Robert M. Wyrick, Jr. brings a long history and understanding of the investment markets to Post Oak's clients across the country.

Beginning his career as an intern with Oppenheimer & Co., Robert quickly developed a passion and talent for investing.   Robert received his formal training at the prestigious firm of Underwood, Neuhaus and Company where he trained and worked in all aspects of institutional investment management and began to understand the value of protecting portfolios in much the same way insurance companies hedge-risk.

A student and practitioner of the advanced principals of portfolio management, Robert has devoted his career to the refinement of using protective hedges as a means of preserving capital in difficult markets.  " I advocate low-cost participation in the market, with a small protective hedge to guard against catastrophic losses. The concept of more risk equaling more reward is simply not true across a full market cycle", says Robert.  

He is dedicated to prudent risk management and has devoted much of his twenty-five year career to developing innovative and simple portfolio management solutions. As former President and Lead Portfolio Manager for a national investment advisory firm, Robert has successfully guided investors and advisors through market turbulence for years. He has the experience, skill and knowledge to provide the guidance investors are looking for.

It is Robert’s experience, passion and dedication to developing cutting-edge portfolio management solutions that makes him a uniquely qualified investment manager. 

Donna offers particular expertise in creating plans that mitigate risk and guide our clients through retirement. Her focus on distribution planning and tax efficiency makes her financial work unique to the industry.  What Donna enjoys most is “creating a true and successful written financial plan for each client, and to help ensure the plan’s success through specialized risk management.”

Donna believes in the importance of educating clients on risk management. “We are proud to have been operating in a fiduciary role for each client long before this became a popular catch phrase,” she explains. “This holds us to a particular standard. We know what it takes to create a long-term, successful plan for each client.”

With over 20 years of blue-chip experience, Donna has helped guide employees from many of the country’s biggest employers through successful transition and retirement.  Her technical knowledge, passion and attention to detail is reflected in every individualized plan she creates for Post Oak’s clients.

Donna’s understanding of the principles of advanced risk management, coupled with planning expertise makes her advice invaluable.

When Donna has time away from the office she enjoys gardening and boating.

Samir Sinha began his investment career at Sanford C. Bernstein where he was a research analyst covering the chemical sector. In this role, he developed strategic valuation models that selected stocks based on various metrics and utilized these models to advise clients on optimal stock selection. This was followed by an equity analyst role at AIM Management (now Invesco) where he was involved in stock selection, portfolio management, and trading decisions across all sectors and all geographies and involved in the management of $31 billion in assets.

Samir later formed Mockingbird Holdings, where he successfully managed a long/short equity portfolio, and then evolved into participating in private transactions as well as investing in outside managers with specific expertise in opportunistic investments.

Most recently, Samir has been involved with two firms managing approximately $1.2 billion where he was a key member of the investment committees charged with determining optimal asset allocations, setting investment policy, and managing multi asset portfolios.

Samir holds a Bachelor of Science degree in Chemical Engineering from Columbia University’s School of Engineering & Applied Science. He is also a CFA charter holder and a member of the Houston Society of Financial Analysts.

Travis Turel has received his BA in Economics and History from Willamette University and has been in the financial services industry since 2003.  

Prior to joining Post Oak Private Wealth Advisors, Travis worked with a broad scope of private and corporate clients with Charles Schwab, and was most recently a Principal with a specialty energy fund. He is a Five Star Wealth Manager as listed in Texas Monthly Magazine, and has been featured on Houston’s ABC NEWS Channel 13.

A resourceful and highly competent manager, Travis' strength is in providing concise and high-level analysis and building long standing relationships with his clients.  He is well versed in all equity management strategies with particular expertise in advanced risk management.

Originally from Oregon, he enjoys the outdoors and spending time with his friends and family.  Travis earned his a private pilots license in 2004.