OUR MANAGEMENT TEAM

 

Russell T. James

FOUNDING PARTNER| MANAGING DIRECTOR

Russell James is a Founding Partner and the Managing Director for DCA Limited. Russell provides investment guidance and wealth management strategies to highly affluent clients, with particular depth in discretionary portfolio management, alternative investments, and estate planning. He has significant experience providing planning and investment advisory services to clients with concentrated wealth, predominantly from the ownership of closely held businesses or equity ownership in a publicly traded company. A strategic thinker, Russell is adept at connecting a client’s long-term wealth management needs with his or her near-term investment selection and structure. Prior to DCA Limited. Russell has worked in financial services since 1986. He holds the Certified Investment Management Analyst and Certified Financial Planner designations.

 

TAYLOR W. CLARK

DIRECTOR | SENIOR ADVISOR

Taylor W. Clark is currently a Director and Senior Advisor for DCA Limited. For over 25 years,Taylor has built and overseen sales, marketing and research organizations for companies in the financial services industry. She also brings operational expertise through her prior roles. She was instrumental in business development, client relationships, new sales and marketing initiatives, product development, and profitability.

Taylor received a Bachelor of Business Degree from the University of Texas at Austin.

 

RYAN BANKS

DIRECTOR | CHIEF OPERATING OFFICER | CHIEF COMPLIANCE OFFICER

Ryan Banks is the Chief Financial Officer and Operating Officer of DCA Limited. He brings 25 years of finance and operational experience to the firm. Ryan provides fiduciary oversight and financial management of the firm, infrastructure development, and controls to ensure prudent management of client assets. Ryan provides business advisory consulting on personal business matters of clients primarily in private business evaluations, financial assessment including modeling, investment due diligence, and M&A pre-planning.

Ryan has a proven track record working with companies in high growth environments. Prior to joining DCA, he led the finance & operations of two growth companies, both resulting in successful liquidity events. He has provided financial consulting on over 100 different business engagements over a broad range of industries. He has led successful early-round equity fundings and debt financings.