Henry has completed advanced financial training and has received his Certified Investment Management Analyst (CIMA®) and Certified Financial Planner (CFP®) designations, as well as his Series 7, 9, 10, 63, and 65 Financial Industry Regulatory Authority (FINRA) licenses. Henry was the founder of venture capital backed robo-advisor platform, Honest Dollar (acquired by Goldman Sachs), founder of MY Group LLC, a $2.5 billion assets under management investment firm, and a Merrill Lynch Vice President for nine years. Henry shares his industry expertise as a speaker at several industry conferences, as well as having been featured or quoted in the Wall Street Journal, TechCrunch, Bloomberg Businessweek, and Financial Times.
Henry graduated from The University of Texas at Austin and has an MBA from the Johnson School of Management at Cornell University. He resides in Austin, Texas with his wife, Rachel, and two daughters