About M.C. Byrd Wealth Management
M.C. Byrd Wealth Management was founded over twenty five years ago to give independent wealth management advice to high net worth individuals, families and businesses. As fiduciaries, fulfilling our client’s desires is our main focus, and twenty five years of existence gives us a unique approach to wealth management that only experience can provide.
Meet the M.C. Byrd Wealth Management Team
Monte C. Byrd
FOUNDER AND PRESIDENT
Monte Byrd is the founder of M.C. Byrd Wealth Management, a Texas financial services firm serving families, private clients and businesses. Mr. Byrd has more than 31 years of experience in financial advisory services. He holds the Chartered Financial Consultant and Chartered Life Underwriter designations, as well being an Accredited Investment Fiduciary.
Monte received a B.B.A. in finance from Baylor University in 1986 and is a 20 year resident of Bellville, Texas. He is married to Cathy Byrd. His son Caleb graduated from Baylor University and received degrees in Real Estate and Entrepreneurship. His daughter Hannah graduated from Baylor as well and received degrees in international studies and Arabic.
Caleb G. Byrd
Caleb is a Financial Consultant with M.C. Byrd Wealth Management. Mr. Byrd graduated from Baylor University in 2016 with degrees in Real Estate and Entrepreneurship and holds the Series 65 License. In his free time he enjoys photography and non-fiction books. He lives in Katy, Texas.
Edith Moreno is an Executive Assistant with the M.C. Byrd Wealth Management.
Ms. Moreno’s prior work experience includes 4 years as a Printing Office Executive Assistant. She also graduated from Waller High School as a Texas Scholar graduate and has earned an associate degree in liberal arts. She is fluent in both English and Spanish. Edith handles compliance within our firm and is responsible for coordinating projects and completing tasks that involve working with all levels of management and staff.
She came to work at M.C. Byrd Wealth Management in late 2016.
DIRECTOR OF OPERATIONS
Pete, based out of New York City, has 30 years of industry experience, most recently serving as Vice President in the area of client portfolio management, transitions and operations for Fidelity's NYC office, a role in which he managed special projects for client portfolios ranging from $20 million - $11 billion. Previous roles include work as a client analyst and trader for Abel Noser, ConvergEx, Goldman Sachs and The Bank of New York.