Strategic Guidance for the Emerging Group
Friday, July 12, 2019
12:20 p.m. – 12:50 p.m.
Brent Little is the Founder and Chief Executive Officer of Odyssey Wealth, which offers Multi-Family Office and Wealth Management Services to Investment Professionals, Entrepreneurs, Corporate Executives, and successful families.
Brent founded the firm with the goal of providing a total solution to his clients’ financial needs. He believes that clients have enough issues pulling at them in their day to day lives therefore he set out to provide a group of services to manage all aspects of his clients’ financial lives so they could spend their time enjoying the things most important to them in life.
Brent founded Odyssey Wealth after gaining valuable experience working in the Tax Services group of a $15 billion-dollar multi-family office services firm. Prior to this Brent worked for a regional and national public accounting firm specializing in financial and tax planning for high net worth business owners. Brent began his career in the Personal Financial Services group at the international public accounting firm PricewaterhouseCoopers, LLC. While at PricewaterhouseCoopers, he worked with entrepreneurs, corporate executives, and successful families with portfolios of $10 million or more.
Brent holds a Masters of Accounting from Texas Christian University and a Summa Cum Laude BA in Finance, Accounting, and Management from Texas Christian University. He is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Public Accountant, Personal Financial Specialist, Registered Investment Advisor, and has completed Level I of the CFA Program.
Brent and his wife, Elisa, are proud parents of twins, Preston and Sofia.
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