.
Scott Joined Service Academy Capital Management, LLC in the autumn of 2018.
Scott and his beautiful wife Cathy have been married 17 years. They are actively involved in philanthropy and their church. In their spare time they love to travel and play golf.
Lisa Parker is the Chief Marketing Officer for Service Academy Capital Management. Having dedicated her career to improving client experience across a number of different platforms, Lisa’s strengths and experiences include business development, corporate strategy, client relationship management, communications, marketing, and finance. She has achieved notable success in the worlds of finance, philanthropy, media, and sport.
Lisa was recruited to a position as a high net worth advisor with Goldman Sachs and has held other private banking and executive positions at companies like Bank of America, Rigel Capital, and the End Poverty Foundation. Most recently, she has acted as a consultant in business strategy and financial marketing.
As a Samuel Bronfman Fellow at Columbia Business School, Lisa received her MBA with a full fellowship. She spent a semester in Hong Kong as a Chazen Institute Scholar and also interned part-time at CNBC Asian Business News. Lisa obtained a MS from Columbia Journalism School, focusing on television production and covering stories in Harlem. Prior to her finance career, Lisa worked at Universal Studios in film production. She also held roles as a television producer and on-air reporter covering feature news stories.
Lisa attended Yale University and obtained a B.A. in English. In addition to the classroom, Lisa displayed her prowess on the court by being a member of the varsity squash and junior varsity tennis teams. Lisa is a dedicated parent to three sons and volunteers in a variety of capacities. She has served on or headed various nonprofit boards focusing on foster care, the arts, philanthropy, and education.
Barron recently joined SACMGT and will be overseeing the company’s philanthropic efforts to provide wealth management services to veterans and their families.
Barron completed his MBA at Texas A&M with a focus on Finance and Investing and has served in multiple organizations, leading teams in commercial management, business intelligence, and operations management.
Barron is a 2007 graduate of the US Air Force Academy in Colorado Springs, where he was a soaring instructor pilot, teaching other cadets to fly unpowered aircraft. After graduation Barron served as an Air Force officer for 5 years in Alaska, Utah, and Iraq negotiating multi-million dollar contracts for construction projects, base supplies & materials, and deployed security services.
Born in Dallas and raised in Athens, TX, Barron chose to return to Dallas in 2016. He lives with his fiancé in University Park. They have a black lab (Doc) and a Llewellyn Setter (Brody) and enjoy spending time at their ranch in Athens. Barron is passionate about the outdoors, wildlife, hunting, and fishing. He is also a real estate investor, beekeeper, and private pilot with ~500 hours, most of them flying the Alaskan bush. Barron is a volunteer board member of Park Cities Quail Coalition and has volunteered with the Dallas Safari Club Conservation Society.
Parker Dixon is an Associate Analyst at SACMGT and brings top-notch financial analysis skills to our high net worth clientele and their portfolios. Parker is also developing proprietary options trading and operational systems for SACMGT that offer better efficiency and client outcomes. Parker is taking a gap year from Princeton University, where he is on track to graduate in the spring of 2022. His degree is in Operations Research and Financial Engineering and he has been taking classes involving Economics, Statistics, Financial Mathematics, Regression Analysis, Optimization, and Probability.
At Princeton, Parker was a starting varsity player all four years and Captain of the Princeton University Men’s Volleyball team his final year. He helped lead his team to win their conference for the first time since 1998. His senior season, Parker received the Morgan McKinzie Award, a recognition given to a member of the Princeton Volleyball team who exemplifies sportsmanship, leadership, integrity, superior performance, and stamina. Parker also had the opportunity to represent the USA at the World University Games in Italy in 2019.
Born in Tulsa, OK and raised in Dallas, TX, Parker attended St. Mark’s School of Texas and graduated with a 3.87 GPA and Honor Role recognition.