Leonard Golub, CFA, MBA
Fiduciary Advisor
4119 Montrose Blvd
Suite 400
Houston, TX 77006

Leonard M. Golub, CFA
Leonard Golub is the founder of New Capital Management, a 20 year industry veteran and independent practice pioneer.  He is a highly accomplished advisor who works closely with New Capital's clients in all aspects of their financial planning and lives.  He is a CFA (Chartered Financial Analyst) charterholder, a professional member of the Financial Therapy Association, and completed training with the Kinder Institute of Life Planning.

Leonard was born in Houston in 1965, and was educated at St. John's School, Amherst College (BA, 1989), and the University of Texas at Austin McCombs School (MBA, 1999).  He started New Capital Management in 2004 as a family office and has over time grown the firm organically to over 75 client households and $300 million under firm management. 

Prior to starting New Capital, he was a computer network engineer with his own company NetConnect Systems; an operations executive in his family's consumer products business, which was eventually sold to KIK Custom Products, a major supplier of consumer household products; and a venture investor, including startup investments in BabyCenter, the web's top interactive parenting network now owned by Johnson & Johnson; and in NetSpend, a pioneering prepaid debit card company now owned by Western Union.

Leonard lives in Houston with his wife Hannah, a Licensed Clinical Social Worker in private practice, and two children, Abby and August.  He serves on the St. John's School Alumni Board, the board of Air Alliance Houston (focused on regional air quality and health), and is a member of the finance committee of the Houston Zen Center.  His family is a member of the Houston Zen Center and Congregation Shma Koleinu.  Leonard's hobbies include guitar, yoga, and conservation ranching. A longtime practicing Buddhist, Leonard tries to bring compassion and wisdom to all beings everywhere.

New Capital Management welcomes your interest in our services and we would be pleased to discuss how we can help you with your financial planning and investment needs.  Visit our website at www.newcapitalmgmt.com to find out more.

The information contained herein is based on sources believed to be reliable, but its accuracy cannot be guaranteed. The articles, information, calculators, and opinions presented herein are for general information only and are not intended to provide specific advice or recommendations for any individual. New Capital Management does not provide tax, accounting, or legal advice. All decisions regarding the tax or legal implications of your investments and finances should be made with your tax or legal advisor. New Capital Management is not a bank, mortgage lender, or broker. Nothing herein should be construed as an offer or commitment to lend. Any calculations are provided as educational tools, are hypothetical in nature, depend wholly on information you provide, do not assume the effects of all pertinent factors, and are not intended to provide investment advice or serve as a financial plan.

This communication is strictly intended for individuals residing in the state(s) of TX. No offers may be made or accepted from any resident outside the specific states referenced.