INNIS GLOVER, CFP®
With over fifteen years of experience in the financial services industry Innis Glover has managed over 40 million in investable assets meeting the needs of a diverse client base. Innis has developed a structured service approach tailoring income needs for clients through financial plans and keeping clients on track to achieve their goals.
Prior to joining Benzer Capital, Innis Glover served as a Wealth Advisor at Frost Brokerage Services for nine years. As a Frost Wealth Advisor Innis offered various financial services and products in addition to fee based accounts. Innis effectively gathered client information and proposed custom financial plans.
Innis Glover started his professional career with 3 years at Deutsche Asset & Wealth Management. At Deutsche Innis provided internal support for financial advisors and shareholders introducing various products, services, and literature as well as conducted team presentations and projects.
Innis Glover then served as a Personal Banker at JP Morgan Chase where he gained valuable insight in the areas of small business and lending.
Innis Glover completed the Certified Financial Planner™ program at Rice University and obtained his CFP® license from the CFP® Board in 2012. Innis has also earned his General Securities License/Series 7 which allows him to be a stockbroker, his Series 63 Securities License entitling him to solicit orders for securities in a particular state, and his Life and Health Insurance License.
Innis Glover graduated from Xaiver University of Louisiana Aug. 2001 with B.A. in Finance with a minor in Business Administration. Innis also attended DePaul University and was scholar athlete on the basketball team. There he became the first walk-on to earn a scholarship and start a season opener in over 20 years. At Deutsche Asset & Wealth Management Innis achieved several recognitions for his work with clients and brokers. At Frost Innis also achieved the prestigious Philosophy Award which he was voted on by his peers and co-workers.
Innis is the proud husband and father of three children and enjoys sports, exercise, and a good book whenever possible.
MITCHELL J. SOSA, CPA, CFA
Principal Partner | Tax and Business Services- Mitchell has over 15 years of professional experience assisting individuals and small businesses achieve their goals. He has experience with both public and private companies in such industries as energy, healthcare, retail, real estate and services. Mitchell can provide a broad array of services including financial modeling, business valuations, technical research and tax preparation. He has also served on the Boards of several non-profit organizations assisting with strategy and fundraising.
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Shirin Malik - Business Development Analyst- Shirin Malik is the Vice President of Business Development and Marketing who manages the outreach initiatives and is the Ambassador for Benzer Capital.
Shirin Malik has a solid background in delivering unique client relations, with extensive expertise in event production and management for press launches. Shirin Malik is responsible for managing and handling all vertical channels for streamlining efforts at Benzer Capital and Bright Offerings. She is proactive in developing relationships and revenue for Benzer Capital accounts.
Prior to Benzer Capital, Shirin held the position as Senior Director at AV Diamonds, and has extensive business leadership expertise in buying, designing and marketing new products on a global scale. At AV Diamonds, Shirin’s recent focus was to design items for non-profit organization auction for fundraising. The success of her 22-year career in retail and manufacturing sectors has enabled her to deliver increased sales results, build brand awareness, capture niche market share, create new products, and monitor brand performance for multiple brands situated across various geographies.
Shirin graduated with a Bachelor’s in biology from Houston Baptist University, a Masters in Management from Texas A & M Commerce and has successfully completed Harvard Business School Global Leadership program. Shirin’s skill for creativity coupled with strategic management has created a process that yields successful results. Her hobbies include zip trekking, swimming, painting, and traveling.