Our Team

Remember, upon the conduct of each depends the fate of all.  

Alexander the Great

Peter J. Coulchinsky, AIF®

President, CEO and Portfolio Manager

Peter has been in the financial industry since 1998, first serving as in-house counsel for an international securities firm and later as a fixed income trader specializing in emerging markets around the world. He holds FINRA Series 7 (General Securities Representative Exam), 63 (Uniform Securities Agent State Law Examination) and 66 licenses (Uniform Investment Adviser-Combined State Laws) and is licensed to provide insurance by the State of Texas. He earned the prestigious Accredited Investment Fiduciary (AIF®) designation, which demonstrates competency in fiduciary responsibility and a commitment to standards of investment fiduciary excellence. Peter holds a law degree from Universidad Nacional de Cordoba in Argentina and an LLM (Master of Laws) from the University of Houston. He previously attended Rice University. Peter uses global risk-managed financial strategies and a comprehensive methodology in his approach to working with the firm’s clients.

Alejandro Cabezut, MBA, MA

Managing Director

Alejandro joined TSG after 14 years as a Senior Banking Executive in South Texas having worked for Citigroup’s Banamex USA, Wells Fargo and Banorte. He brings his diverse industry experience after having worked for Corporación GEO, McKinsey & Co. and Procter & Gamble. Alex obtained his MBA from the Wharton School of Business, a MA in International Studies from the Lauder Institute at the University of Pennsylvania and an Industrial and Systems Engineering degree from the prestigious TEC of Monterrey. Alex held FINRA Securities Licenses 7 and 66.

Becky Horacek

Director of Client Services and Office Manager

Becky has over 15 years of experience working in the financial services industry as a Registered Client Service Associate. She holds FINRA Series 7 and 63 licenses. Being the foundation of our team, Becky is in charge of all aspects of client services and office management. She started her career at Raymond James where she worked until recently before joining The Summit Group. Her business philosophy rests on the assumption that anyone will achieve financial success with the right tools and guidance as we provide.

Alejandra Bravo

Client Services and Research Assistant

Alejandra is a graduate from the University of Texas at San Antonio with a degree in Business Administration with a concentration in Management. As an avid tennis player, many of the skills she has learned through practicing the sport have transferred to her professional and academic endeavors. Alejandra has developed a very strict discipline that, along with her unwillingness to accept failure, show her constant dedication to her service oriented career.

Juan Manuel De Bleser

Client Services

Juan recently graduated from Trinity University with a degree in Finance and German, and a minor in Economics. He was a member of Trinity University’s Student Managed Fund, which is one of the largest investment funds run by undergraduate students, managing between 25 and 35 equity positions with a value of over $5 million. Juan has acquired extensive experience working for Neapco Europe GmbH, a manufacturing company in Germany, in the New Project Launch team, and in Rackspace’s Contract Management team. This has allowed him to experience contrasting work cultures and an international business perspective. Juan enjoys competition sports as well as tackling challenging ideas and finds motivation in a productive competitive environment.

Rakesh Upadyay

Technical Analyst and Portfolio Consultant 

Rakesh Upadhyay is an Engineer by trade, having served in the Indian Navy for seven years. Upon completion of his service, he delved into the stock markets, fascinated by the art and science of chart reading and interpretation of which made him decide to become a Professional Technical Analyst. He started by literally devouring hundreds of books on all of the Methods of Technical Analysis and Financial Markets Forecasting and began using a myriad of indicators on his chart building techniques. His philosophy rests on the belief that price action is determinant in order to arrive at a thorough process of understanding chart patterns. Hence, he opts to keep his analysis focused on the study at hand using those indicators warranted by the models in front of him without falling into uncommitted generalizations. He emphasizes more of a fundamental analysis approach for long-term portfolios and a strictly technical one for short term and intraday trading as for some medium-term portfolios or strategies. Among many publications and opinions regularly granted, Rakesh is very frequently sought after by financial news media and outlets and is a regular contributor to oilprice.com, Seeking Alpha and exchangerates.org.uk to mention just a few. In his free time, he likes to spend time with his family, enjoys lifting weights in order to keep healthy and defines himself as a very spiritual person.

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