Investment Analyst

Braden Wallace

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Braden Wallace

Investment Analyst 

B.B.A Finance – University of Baylor 

Braden Wallace serves as the investment analyst at Finial Group. As a member of the investment team, Braden works to build and maintain relationships with new and current investors and lenders, develop capital strategy, manage existing investments and lead the underwriting process for new opportunities.

Prior to joining Finial Group, Braden Worked at Morgan Stanley in Houston as a Wealth Advisor where he specialized in wealth planning strategies and portfolio analysis. He has over 5 years of experience in in Finance including practice in private equity and wealth management, with a focus in financial modeling.

Originally from Houston, Braden graduated from the University of Baylor’s Hankamer School of Business with a Bachelor of Business Administration in Finance. While at Baylor, he was a member of the Baylor youth ministry team where he volunteered at local churches and afterschool programs in the surrounding community. Braden currently resides in Houston with his two dogs and is a member of Houston’s First Baptist Church.