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.
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.
Braden Givens
Associate Wealth Advisor
As an Associate Wealth Advisor, Braden works daily on financial plan optimization and has a deep passion for each client's long-term success. Braden is a Certified Financial Planner, CFP ® professional, and holds his Texas Life & Health Insurance license. Outside the office, Braden enjoys golfing, fishing, and cheering on Texas Tech Red Raiders athletics. He and his wife, Madison, reside in Fort Worth.
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.
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.