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Our team of advisors provide you with the tools and education to make the smart, long-term investment choices to fit your lifestyle. Most of all, we help you completely understand all suitable options.

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Are you searching for someone who can help build your trust, create a valuable connection, and guide you to financial stability?

John Bullman, CFA, CAIA

Chief Investment Officer

John is a seasoned investment professional who joined LGT Financial Advisors after an impressive tenure at the Rosewood single-family office. With a wealth of experience and expertise in investment management, John brings invaluable industry knowledge to the firm. His daily responsibilities involve developing investment strategies, analyzing market trends and economic conditions, performing manager due diligence and consulting with clients. John holds a B.B.A. in Finance and International Business from Baylor University and an MBA from Southern Methodist University. Along with his impressive education, John is a Chartered Financial Analyst (CFA) charterholder and maintains the Chartered Alternative Investment Analyst (CAIA) designation. Beyond his professional achievements, John enjoys spending time with family, cycling, weightlifting, and indulging his love for fast cars when he is away from the office.

  • Chartered Financial Analyst (CFA)
  • Chartered Alternative Investment Analyst (CAIA)

Baylor University

Bachelor of Business Administration, Finance & International Business

Southern Methodist University

Master of Business Administration

  • Investment sourcing
  • Investment analysis and research
  • Manager Due diligence
  • Portfolio monitoring
  • CFA Society of DFW - Member
  • CAIA Texas - Member
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”It seems to me that the natural world is the greatest source of excitement; the greatest source of visual beauty; the greatest source of intellectual interest. It is the greatest source of so much in life that makes life worth living.”
Miller BentleyFinancial Advisor

Talk to one of our financial advisors today and let's partner together for your future.