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Heartfield Weinstein Korenvaes

Private Wealth Advisors

CRESCENT COURT

300 CRESCENT COURT, SUITE 1300

DALLAS, TX 75201

214.303.5884

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Team

About us

Heartfield Weinstein Korenvaes

Heartfield Weinstein Korenvaes is a leading wealth management team located in Dallas, Texas. For more than two decades, Guy Heartfield and Craig Weinstein have designed and implemented wealth management strategies for ultra-affluent clients, seeking to preserve and secure their legacies for future generations. We pride ourselves on providing highly customized, attentive service that addresses the complexities and intricacies of each client’s financial needs, wants and aspirations. Our team draws upon a wide range of financial services experience, infusing our strategy and outlook with a depth of knowledge and a seasoned maturity. Our talents and skills are enhanced by the global network of professionals within the Private Banking and Investment Group at Merrill Lynch (PBIG). We leverage the capabilities of PBIG, Merrill Lynch and Bank of America, delivering the strategies and services of a global firm in a manner that is customized, intimate and direct.

The Clients We Serve

We serve approximately 50 clients who have entrusted us with their assets. We work with an exclusive set of clients who can most benefit from the specialized services and abilities of the Private Banking and Investment Group. We purposely limit our client base in order to deliver the superior service and customized attention that clients expect and deserve. We maintain a low client-to-staff ratio to foster a highly personalized environment. We seek to be constantly available to clients. Moreover, we promote an active engagement with clients’ external advisors so that, collectively, we pursue seamless advice and guidance.

We recognize that all clients are not the same. We place a strong emphasis on understanding the nuances, obligations and opportunities that accompany the source of a client’s wealth. Through our years of service, we have developed a detailed appreciation for the subtleties inherent in these sources of wealth. We have significant experience in creating financial strategies for a diverse group of clients:

  • Founders of private companies / entrepreneurs
  • Senior executives and directors of public companies
  • Successful oil and gas, technology and real estate investors

  • What Differentiates Us

    At Heartfield Weinstein Korenvaes, we seek to streamline clients’ financial lives so they can focus on the people and priorities they deem most important. From day-to-day needs to multi-year initiatives, we look to be a client’s first phone call and trusted source of advice. We combine the robust analytics and strategy of a global firm with the warmth and immediacy of a boutique environment. A hallmark of our team is a unified approach to wealth management. We recognize that clients have both family and business interests. We have significant experience in helping them address the needs of both. We work with entrepreneurs before, during, and after liquidity events to help them deploy their wealth strategically, mindful of tax implications and income replacement needs. For senior executives, we assess and design detailed approaches to concentrated and restricted stock management, navigating the associated filings and constraints. Above all, we focus on the family behind the wealth. We use a goals-based approach to wealth management, assessing our progress relative to clients’ long-term wants, needs, and aspirations.

    Engaged in the Capital Markets

    At Heartfield Weinstein Korenvaes, we are actively engaged in the capital markets—an involvement that heightens our awareness of market conditions, opportunities and timing. Our active role as investors requires direct daily involvement in the markets, providing us with valuable insights into macroeconomic movements and opportunistic themes. We are lifelong students of the market, scouring the extensive research of Bank of America Merrill Lynch, as well as numerous external research sources.

    While we are investors, we also embrace the principle of open architecture and look for quality investment strategies both inside and outside of the Firm. Our substantial asset base allows us to enjoy “purchasing power” with many investment managers, facilitating direct dialogue with portfolio managers, access to intellectual capital and flexible investment parameters.

    Our Range of Services

    We provide a range of services that reflects the needs of ultra-affluent individual and institutional clients:

  • Pre-transaction planning: outright sale, recap or IPO
  • Asset allocation: strategic, tactical and opportunistic*
  • Investment management: traditional and alternative investment selection**
  • Concentrated stock management / hedging and monetization strategies
  • Liquidity and cash management
  • Customized lending and liability management from Bank of America, N.A.
  • Wealth transfer and intergenerational succession strategies
  • Philanthropy: integrated charitable plans and family foundations
  • Client education: financial boot camps held at UCLA, the Wharton School and the University of Chicago



    *Asset Allocation does not ensure a profit or protect against loss in declining markets.

    **Some or all alternative investments may not be suitable for certain investors.

  • Meet the team

    Back to team

    Edward (Guy) Heartfield

    Managing Director

    Private Wealth Advisor

    214.303.5884

    214.303.5884

    guy_heartfield@ml.com

    Read Bio

    Craig Weinstein

    Senior Vice President

    Private Wealth Manager

    214.303.5840

    214.303.5840

    cweinstein@ml.com

    Read Bio

    Kim Korenvaes

    Vice President

    Private Wealth Manager

    214.303.5825

    214.303.5825

    kim.korenvaes@ml.com

    Read Bio

    Laura Hopkins

    Reg Private Wealth Assoc

    214.303.5843

    214.303.5843

    laura.c.hopkins@ml.com

    Read Bio

    Katie O'Brien

    Reg Private Wealth Assoc

    214.303.5844

    214.303.5844

    katie.obrien@ml.com

    Read Bio


    Latest Thinking


    Back to overview

    Meet the team

    Edward (Guy) Heartfield

    Managing Director

    Private Wealth Advisor

    214.303.5884

    214.303.5884

    guy_heartfield@ml.com

    Read Bio

    Craig Weinstein

    Senior Vice President

    Private Wealth Manager

    214.303.5840

    214.303.5840

    cweinstein@ml.com

    Read Bio

    Kim Korenvaes

    Vice President

    Private Wealth Manager

    214.303.5825

    214.303.5825

    kim.korenvaes@ml.com

    Read Bio

    Laura Hopkins

    Reg Private Wealth Assoc

    214.303.5843

    214.303.5843

    laura.c.hopkins@ml.com

    Read Bio

    Katie O'Brien

    Reg Private Wealth Assoc

    214.303.5844

    214.303.5844

    katie.obrien@ml.com

    Read Bio