Our Team

Brandon E. White

CFA – Co-founder, President & CCO

Brandon brings over twenty years of experience in managing portfolios to Coyle Capital. Brandon started his career at Merrill Lynch in Washington, D.C., earning the traditional wirehouse experience that has turned many professionals to the superior fee-only Registered Investment Advisor (RIA) model. Since moving back to Austin in 2005, Brandon has worked for RIA firms that focus on high net worth entrepreneurs. Before co-founding Coyle Capital, Brandon was the Managing Director at Yale Capital Corporation, a RIA managing over $1 billion in assets for approximately 40 families. Brandon earned his BBA and MBA from the McCombs School of Business at the University of Texas at Austin. In 2005, Brandon became a CFA Charterholder. The CFA credential is considered the most recognized and respected financial designation in the world.

Dustin J. White

CVA – Co-founder, Principal & COO

Dustin has been in the financial services industry for over twenty years. Prior to co-founding Coyle Capital, Dustin served as an Economist for the U.S. Department of the Treasury, operating as an economic advisor on financial markets, entity valuations, economic structures and international trade. Prior to his public service, Dustin was an Investment Banker advising organizations on mergers, acquisitions and capital raising strategies. Dustin holds an MBA from the University of Texas – Jindal School of Management, a BA in Economics from the University of Texas at Austin and the designation of Certified Valuation Analyst. Dustin is also a Series 65 registered investment advisor representative.

Matthew Griffith

CFP®, CRPC® – Wealth Management Advisor

Matthew joined Coyle Capital in 2018 with over 20 years of experience in the investment advisory business. Matthew graduated from Pennsylvania State University and is currently a Certified Financial Planner™, CFP® and Chartered Retirement Planning Counselor™, CRPC®. He is also a Series 65 registered investment advisor representative, providing a high level of service as a prime relationship point for clients and prospective clients, and supports with portfolio management duties.

Adam Wolf

CPA, CFP® – Wealth Management Advisor

Adam joined Coyle Capital in 2021 with over two decades of experience in the personal financial services industry. He holds a Bachelor’s Degree in Finance and Accounting from Virginia Tech and is a licensed insurance agent in Florida and many other states. Adam has been a Certified Public Accountant since 2002, and he earned his Certified Financial Planning™ certification in 2005, a designation held by a select number of advisors in the financial industry who uphold the board’s uncompromising set of standards.

Eileen Ybanez

Director of Client Services

Eileen joined Coyle Capital in 2021. Eileen’s 25-year career in the banking field and financial services industry, in addition to a mortgage lending career, highly qualifies her to handle back-office production and “behind the scenes” tasks in all areas of financial planning. Eileen graduated magna cum laude from Lenoir-Rhyne University in North Carolina with a Bachelor of Arts in Business Administration. She is also a Series 65 registered investment advisor representative.

Explore the different ways we can customize a financial service to your unique needs.

Let’s discuss your unique situation

We are a boutique firm and we pride ourselves on getting to know every client personally. Contact us to schedule a consultation where we can discuss your unique situation, what’s important to you, and how you would like to establish your financial legacy.

SCHEDULE A CONSULTATION

Service 4: Retirement Solutions

We share your mission to help your retirement plan participants achieve their financial goals. It’s why we make a fiduciary promise to every client: we will act in your best interests, no matter what.

We believe that starts by implementing a fiduciary-based service model that focuses on helping plan sponsors and participants make smart, informed decisions to enhance participant outcomes with the upmost transparency.

If you would like to set an appointment to learn more about how we can evaluate and potentially improve upon your current 401(k) plan, please contact us.

PLAN PARTICIPANT LOGIN (LINK TO WEB PORTAL).

Service 5: Business Valuation

Our value opinions are independent, objective and supportable. Contact us to help guide you through the valuation process.

Service 7: Institutional Services

We develop customized solutions to assist clients in balancing strategic priorities and day-to-day decision-making based on their distinct investment objectives and unique circumstances.

Services include investment management, fund performance reviews, investment committee oversight, investment and spending policy guidance, and fiduciary services. For more information, contact us.