BLAKE C. FURGERSON
Colleyville
Summary
Demonstrated success in capital markets with a focus on client satisfaction and financial growth. Consistently met performance targets through strategic planning and execution of initiatives. Strong expertise in building client relationships and identifying new business opportunities. Proven ability to lead and develop events that maximize potential and drive results.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Senior Vice President/Investments
STIFEL
Fort Worth
01.2019 - 01.2026
- Built and managed $200 million AUM portfolio for diverse clients.
- Raised approximately $200 million in AUM through targeted efforts.
- Cultivated strong client relationships through ongoing communication and capital market expertise.
- Focused on addressing unique client needs via in-person consultations.
- Led strategic initiatives to boost client engagement and satisfaction.
- Collaborated with cross-functional teams to drive business development efforts.
- Oversaw financial performance analysis to guide executive decision-making.
- Presented high-level business strategies and insights to stakeholders.
Financial Advisor
ROBERT W. BAIRD
Fort Worth
12.2012 - 12.2017
- Delivered best-in-class private wealth management advisory services to individuals and institutions.
- Advised clients on investment strategies and financial planning options.
- Analyzed market trends to develop tailored financial solutions for clients.
- Led discretionary portfolio management for $40+ million in assets under management.
- Implemented consultative processes in private wealth management for client engagement.
- Analyzed unique financial circumstances, including investment portfolios, assets, and liabilities.
- Provided tailored advice on products and services aligned with client objectives and risk tolerance.
- Cultivated strong client relationships through effective communication and capital market expertise.
- Built strong relationships with clients through regular communication and follow-ups.
Equity Research Associate
NORTHCOAST RESEARCH
Cleveland
08.2011 - 12.2012
- Conducted comprehensive data analysis in business services sector to support research initiatives.
- Established relationships with senior management across industries to uncover growth opportunities.
- Formulated investment thesis through thorough financial and economic analyses.
- Regularly updated 18 financial models while performing fundamental valuation analyses.
- Developed unbiased, actionable research for institutional investors.
- Published approximately 160 research notes within a year to inform stakeholders.
- Created extensive industry research by compiling metrics and managing value-added projects.
- Executed surveys weekly, monthly, and quarterly to identify key trends.
Research Intern
ROULSTON RESEARCH
University Heights
01.2011 - 05.2011
- Gathered and complied data on the Energy sector. Analyzed current industry trends and identified frequently discussed issues.
- Researched trade journals, industry associations, and publications for top industry executives and top consultants, for follow-up contact.
- Gained a deep understanding of the Energy sector by conducting intensive market research and exchanging ideas with business contacts and associations.
- Significantly improved business communication and interpersonal skills through consulting with industry organizations and maintaining business contacts.
- Created a dynamic and interactive research database covering a financial sector, which can be used to develop industry contacts and keep up to date on current trends.
Help Desk Associate
JOHN CARROLL UNIVERSITY
University Heights
01.2008 - 05.2008
- Provided frontline support to those who call the information services department with technology related issues.
- Job responsibilities included answering calls, interpreting and finding a solution to caller's problem.
- Entered and prioritized calls in the Helpdesk database.
- Provided technical support and superior customer service to incoming callers and other staff members to ensure rapid response.
- Improved response time by returning calls and answering emails.
Education
Master of Business Administration - Finance
John Carroll University
University Heights, Ohio12.2011
Bachelor of Science - Business Administration - Marketing
John Carroll University
University Heights, Ohio12.2010
Bachelor of Science - Business Administration
Loyola University in Maryland
12.2007
High School Graduate w/honors -
St. Edward High School
Lakewood, Ohio12.2005
Skills
- Microsoft Office Suite
- Thompson One
- MoneyGuide Pro
- Google Docs
- Financial modeling
- Portfolio management
- Risk assessment
- Client acquisition
- Investment strategy
- Data visualization
- Business development
- Market research
- Client relationship management
- Data-driven decision making
- Digital transformation
- Enterprise AI tools
Certification
- Series 7
- 31
- 63
- 66
- Texas General Lines Agent Life, Accident and Health Insurance
Hobbies and Interests
- Golf
- Stock Market
- Investing
- Innovation
- Traveling
- Reading
- Professional Sports
- New Technology
Awards
- Forbes' 2025 Top Next-Gen Wealth Advisors Best-in-State list
- 2017 Five Star Wealth Manager
- MBA - Cum Laude
- 2-Time Division III PING GOLF ALL-AMERICAN
- 2009 John Carroll University Athlete of the Year
Timeline
Senior Vice President/Investments
STIFEL
01.2019 - 01.2026
Financial Advisor
ROBERT W. BAIRD
12.2012 - 12.2017
Equity Research Associate
NORTHCOAST RESEARCH
08.2011 - 12.2012
Research Intern
ROULSTON RESEARCH
01.2011 - 05.2011
Help Desk Associate
JOHN CARROLL UNIVERSITY
01.2008 - 05.2008
Master of Business Administration - Finance
John Carroll University
Bachelor of Science - Business Administration - Marketing
John Carroll University
Bachelor of Science - Business Administration
Loyola University in Maryland
High School Graduate w/honors -
St. Edward High School