HOUSTON (July 16, 2026) – National accounting and advisory firm, Weaver, is pleased to announce that William Purvis has joined Weaver Capital Advisors as a portfolio manager. Based in Dallas, he will work closely with the firm’s wealth advisors to support portfolio construction, investment strategy and ongoing portfolio management for clients.
William brings experience in public and private markets, with a strong focus on multi-asset portfolio management and private market investing. In his recent role as a portfolio analyst at a Dallas investment advisory firm, he was responsible for their investment functions, including asset allocation, manager sourcing, underwriting and implementation. During his career, William conducted fund analysis and due diligence in private equity, private debt and real asset strategies while supporting liquidity management and performance monitoring. He also led an initiative to enhance performance reporting, improving the accuracy and reliability of portfolio data across client accounts.
“William brings a disciplined approach to portfolio construction and a strong understanding of private market investing that aligns well with the needs of clients,” said Stephen Carter, partner-in-charge, Weaver Capital Advisors. “His experience supporting multi-asset portfolios and improving investment processes strengthens our ability to deliver thoughtful, well-executed strategies as we continue to grow our investment capabilities.”
William earned his Bachelor of Business Administration in finance from Mississippi State University and holds his Series 65 license.
# # #
About Weaver Capital Advisors
Weaver Capital Advisors is a Texas-based financial advisory practice whose mission is to deliver personalized financial solutions that provide comfort and foster relationships built on trust. For those seeking peace of mind in their financial planning and investing, Weaver Capital Advisors is the trusted team that strives to deliver more than you expect with a caring confidence. Houston-based Weaver and Tidwell, L.L.P., is the parent company of Weaver Capital Advisors, a large, national public accounting and consulting company. Learn more at weavercapitaladvisors.com and weaver.com.
Certain services described herein may be provided exclusively through Weaver Family Office Services, L.L.C. and/or Weaver Capital Advisors, L.L.C., which are affiliated with Weaver and Tidwell, L.L.P. Stephen Carter is a manager of Weaver Family Office Services, L.L.C. and a member-manager of Weaver Capital Advisors, L.L.C. Advisory services are offered through Sowell Management, a registered investment advisor with the Securities and Exchange Commission; being registered with the SEC does not imply a certain level of skill or training.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Third‐party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client, nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the adviser. Unless otherwise noted, no fee was paid for consideration of any ranking or award.