News & Events

 
 

News & Events

 
 

Latest News

February 2015

Covenant expands wealth management firm to Oklahoma City

Covenant expands its growing wealth management company to four locations, with current offices in Dallas, San Antonio, Austin and now Oklahoma City.

December 2014

Covenant opens office in Austin, Texas

With offices located in San Antonio and Dallas, Covenant opens its third office in Austin, bringing aboard Stefan Whitwell as a Wealth Advisor.

November 2014

John Keeton Recognized by University of Houston

John has an MS in finance from the University of Houston where he graduated with honors, receiving the top student award in the MS finance program. The University of Houston recently recognized John’s accomplishments in a story published in Inside Bauer: From Teenage Investor to High-Wealth Manager.

September 2014

Justin Pawl appointed to the Briscoe Western Art Museum Board of Directors

Covenant Partner and Chief Investment Officer, Justin Pawl, has been appointed to the Briscoe Western Art Museum Board of Directors and will also serve on the Finance Committee.

March 2014

Brian Garrison elected to Board of Directors for SpawGlass

Covenant Chief Compliance Officer and Chief Operating Officer, Brian Garrison, has been elected to serve on the Board of Directors for SpawGlass. The commercial construction company is based in San Antonio with offices in major cities throughout Texas.

Awards

Top 10 Financial Planning Firms in San Antonio

San Antonio Business Journal

2012-2013, 2016-2019

Top Money Management Firms in San Antonio

San Antonio Business Journal

2016-2018

Top RIA

Financial Advisor Magazine

2012-2018

Top 25 North Texas Wealth Management Firms

Dallas Business Journal

2016-2018

300 Top Registered Investment Advisors

Financial Times

2014-2017

America's Top 1,200 Financial Advisors - No. 14 in Texas

Barron's

2015-2017

Top Wealth Manager in Dallas

D Magazine

2015-2017

Best Places to Work

San Antonio Business Journal

2016-2017

Corporate Philanthropy & Nonprofit Award

San Antonio Business Journal

2016

Five Star Wealth Manager

Texas Monthly

2011-2016

Upcoming Events