DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Family Offices
Lakeway, TX
The wealthiest Americans are also the most successful investors, and that is neither a secret nor a coincidence. We believe the reason is simple: they are
Data as of (this record's last observation) from federal regulator filings, firm and issuer disclosures, dfx's own graph. Page built and rebuilt at most every 15 minutes.
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| Kaili Erin Winters | Chief Compliance Officer | operations | senior | n/a | yes | fact |
| Jennifer Winters | Coo | other | senior | n/a | yes | fact |
| Scott Christopher Winters | Ceo/chairman of the Board | leadership | principal | n/a | yes | fact |
| Ashley Baucum | Chief Administrative Officer | other | senior | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): Ashley Baucum (Chief Administrative Officer), Kaili Erin Winters (Chief Compliance Officer), Jennifer Winters (Coo), Scott Christopher Winters (Ceo/chairman of the Board).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan