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

Alex 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 to TSG diverse international experience beyond the securities industry from his leadership and board positions with various private equity funds and companies such as McKinsey & Co., Procter & Gamble, Wendy’s, Centex Homes and Corporacion Geo in Mexico. 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 has held FINRA Securities Licenses 7, 65 and 66.

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.

James Groh, MBA

Financial Advisor 

James Groh, MBA is a financial advisor at The Summit Group in San Antonio.  Originally from Ohio, James Groh obtained his MBA from The University of Texas at San Antonio in 2012 and became a financial advisor shortly after graduation.  Since then he has worked with a broad range of individual and business clients both in San Antonio and across the country providing advice regarding investments, insurance, and financial planning.  He helps clients achieve financial goals like retirement, tax reduction, saving for a child’s education, and estate planning.  James has his FINRA 66 license for investments and financial advice as well as his insurance license for life, health, disability, dental, vision, and long-term care insurance.  He is not restricted to certain insurance companies or certain investment products but can recommend whatever is best for his clients.

Rakesh Upadhyay

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.