Your Family CFO

Mitchell Herr is a founding Principal of Custos Family Office. He serves on the firm’s investment committee, and leads the wealth planning and holistic balance sheet view of the firm. Working specifically with high net worth individuals and families, Mitchell has extensive experience in pre and post transaction planning, corporate and family governance, custom credit originations, and trust and estate transfers. In addition, given his board seat on his family’s multi generational business, where he represents the interest of his Generation 3 peer class, Mitchell provides both a professional and personal perspective that relates to his clients.

Prior to founding Custos, Mitchell spent 8 years at J.P. Morgan’s Private Bank. He was an Executive Director and Market Team Lead for the Austin and San Antonio High Net Worth practice. In his last 2 years, Mitchell consecutively ranked as #1 individual advisor across the U.S. and led his team to be among the top 5 markets in the country.

Before joining J.P. Morgan, Mitchell began his career in 2007 as an Investment Analyst for Waterstreet Investment Consultants. Waterstreet, now a part of the Morgan Stanley Greystone Consulting Group, was a Registered Investment Adviser for high net worth families and institutional investors.

Mitchell graduated Magna Cum Laude with both a BBA in Finance and Marketing and MBA in Corporate Finance at St. Edward’s University, where he also was a scholarship athlete and captain of the Men’s Soccer Team. He resides in Austin, Texas with his wife Chelsea, and three children, Walter, Ivy, and Henry. He and his family are Parishioners at St. John Neumann Catholic Church in Austin. Mitchell also served on the board of the Townlake YMCA of Austin for 8 years.

Tony Lopiccolo is a founding Principal and Chief Investment Officer for Custos Family Office. Tony is fiercely loyal to his clients. His belief that the industry should be driven by a client-centric focus led him to join with his partners to create CFO. Prior to founding Custos, Tony worked as in investment specialist at J.P. Morgan Private Bank, first in San Antonio, Texas, and most recently in Denver, Colorado, where he advised individuals, families, foundations & endowments on portfolios and investment opportunities.

Tony began his career in finance on Wall Street covering macro hedge funds and central banks trading in the deepest and most actively traded sector of the fixed income market. He was also an execution trader for a macro hedge fund. Prior to starting his career on Wall Street, Tony was a Captain in the United States Air Force, where he focused on acquiring launch vehicles and tracking stations for the country’s space operations.

A native of Wyoming, Tony earned his undergraduate degree from the United States Air Force Academy, where he was also a member of the football team. He then went on to earn an MBA from the UCLA Anderson School of Management, and later became a CFA Charterholder. Tony resides in Greenwood Village with his wife Melanie & three daughters.