ADVISOR BIO

Victor Beck currently serves as Beck Capital Management’s Vice President of Investment Research, seeking outsized returns for clients by conducting robust fundamental analysis on equity and fixed-income assets. Victor is a CFA® charterholder. Victor graduated summa cum laude from Southern Methodist University in 2017 with Bachelor of Science degrees in Economics and Management Science, along with a minor in Mathematics. In 2021, Victor graduated from Rice University’s MBA program, concentrating in Finance and Real Estate. During his time at Rice, Victor served as an equity analyst and later as Chief Economist for the program’s student-led investment fund, the M.A. Wright Fund. Prior to his time at Beck Capital Management, Victor most recently served as a Banker and Advisor for J.P. Morgan’s Private Bank in Dallas, TX. Before his MBA career, he worked in a data analytics role for Ernst and Young’s Forensics unit. Victor lives in Austin and is a fan of college sports, physical fitness, live music, and global travel.

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Melanie A. Johnson is an investment advisor representative at Beck Capital Management LLC. Melanie has been with the firm since March 2011. Melanie is licensed to provide investment advice in Texas. Melanie has her Series 65 license and has been in the industry since 2004. Melanie specializes in providing investment advice to high-net-worth individuals and corporations. Melanie also provides financial planning and educational seminars.

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Edward Kunkel is an investment advisor representative with over 28 years of experience in the financial industry. Edward Kunkel is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Edward Kunkel is also a General Partner/Managing Member of NSJK Asset Management, a limited liability company. Edward Kunkel is licensed in multiple states and offers a range of services including portfolio management for individuals and businesses, pension consulting, and educational seminars.

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Jerry serves as an investment advisor at Beck Capital Management (BCM), guiding his clients to their appropriate portfolio type, as well as providing a financial plan that will keep them on track to meet their goals. Jerry joined Frank Beck and his predecessor company, Capital Financial Group, in 1997. Prior to joining Frank, he spent 11 years in the financial services industry. First, managing his own insurance agency, and then as the Area Director of the city of Austin’s Deferred Compensation Plan. The transition to BCM allowed him to continue serving his client base by shifting the focus to their post-retirement investment and planning needs. There is no doubt that next to marrying his lovely bride of 23 years, Janet, joining BCM was easily the best decision he ever made. Besides spending time with Janet and his five grandchildren, Jerry loves exploring the Austin culinary scene and a good round of golf when he can fit one in.

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Collin Osbahr is a seasoned advisor who specializes in long-term financial planning and asset allocation. With a Bachelor’s of Business degree in Finance from Baylor University, Collin brings both technical expertise and a personalized approach to financial planning. As an Investment Advisor, Collin is committed to providing transparent, trustworthy, and highly personalized financial services. His core goal is to build strong, lasting relationships with clients based on open communication and a shared understanding of their financial objectives. Prior to joining Beck Capital Management, Collin worked as an Investment Consultant with Merrill Lynch, where he provided personalized investment solutions to high-net-worth individuals and families. Collin resides in Austin and enjoys boating, outdoor activities and travel.

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Laura Redfern is a financial advisor with Shadowridge Asset Management, LLC in Austin, TX. Laura has been working in the financial industry since 2002. Laura is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Financial Transitionist. Laura specializes in financial planning, retirement consultations, and portfolio management for both individuals and small business owners. Shadowridge Asset Management, LLC provides financial planning, portfolio management, pension consulting, and a selection of other advisory services.

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Kyle Reese started Sprout Capital Management to help busy professionals gain peace of mind over their finances. Through planning and approaching investment risk head-on, Kyle helps his clients focus on what is most important to achieve their financial goals. Kyle pursued an early career as a commodities trader at Citigroup, and as a quantitative research analyst for Fortune 500 energy companies and a hedge fund. Kyle continues to lean on his wealth of experience, such as risk management and portfolio construction, when working with clients to manage their finances. Kyle received an MBA from the McCombs School of Business at the University of Texas in Austin. Before that, Kyle received a Bachelor of Science in Mechanical Engineering from Oregon State University. Kyle lives in Austin, Texas. When he is not working, he is helping his wife chase around their two young children.

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Justin Simmons is an investment advisor representative with Beck Capital Management LLC. Justin has been in the industry since 2007. He holds a Series 7 and Series 66 license. Justin has previously worked at PartnerVest Securities, Inc. and Ameriprise Financial Services, Inc. Justin is also an insurance agent, spending approximately 5 hours per month on insurance business during securities trading hours. Justin specializes in portfolio management for individuals and educational seminars.

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