MEET THE TEAM
Your Personal CFO Team
Our team approach ensures you, your investments, and your dreams are tended to with the utmost skill and care. And we work closely with your accounting and legal professionals, too, making managing your wealth a seamless process. No one client, goal, or success story is alike, which means every approach must be tailored to the individual or family. As your personal CFO, you get our proactive methodology and tested strategies, combined with our Wall Street sophistication, Southern hospitality, and our unique understanding of your situation and needs.
Joshua A. Rudd
President, Principal Wealth Advisor
Joshua A. Rudd, STYRE'S Founder and Chief Investment Strategist, started in the financial services industry in 1999. He began his professional career in investments as a securities trader with the Associates First Capital Corporation in Las Colinas, Texas, where he was responsible for negotiating and executing trades in short-term money market securities. He then joined a Fort Worth based consumer finance company as a Financial Analyst in their corporate treasury department, where he specialized in securitization and liquidity analysis. Prior to founding The Rudd Company, LLC, he spent 7 years as a financial advisor with a large international investment firm, where he advised individual families in investment management and assisted small to medium size businesses in retirement plan selection and management. He served in a mentor and training leadership role and received numerous leadership awards.
STYRE Wealth was founded in 2009 based on the principle of providing high quality wealth management and financial consulting that is customized for each family or business. Mr. Rudd is the architect of the firm's client experience and investment management strategies. He graduated magna cum laude with a degree in finance from The University of Texas at Arlington and earned an MBA from The McCombs School of Business at The University of Texas at Austin. He also earned the Accredited Asset Management Specialist certification from the College of Financial Planning in 2005. In 2018 He received the "40 Under 40" a prestigious regional awards program in the Dallas-Fort Worth area that celebrates business leaders, executives, and innovators under the age of 40 for their career accomplishments and community contributions.
Josh is active in Fort Worth and Parker County communities. He enjoys spending time outdoors with his family, providing financial coaching with various non-profit organizations, and is passionate about raising "money smart" children. He currently resides in Cresson, Texas, with his college sweetheart and is a father of six.
Joseph Donaldson
Capital Markets Analyst
As a Capital Markets Analyst, Joe supports STYRE’s trading and research functions. He graduated with distinction from Hendrix College, where he was a captain of the tennis team. He earned his Master’s of Science in Finance from the University of Arkansas at Fayetteville. In his free time, he enjoys rooting on the Razorbacks or playing pickleball.
Diane Gagne
Accounting
As an Accounting Specialist, Diane brings with her 35+ years of financial management experience. She brings a detail-oriented approach to complex financial data and contributes to the smooth execution of our investment operations. In her spare time Diane enjoys gardening and traveling.
Jennifer Rudd
Recruiting/ Special Projects
Jennifer Rudd has been a part of STYRE Wealth since the firm’s inception in 2009, serving in a variety of leadership and operational roles throughout the organization. Her areas of focus have included human resources, recruiting, marketing, and special projects, where she has helped support the firm’s growth, culture, and client experience over the years.
In addition to her operational responsibilities, Jennifer also oversees property management and office design, helping create welcoming and functional environments that reflect the firm’s values and commitment to excellence.
Jennifer earned her Bachelor’s degree in Business from the University of Texas at Arlington, with a concentration in Marketing and Business Management. She brings a strong combination of organizational leadership, creativity, and strategic insight to the STYRE Wealth team.
William Rudd
Investments Associate
William “Will” Rudd is a graduate from the University of Oklahoma with a Bachelor’s degree in Finance. During his time at OU, he was selected as a member of the university’s Student Investment Fund, where he gained hands-on experience in investment research and portfolio analysis.
Will has been part of the STYRE Wealth team since 2019, serving in a variety of roles across the firm. In 2024, he expanded his responsibilities in back-office operations and investment research while completing his final years of college. His years of experience within the firm have provided him with a strong operational foundation and a deep understanding of the client experience.
As he begins advisor training, Will is focused on continuing to grow his industry knowledge while building meaningful relationships with clients. He brings a fresh perspective, strong work ethic, and enthusiasm for helping individuals and families pursue their financial goals.
Are you driven to help others navigate success?
Styre is always on the lookout for top finance talent. Please submit your resume and cover letter to be considered for our personal CFO team.