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MEET OUR TEAM

At Service Academy Capital Management our people are our greatest asset.  We're excited to put our extensive experience in guiding high net worth investors to work for you.

Brian Sears (USNA '89)

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CEO & Founder


Brian Sears is the CEO & Founder of Service Academy Capital Management, LLC (SACMGT). With over 25 years of experience in providing wealth planning and investment advice to individuals, institutions, and family offices around the globe, Brian decided to pursue his vision of creating a new type of wealth management firm in 2015.

SACMGT offers an advisory solution that starts with a trusting, communicative partnership with its clients. Portfolios are bespoke so that each client’s unique investment objectives are met with a customized solution. The firm’s structure is designed to offer outstanding service, avoid conflicts of interest, and provide transparency and accountability while delivering access to the best financial resources available.

Prior to forming Service Academy Capital Management, Brian was the co-Head of Barclays Wealth America with responsibility for the Western half of the United States. From 2007-2010, Brian was the Global Co-Head of Distribution and Product Development for Alternative Investments at Neuberger Berman in New York.  He also spent more than 12 years as an Investment Advisor at Goldman Sachs, and Merrill Lynch.

Before launching his financial career, Brian served with distinction in the United States Navy. As a Surface Warfare Officer, he served in Operation Desert Shield, Operation Desert Storm, and other overseas endeavors. Brian earned his commission upon graduating from the United States Naval Academy with a Bachelor of Science in Economics. As a midshipman, Brian was the President of his Class and a member of the Honor Committee his sophomore, junior and senior year. He was also a member of the varsity ice hockey team and chosen by his class to be the commencement speaker. During his junior summer, Brian was assigned to the Naval Economics Analysis Branch of the Pentagon where he performed regressions analysis in support of fallen sailors from the USS Stark.

After serving as a Naval Officer, Brian attended Columbia University where he earned a Master’s in Business Administration with a focus on finance and International Business. During his final year of business school, Brian attended the Chinese University of Hong Kong while working in the Equity Capital markets group at Goldman Sachs, Asia.

Brian also serves on the Board of Directors of Entelligent, a company that uniquely leverages predictive analytics to integrate climate change risk, energy economics, and financial analysis to optimize portfolios and indices.

Service Academy Capital Management cares deeply about the well-being of our clients, employees, community, and world at large. The Firm has a philanthropic mission of assisting U.S. Veterans and their families who find themselves in financial duress, offering pro-bono financial planning and advice to selected families. SACMGT also gives up to 5% of its top-line revenue to veteran-related charities.

 

Ian Richards

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Associate, Investments
 

Ian Richards joined Service Academy Capital Management in 2021 as an Associate in the Investments Division. His responsibilities include portfolio and tax oversight, advising clients, and new business development. Ian is a registered CPA in Texas with more than 7 years of public accounting experience overseeing tax issues for wealthy families and executives. His knowledge of tax compliance and complex planning strategies are an important overlay to the financial decision-making process at SACMGT.

Prior to joining SACMGT, Ian worked as a Senior Tax Advisor at Beaird Harris in Dallas, TX. Ian’s role included both client oversight and internal operational responsibilities. Ian also spent years as a staff accountant at Burchell, Denson, and Morrison, obtaining experience in oil and gas, payroll, fixed asset addition and disposition, and tax return preparation for individuals, S-corps, C-corps, and Partnerships.

Ian obtained his Bachelor of Science in accounting from McMurry University and played varsity baseball. Born in Florida and raised in Coppell, TX, Ian currently resides in Dallas. In his free time, Ian enjoys hunting, fishing, golf, and cooking.

 

Lisa Parker

Chief Marketing Officer

Lisa Parker is the Chief Marketing Officer for Service Academy Capital Management. Having dedicated her career to improving client experience across a number of different platforms, Lisa’s strengths and experiences include business development, corporate strategy, client relationship management, communications, marketing, and finance.  She has achieved notable success in the worlds of finance, philanthropy, media, and sport.

 

Lisa was recruited to a position as a high net worth advisor with Goldman Sachs and has held other private banking and executive positions at companies like Bank of America, Rigel Capital, and the End Poverty Foundation.  Most recently, she has acted as a consultant in business strategy and financial marketing.

As a Samuel Bronfman Fellow at Columbia Business School, Lisa received her MBA with a full fellowship. She spent a semester in Hong Kong as a Chazen Institute Scholar and also interned part-time at CNBC Asian Business News. Lisa obtained a MS from Columbia Journalism School, focusing on television production and covering stories in Harlem.  Prior to her finance career, Lisa worked at Universal Studios in film production. She also held roles as a television producer and on-air reporter covering feature news stories.

Lisa attended Yale University and obtained a B.A. in English. In addition to the classroom, Lisa displayed her prowess on the court by being a member of the varsity squash and junior varsity tennis teams.  Lisa is a dedicated parent to three sons and volunteers in a variety of capacities.  She has served on or headed various nonprofit boards focusing on foster care, the arts, philanthropy, and education.

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Scott Phillips

Managing Director
 

Born and raised in Wichita, Kansas, Scott attended University of Kansas(KU) before moving to Texas in 1979. While attending KU, Scott was recruited to work for Southwestern Life Insurance Company. Scott then went to work for Conti Commodities as a commodities resource broker in Houston. Scott then joined Rauscher, Pierce, and Refsnes in Dallas, his career progressed and he was soon promoted to the senior position in risk management for the firms bond department where he evaluated bond positions in the firm's inventory for clients and ultimately ran the matched book and repo desk for Rauscher. In June of 1982 Scott was hired at Garvin Independent Municipal Brokers and was instrumental in opening and running branch offices for RW Smith and associates of Seattle, WA. and ACS Muni Brokers in Dallas, TX.

 

In 1988, Scott founded Associated Bond Brokers, Inc. As founder & CEO, Scott was responsible for overseeing all operations of the firm. Scott ran the firm until 2007 when he was presented with the opportunity to join Hayman Capital, a Dallas based hedge fund founded by Kyle Bass. Until 2010, Scott was the senior portfolio manager for Hayman Municipal Strategies, a subsidiary of Hayman Capital. Scott's responsibilities included establishing and maintaining client relationships and providing support for daily trading activities in the fund.

 

Scott Joined Service Academy Capital Management, LLC in the autumn of 2018.

Scott and his beautiful wife Cathy have been married 17 years. They are actively involved in philanthropy and their church. In their spare time they love to travel and play golf.

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