About
James Pavlik is Managing Partner at Icon Wealth Partners in Houston, Texas, where he also serves on the firm’s Investment Committee. With over thirty years of industry experience, he primarily advises ultra-high net worth individuals, families undergoing transitions such as business sales or generational wealth transfers, and institutional endowments. His work emphasizes tailored portfolio construction and access to global managers with a focus on generating superior, tax-efficient performance for discerning clients.
Prior to joining Icon Wealth Partners, Pavlik was a Managing Director at Avalon Advisors and gained early career experience as a Consultant with McKinsey & Company. At Icon, he is instrumental in providing strategic investment direction and expanding the firm’s high-net-worth and institutional client base, while leveraging the Icon platform to deliver research-driven solutions.
James holds degrees from The University of Texas at Austin and The Wharton School, reflecting a robust foundation in finance and strategic management. He is recognized for his expertise in multifaceted wealth management across both public and private markets, with a strong reputation for guiding clients through complex financial situations in energy, business succession, and philanthropic sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Icon Wealth Partners | Managing Partner | Unknown to Present | — |
Education
The University of Texas at Austin
The Wharton School
Others at Icon Wealth Advisors, LLC (1)
| Name | Role | Location |
|---|---|---|
| Managing Partner | Houston, TX , United States |
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