Stavis Wealth Attracts Chief Investment Officer Samir Sinha 

The New Hire Coincides with The Launch of Investment Management Platform

Houston, TX – [April 4, 2025] – Stavis Wealth, a premier Houston-based wealth advisory firm, is pleased to announce the addition of Samir Sinha, CFA®, to its team and the official launch of its new Investment Management Platform. This milestone signifies another step forward in the firm’s commitment to providing clients with holistic financial planning, investment management, estate planning, and customized life insurance solutions - all under one roof.

Founded by Deborah Stavis, a seasoned visionary with over 40 years of experience in family wealth management, Stavis Wealth is a Texas-based, independent private boutique firm. As a Registered Investment Advisor (RIA), Stavis Wealth focuses on delivering a white-glove experience for high-net-worth families. With a legacy of founding two $1 billion firms, Deborah built Stavis Wealth to deliver truly personalized services that address clients' unique needs and goals, ensuring that they maximize and preserve wealth across generations.

“Samir’s decades-long, global expertise in investment management is a valuable and timely addition to our team,” said Deborah Stavis, Founder and CEO. “With the launch of our new Investment Management Platform, we are enhancing our ability to deliver fully integrated solutions that maximize wealth and protect it for future generations.” 

Samir Sinha brings extensive experience in investment strategy, wealth management, and client relations. He founded, built, and led the investment decision-making for a prominent family office. Most recently, Samir worked with one of the world’s largest investment managers, advising individual and institutional clients on strategic global portfolio construction. A highly respected industry expert, Samir’s knowledge enhances Stavis Wealth’s commitment to personalized service, seamlessly combining traditional wealth management with innovative, technology-driven solutions. His leadership will strengthen the firm's ability to offer clients sophisticated, forward-thinking financial strategies.

“I am thrilled to be joining such an innovative and client-focused firm,” said Samir Sinha, CIO. “The opportunity to help shape the future of Stavis Wealth’s investment management platform while working alongside a team committed to delivering exceptional client results is inspiring and motivating. I look forward to contributing to the firm’s continued success.”

The launch of the Investment Management Platform represents Stavis Wealth’s ongoing commitment to integrating cutting-edge technology with the personalized service of a boutique advisory firm. This platform gives clients real-time access to their portfolios, enhanced reporting, and customizable investment strategies tailored to their unique financial goals.

 

About Stavis Wealth:

Stavis Wealth is a Houston-based wealth management firm that provides comprehensive, holistic financial planning, investment management, estate planning, and customized life insurance solutions under one roof. With over 40 years of experience, founder Deborah Stavis built the firm as an independent boutique RIA to offer high-net-worth individuals a truly personalized, white-glove advisory expertise. Stavis Wealth is focused on delivering comprehensive solutions tailored to clients' unique needs, ensuring their financial legacy is protected for generations.

 

About Samir Sinha:

Samir Sinha is the Chief Investment Officer at Stavis Wealth, bringing over 27 years of experience in investment management across various asset classes. He began his career at Sanford C. Bernstein, analyzing the chemicals industry, and later worked as an equity analyst at AIM Management (now Invesco), helping manage $31 billion in assets. 

Samir then founded Mockingbird Holdings, managing a long/short equity portfolio, investing in private equity/debt, and developing asset allocation strategies for a family office. He later served as a senior portfolio manager at MBM Financial (now BOK Financial), managing $1.2 billion in client assets as a key investment committee member. 

Most recently, Samir advised individual and institutional clients on portfolio construction at the Franklin Templeton Institute. He holds a B.S. in Chemical Engineering from Columbia University and is a CFA Charterholder and Houston Society of Financial Analysts member.