People. Process. Performance.
Our Firm
Who We Are
RWR Investments is a family office-backed, multi-strategy investment firm based in Dallas, Texas. Our team has more than 40 years of collective experience in alternative investments across equity and credit markets. The firm invests and manages capital on behalf of and alongside family offices, ultra-high-net-worth individuals, and select institutions.
What We Do
Our team sources, diligences, and manages investments in the public and private markets. RWR runs a highly selective, rigorous diligence process, and only allocates to our top ideas each year. We opportunistically invest capital through partnerships, co-investment vehicles, and separately managed accounts.
Our Difference
We provide exclusive access to interesting investments investors won’t find elsewhere. We have built long term relationships with the investment community across financial asset classes for decades. We always bet on ourselves and are the first to invest in any opportunity we bring to investors.
We chose the Texas Longhorn as a symbol of our firm because we believe it honors the legacy before us and the values we wish to preserve moving forward. As one of the few adapted American cattle breeds, the longhorn is not only patient and resilient but agile and clever.
Our Strategy
Investment Approach
Our goal is to compound capital for our investors in a tax efficient manner over a long time horizon. We invest as limited partners or general partners across asset classes in public equity, private equity, and credit. We focus on niche opportunities in the lower middle market where larger investors are constrained by size and investment mandate.
Investment Philosophy
Partnership is central to everything we do. We strive to add value in all our investments whether that means network or idea sharing, financing solutions, board representation, or simply staying out of the way. We firmly believe the best way to generate lasting wealth is through ownership of high quality companies that can compound cashflows over long periods of time.
Partnerships and Representative Investments
Our Philanthropy
Philanthropy Approach
Each year the RWR Investments Charitable Fund seeks to give back to causes that are near and dear to its heart. The firm uses a similar approach in selecting its grants as it does for investments with the thought being that we want to partner with great people, with thoughtful processes, and a track record of execution.
Philanthropy Philosophy
The RWR Investments Charitable Fund seeks to help causes that promote Christian values, education, social justice, and environmental causes. The overarching belief is that it is incumbent upon all of us to leave the world a better place than we found it.
Current and Past Grants
Our Team
Willing is the Founder, President and Chief Investment Officer of RWR Investments. He is responsible for the firm’s strategic planning and analysis, asset allocation strategy, and is the chairman of the investment committee. He has more than twenty years of experience in alternative investing in equity and credit markets. He previously served in investment roles at Hudson Advisors, Covalent Capital, and JP Morgan. He has a BA in Economics from the University of Texas at Austin and an MBA from Southern Methodist University with a concentration in Finance. Willing is a member of organizations such as the Family Office Forum, the Texas Family Office Association and the UT System Chancellor’s Council Executive Committee (CCEC). He is also a current board member of Goodwill Industries of Dallas, Inc and Judea Harvest. He is a sixth generation Texan that resides in Dallas with his wife and two children.
Parit serves as Controller of RWR. He manages all back-office functions of the firm including but not limited to accounting, reporting, tax, and treasury management. Prior to RWR, he worked for Sixth Street Partners, Standish Management and Grant Thornton. He has a BBA in Accounting and a Master’s of Science in Taxation both from the University of Texas at Arlington. He has been a CPA in the State of Texas. When Parit is not working, he enjoys spending time with family and friends, playing basketball and volleyball, and watching sports.
Bill serves as Investment Associate for RWR. He assists in the sourcing, due diligence, execution, and management of the firm’s private investment initiatives. Prior to joining RWR, he worked for McKinsey & Company and Merrill Lynch. He has a BS in Finance and Business Economics from the University of South Carolina and an MBA from Southern Methodist University with a concentration in Finance and Real Estate. Bill enjoys playing golf, spending time on the water, and is an avid Dallas Stars fan.
Katie serves as Chief Administrative Officer of RWR. She provides administrative and operations support to RWR families and investors. Prior to joining RWR, Katie served in financial planning roles at Lee Financial, J.P. Morgan Private Bank, and UBS Private Wealth Management. She has a degree in Personal Financial Planning from Texas Tech University and has been a Certified Financial Planner (CFP) since 2015 and a Certified Divorce Financial Analyst (CDFA) since 2019. Katie is a board member and treasurer of the University Park Preschool Association, the Board Chair for the Community School of the Park Cities and serves on the Texas Tech Personal Financial Planning Alumni Advisory Board. She resides in Dallas with her husband and two daughters.
Mr. Tucker is an Operating Partner and Strategic Advisor at KMT Advisory providing post acquisition value creation for private equity firms and strategic buyers and also partnering with CEO’s/Founders to accelerate the value of their organization. Prior to his current role he held numerous C-suite roles leading the growth and transformation agenda for PE-backed and Fortune 500 CPG firms including HomePlate Peanut Butter, IHOP Frozen Breakfast, White Wave Foods, Con Agra and Coca-Cola USA. Mr. Tucker has an MBA from the Booth School of Business at the University of Chicago and a BBA from the University of the Pacific.
Mr. Robinson is a Strategic Advisor for successful families and institutions. Formerly he was President of the Baylor Scott & White Dallas Foundation (BS&W Health), enabling the Baylor hospital system to excel in the delivery of quality medical services. Prior to his BS&W Health role, Mr. Robinson spent 26 years in the banking industry. In his last role as the President of Bank of America in Dallas, he represented the bank and its 8,000 associates in a wide range of business, civic and political venues. Mr. Robinson earned his bachelor’s degree in business administration from the Cox School of Business at Southern Methodist University. In addition, he received a master’s degree in liberal studies from the Simmons School at SMU.
Mr. Swartz is the Chief Executive Officer at SBI Investments, a private investment firm allocating to private equity, private credit and philanthropy. Through SBI he is also a Partner at Optima Mergers & Acquisitions, a sell-side investment bank, a member of the Board of Advisors at Balerion Space Ventures, and a member of the Board of Directors at Legacy Knight. Prior to his current roles, he served on the Board of Directors of Briarcliffe Credit Partners, CapturePoint, Event Dynamic, McMahon Contracting and TruEnergy Services. Mr. Swartz was the Chief Investment Officer of J Cleo Thompson Investments and Henry Investment Group, both single-family offices.
Dr. Ciarochi is a General Partner at Greenwood & Cavalier, an early-stage venture capital firm. He is also the Chief Operating Officer of Rooted Rhythm Therapy, a family health and wellness practice specializing in parent/child integrated therapy. Prior to his venture capital career, Dr. Ciarochi was a practicing physician and founded and sold multiple businesses ranging from retail computer services and support to medical practice management and technology. Dr. Ciarochi has an MBA from the Cox School of Business at Southern Methodist University, an MD from the University of Texas, Houston, and a BA from Rice University.
Mr. Denby is the Chief Investment Officer at PCC Capital Management, a single-family office. He manages the portfolio allocations for the Prothro Clark family office and its family members. Prior to his current role, he was a Vice President at Morgan Stanley where he provided asset management solutions to family offices, foundations, and middle-market companies. Prior to Morgan Stanley, he worked as a private bank sales trader at JP Morgan and as a Financial Analyst at Value Management Group. Mr. Denby has an MBA from the Cox School of Business at Southern Methodist University and a BS from Washington and Lee University.
Mr. McEvoy is President and Chief Executive Officer of Western Extrusions Corp., a vertically integrated aluminum manufacturer with operations in Texas and New Jersey. He serves on the Boards of the Aluminum Extruders Council and Metrocrest Services. He has a BS from the University of Texas at Austin.
People. Process. Performance.
Our Firm
Who We Are
RWR Investments is a family office-backed, multi-strategy investment firm based in Dallas, Texas. Our team has more than 40 years of collective experience in alternative investments across equity and credit markets. The firm invests and manages capital on behalf of and alongside family offices, ultra-high-net-worth individuals, and select institutions.
What We Do
Our team sources, diligences, and manages investments in the public and private markets. RWR runs a highly selective, rigorous diligence process, and only allocates to our top ideas each year. We opportunistically invest capital through partnerships, co-investment vehicles, and separately managed accounts.
Our Difference
We provide exclusive access to interesting investments investors won’t find elsewhere. We have built long term relationships with the investment community across financial asset classes for decades. We always bet on ourselves and are the first to invest in any opportunity we bring to investors.
We chose the Texas Longhorn as a symbol of our firm because we believe it honors the legacy before us and the values we wish to preserve moving forward. As one of the few adapted American cattle breeds, the longhorn is not only patient and resilient but agile and clever.
Our Strategy
Investment Approach
Our goal is to compound capital for our investors in a tax efficient manner over a long time horizon. We invest as limited partners or general partners across asset classes in public equity, private equity, and credit. We focus on niche opportunities in the lower middle market where larger investors are constrained by size and investment mandate.
Investment Philosophy
Partnership is central to everything we do. We strive to add value in all our investments whether that means network or idea sharing, financing solutions, board representation, or simply staying out of the way. We firmly believe the best way to generate lasting wealth is through ownership of high quality companies that can compound cashflows over long periods of time.
Partnerships and Representative Investments
Our Philanthropy
Philanthropy Approach
Each year the RWR Investments Charitable Fund seeks to give back to causes that are near and dear to its heart. The firm uses a similar approach in selecting its grants as it does for investments with the thought being that we want to partner with great people, with thoughtful processes, and a track record of execution.
Philanthropy Philosophy
The RWR Investments Charitable Fund seeks to help causes that promote Christian values, education, social justice, and environmental causes. The overarching belief is that it is incumbent upon all of us to leave the world a better place than we found it.
Current and Past Grants
Our Team
Willing is the Founder, President and Chief Investment Officer of RWR Investments. He is responsible for the firm’s strategic planning and analysis, asset allocation strategy, and is the chairman of the investment committee. He has more than twenty years of experience in alternative investing in equity and credit markets. He previously served in investment roles at Hudson Advisors, Covalent Capital, and JP Morgan. He has a BA in Economics from the University of Texas at Austin and an MBA from Southern Methodist University with a concentration in Finance. Willing is a member of organizations such as the Family Office Forum, the Texas Family Office Association and the UT System Chancellor’s Council Executive Committee (CCEC). He is also a current board member of Goodwill Industries of Dallas, Inc and Judea Harvest. He is a sixth generation Texan that resides in Dallas with his wife and two children.
Parit serves as Controller of RWR. He manages all back-office functions of the firm including but not limited to accounting, reporting, tax, and treasury management. Prior to RWR, he worked for Sixth Street Partners, Standish Management and Grant Thornton. He has a BBA in Accounting and a Master’s of Science in Taxation both from the University of Texas at Arlington. He has been a CPA in the State of Texas. When Parit is not working, he enjoys spending time with family and friends, playing basketball and volleyball, and watching sports.
Bill serves as Investment Associate for RWR. He assists in the sourcing, due diligence, execution, and management of the firm’s private investment initiatives. Prior to joining RWR, he worked for McKinsey & Company and Merrill Lynch. He has a BS in Finance and Business Economics from the University of South Carolina and an MBA from Southern Methodist University with a concentration in Finance and Real Estate. Bill enjoys playing golf, spending time on the water, and is an avid Dallas Stars fan.
Katie serves as Chief Administrative Officer of RWR. She provides administrative and operations support to RWR families and investors. Prior to joining RWR, Katie served in financial planning roles at Lee Financial, J.P. Morgan Private Bank, and UBS Private Wealth Management. She has a degree in Personal Financial Planning from Texas Tech University and has been a Certified Financial Planner (CFP) since 2015 and a Certified Divorce Financial Analyst (CDFA) since 2019. Katie is a board member and treasurer of the University Park Preschool Association, the Board Chair for the Community School of the Park Cities and serves on the Texas Tech Personal Financial Planning Alumni Advisory Board. She resides in Dallas with her husband and two daughters.
Mr. Tucker is an Operating Partner and Strategic Advisor at KMT Advisory providing post acquisition value creation for private equity firms and strategic buyers and also partnering with CEO’s/Founders to accelerate the value of their organization. Prior to his current role he held numerous C-suite roles leading the growth and transformation agenda for PE-backed and Fortune 500 CPG firms including HomePlate Peanut Butter, IHOP Frozen Breakfast, White Wave Foods, Con Agra and Coca-Cola USA. Mr. Tucker has an MBA from the Booth School of Business at the University of Chicago and a BBA from the University of the Pacific.
Mr. Robinson is a Strategic Advisor for successful families and institutions. Formerly he was President of the Baylor Scott & White Dallas Foundation (BS&W Health), enabling the Baylor hospital system to excel in the delivery of quality medical services. Prior to his BS&W Health role, Mr. Robinson spent 26 years in the banking industry. In his last role as the President of Bank of America in Dallas, he represented the bank and its 8,000 associates in a wide range of business, civic and political venues. Mr. Robinson earned his bachelor’s degree in business administration from the Cox School of Business at Southern Methodist University. In addition, he received a master’s degree in liberal studies from the Simmons School at SMU.
Mr. Swartz is the Chief Executive Officer at SBI Investments, a private investment firm allocating to private equity, private credit and philanthropy. Through SBI he is also a Partner at Optima Mergers & Acquisitions, a sell-side investment bank, a member of the Board of Advisors at Balerion Space Ventures, and a member of the Board of Directors at Legacy Knight. Prior to his current roles, he served on the Board of Directors of Briarcliffe Credit Partners, CapturePoint, Event Dynamic, McMahon Contracting and TruEnergy Services. Mr. Swartz was the Chief Investment Officer of J Cleo Thompson Investments and Henry Investment Group, both single-family offices.
Dr. Ciarochi is a General Partner at Greenwood & Cavalier, an early-stage venture capital firm. He is also the Chief Operating Officer of Rooted Rhythm Therapy, a family health and wellness practice specializing in parent/child integrated therapy. Prior to his venture capital career, Dr. Ciarochi was a practicing physician and founded and sold multiple businesses ranging from retail computer services and support to medical practice management and technology. Dr. Ciarochi has an MBA from the Cox School of Business at Southern Methodist University, an MD from the University of Texas, Houston, and a BA from Rice University.
Mr. Denby is the Chief Investment Officer at PCC Capital Management, a single-family office. He manages the portfolio allocations for the Prothro Clark family office and its family members. Prior to his current role, he was a Vice President at Morgan Stanley where he provided asset management solutions to family offices, foundations, and middle-market companies. Prior to Morgan Stanley, he worked as a private bank sales trader at JP Morgan and as a Financial Analyst at Value Management Group. Mr. Denby has an MBA from the Cox School of Business at Southern Methodist University and a BS from Washington and Lee University.
Mr. McEvoy is President and Chief Executive Officer of Western Extrusions Corp., a vertically integrated aluminum manufacturer with operations in Texas and New Jersey. He serves on the Boards of the Aluminum Extruders Council and Metrocrest Services. He has a BS from the University of Texas at Austin.
Contact us
If you have any questions at all, we would be happy to help. You can message us below, email us at [email protected], or call us at 214.308.1970.
Our Address
3131 Turtle Creek Blvd.
Suite 615
Dallas, Texas 75219
People. Process. Performance.
Our Firm
Who We Are
RWR Investments is a family office-backed, multi-strategy investment firm based in Dallas, Texas. Our team has more than 40 years of collective experience in alternative investments across equity and credit markets. The firm invests and manages capital on behalf of and alongside family offices, ultra-high-net-worth individuals, and select institutions.
What We Do
Our team sources, diligences, and manages investments in the public and private markets. RWR runs a highly selective, rigorous diligence process, and only allocates to our top ideas each year. We opportunistically invest capital through partnerships, co-investment vehicles, and separately managed accounts.
Our Difference
We provide exclusive access to interesting investments investors won’t find elsewhere. We have built long term relationships with the investment community across financial asset classes for decades. We always bet on ourselves and are the first to invest in any opportunity we bring to investors.
We chose the Texas Longhorn as a symbol of our firm because we believe it honors the legacy before us and the values we wish to preserve moving forward. As one of the few adapted American cattle breeds, the longhorn is not only patient and resilient but agile and clever.
Our Strategy
Investment Approach
Our goal is to compound capital for our investors in a tax efficient manner over a long time horizon. We invest as limited partners or general partners across asset classes in public equity, private equity, and credit. We focus on niche opportunities in the lower middle market where larger investors are constrained by size and investment mandate.
Investment Philosophy
Partnership is central to everything we do. We strive to add value in all our investments whether that means network or idea sharing, financing solutions, board representation, or simply staying out of the way. We firmly believe the best way to generate lasting wealth is through ownership of high quality companies that can compound cashflows over long periods of time.
Partnerships and Representative Investments
Our Philanthropy
Philanthropy Approach
Each year the RWR Investments Charitable Fund seeks to give back to causes that are near and dear to its heart. The firm uses a similar approach in selecting its grants as it does for investments with the thought being that we want to partner with great people, with thoughtful processes, and a track record of execution.
Philanthropy Philosophy
The RWR Investments Charitable Fund seeks to help causes that promote Christian values, education, social justice, and environmental causes. The overarching belief is that it is incumbent upon all of us to leave the world a better place than we found it.
Current and Past Grants
Our Team
Willing is the Founder, President and Chief Investment Officer of RWR Investments. He is responsible for the firm’s strategic planning and analysis, asset allocation strategy, and is the chairman of the investment committee. He has more than twenty years of experience in alternative investing in equity and credit markets. He previously served in investment roles at Hudson Advisors, Covalent Capital, and JP Morgan. He has a BA in Economics from the University of Texas at Austin and an MBA from Southern Methodist University with a concentration in Finance. Willing is a member of organizations such as the Family Office Forum, the Texas Family Office Association and the UT System Chancellor’s Council Executive Committee (CCEC). He is also a current board member of Goodwill Industries of Dallas, Inc and Judea Harvest. He is a sixth generation Texan that resides in Dallas with his wife and two children.
Parit serves as Controller of RWR. He manages all back-office functions of the firm including but not limited to accounting, reporting, tax, and treasury management. Prior to RWR, he worked for Sixth Street Partners, Standish Management and Grant Thornton. He has a BBA in Accounting and a Master’s of Science in Taxation both from the University of Texas at Arlington. He has been a CPA in the State of Texas. When Parit is not working, he enjoys spending time with family and friends, playing basketball and volleyball, and watching sports.
Bill serves as Investment Associate for RWR. He assists in the sourcing, due diligence, execution, and management of the firm’s private investment initiatives. Prior to joining RWR, he worked for McKinsey & Company and Merrill Lynch. He has a BS in Finance and Business Economics from the University of South Carolina and an MBA from Southern Methodist University with a concentration in Finance and Real Estate. Bill enjoys playing golf, spending time on the water, and is an avid Dallas Stars fan.
Katie serves as Chief Administrative Officer of RWR. She provides administrative and operations support to RWR families and investors. Prior to joining RWR, Katie served in financial planning roles at Lee Financial, J.P. Morgan Private Bank, and UBS Private Wealth Management. She has a degree in Personal Financial Planning from Texas Tech University and has been a Certified Financial Planner (CFP) since 2015 and a Certified Divorce Financial Analyst (CDFA) since 2019. Katie is a board member and treasurer of the University Park Preschool Association, the Board Chair for the Community School of the Park Cities and serves on the Texas Tech Personal Financial Planning Alumni Advisory Board. She resides in Dallas with her husband and two daughters.
Mr. Tucker is an Operating Partner and Strategic Advisor at KMT Advisory providing post acquisition value creation for private equity firms and strategic buyers and also partnering with CEO’s/Founders to accelerate the value of their organization. Prior to his current role he held numerous C-suite roles leading the growth and transformation agenda for PE-backed and Fortune 500 CPG firms including HomePlate Peanut Butter, IHOP Frozen Breakfast, White Wave Foods, Con Agra and Coca-Cola USA. Mr. Tucker has an MBA from the Booth School of Business at the University of Chicago and a BBA from the University of the Pacific.
Mr. Robinson is a Strategic Advisor for successful families and institutions. Formerly he was President of the Baylor Scott & White Dallas Foundation (BS&W Health), enabling the Baylor hospital system to excel in the delivery of quality medical services. Prior to his BS&W Health role, Mr. Robinson spent 26 years in the banking industry. In his last role as the President of Bank of America in Dallas, he represented the bank and its 8,000 associates in a wide range of business, civic and political venues. Mr. Robinson earned his bachelor’s degree in business administration from the Cox School of Business at Southern Methodist University. In addition, he received a master’s degree in liberal studies from the Simmons School at SMU.
Mr. Swartz is the Chief Executive Officer at SBI Investments, a private investment firm allocating to private equity, private credit and philanthropy. Through SBI he is also a Partner at Optima Mergers & Acquisitions, a sell-side investment bank, a member of the Board of Advisors at Balerion Space Ventures, and a member of the Board of Directors at Legacy Knight. Prior to his current roles, he served on the Board of Directors of Briarcliffe Credit Partners, CapturePoint, Event Dynamic, McMahon Contracting and TruEnergy Services. Mr. Swartz was the Chief Investment Officer of J Cleo Thompson Investments and Henry Investment Group, both single-family offices.
Dr. Ciarochi is a General Partner at Greenwood & Cavalier, an early-stage venture capital firm. He is also the Chief Operating Officer of Rooted Rhythm Therapy, a family health and wellness practice specializing in parent/child integrated therapy. Prior to his venture capital career, Dr. Ciarochi was a practicing physician and founded and sold multiple businesses ranging from retail computer services and support to medical practice management and technology. Dr. Ciarochi has an MBA from the Cox School of Business at Southern Methodist University, an MD from the University of Texas, Houston, and a BA from Rice University.
Mr. Denby is the Chief Investment Officer at PCC Capital Management, a single-family office. He manages the portfolio allocations for the Prothro Clark family office and its family members. Prior to his current role, he was a Vice President at Morgan Stanley where he provided asset management solutions to family offices, foundations, and middle-market companies. Prior to Morgan Stanley, he worked as a private bank sales trader at JP Morgan and as a Financial Analyst at Value Management Group. Mr. Denby has an MBA from the Cox School of Business at Southern Methodist University and a BS from Washington and Lee University.
Mr. McEvoy is President and Chief Executive Officer of Western Extrusions Corp., a vertically integrated aluminum manufacturer with operations in Texas and New Jersey. He serves on the Boards of the Aluminum Extruders Council and Metrocrest Services. He has a BS from the University of Texas at Austin.
Contact us
If you have any questions at all, we would be happy to help. You can message us below, email us at [email protected], or call us at 214.308.1970.
Our Address
3131 Turtle Creek Blvd.
Suite 615
Dallas, Texas 75219
Contact us
If you have any questions at all, we would be happy to help.
You can message us below, email us at [email protected], or call us at 214.308.1970.
Our Address
3131 Turtle Creek Blvd.
Suite 615
Dallas, Texas 75219