About
Grant Ball, CIMA®, MBA, serves as a Portfolio Manager and Partner at Financial Synergies Wealth Advisors in Houston, Texas, where he is responsible for overseeing investment portfolio allocations, conducting investment research, and portfolio analysis for the firm’s clients. His role emphasizes comprehensive portfolio management, including asset allocation and risk analysis, with a focus on delivering tailored investment solutions.
He has experience across a range of sectors and asset classes, having previously worked as an Equity Analyst at Cougar Investment Fund, LLC, where he conducted in-depth equity research and analysis, and as an Acquisitions Analyst at Haymaker Minerals & Royalties, focusing on energy and mineral rights acquisitions. At Financial Synergies, his investment focus spans equities, fixed income, and multi-asset class portfolio construction, drawing on a background in both public equities and the energy sector.
Grant holds an MBA from the University of Houston, C.T. Bauer College of Business, and a BS in Industrial Engineering from Texas A&M University, and he has earned the Certified Investment Management Analyst® (CIMA®) designation. His analytical expertise and cross-sector experience have contributed to firm-wide investment strategy developments, and his promotion to partner reflects his significant role in Financial Synergies’ ongoing success and succession planning.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Financial Synergies Wealth Advisors | Portfolio Manager | Mar 2020 to Present | — |
| COUGAR INVESTMENT FUND, L.L.C. | Equity Analyst | Aug 2018 to Dec 2019 | • Utilize DCF models and bottom-up approach to value companies, make buy/sell recommendations, and pitch recommendations to the Investment Committee. • Formally present Fund performance to Board of Ma... |
| Haymaker Minerals & Royalties, LLC | Acquisitions Analyst | Mar 2018 to Aug 2018 | • Reviewed exploration and production company financial statements and investor presentations to identify mineral rights acquisition opportunities. • Compiled public data in areas of interest and deve... |
| Ruhrpumpen Global | Inside Sales Engineer | Mar 2015 to Apr 2017 | • Led internal kick-off meetings for centrifugal pump project proposals: compiled customer history and project specific information to identify their goals and develop a comprehensive sales strategy. ... |
| Flowserve | Applications Engineer | Aug 2012 to Sep 2014 | • Developed proposals for engineered pumping equipment packages for midstream and downstream applications. • Interpreted project engineering specifications for high energy centrifugal pump application... |
| Flextronics | Industrial Engineer (Senior Design) | Aug 2011 to Dec 2011 | • Built simulation using ARENA software to model entire production process for a new direct fulfillment customer • Created production scenarios to accommodate variable demand schedules • Provided staf... |
| Four Ag's Investments | Contractor | May 2008 to Aug 2010 | • Performed ‘make-ready’ on family of over 50 rental properties (duplexes and houses) • Responsible for appliance repair/replacement, wall and molding repair, paint |
| Oak Creek Condominiums | Maintenance Head | May 2008 to Aug 2008 | • Head of maintenance for complex and other single family properties • Worked within a budget to maintain properties and service all maintenance request (plumbing, electrical, appliance repair/replace... |
| Double E Manufacturing | Rubber Casting Technician | May 2007 to Aug 2007 | • Operated multiple rubber casting machines on shop floor simultaneously • Inventoried each processed part |
| Chemsampco | Operations Manager | May 2005 to Aug 2006 | • Coordinated all dock shipping and receiving operations • Performed quality testing on raw chemical inventory and end products • Assisted in moving company from New Jersey to Dallas (packed/unpacked ... |
Education
University of Houston, C.T. Bauer College of Business
Master of Business Administration - MBA
2017 — 2019
Texas A&M University
Bachelor of Science - BS, Industrial Engineering
Others at Financial Synergies Wealth Advisors, Inc. (2)
| Name | Role | Location |
|---|---|---|
 | Chief Investment Officer | Managing Partner | Houston, TX , United States |
T Timothy Garcia-Prats | Associate Portfolio Manager | Houston, TX , United States |
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