Titleist Announces New CEO (Press Release)

Titleist Asset Management Appoints Jay Coulter as Chief Executive Officer

San Antonio, TX – September 1, 2025 — Titleist Asset Management, LLC (“TAM”), a prominent independent Registered Investment Adviser founded in 2003, announced that Jay Coulter, CFP®, CIMA®, has been appointed Chief Executive Officer. Coulter will lead the company into its next growth phase by expanding its advisory platform, improving its investment services, and further strengthening its reputation as a trusted partner to independent financial advisors.

Coulter, a 25-year veteran of the financial services industry, is well known for founding Resilient Advisor. There, he helped launch 11 RIAs and has mentored financial advisors nationwide. He brings a unique mix of entrepreneurial drive, innovative leadership, and a dedication to empowering advisors.

“We have been collaborating with Jay on a consulting basis for over two years, and his core beliefs, leadership skills, ability to continuously innovate, and focus on building institutional-quality systems make him the ideal person to deliver great results for both our advisors and clients," said Byron Fields, Co-Founder and Managing Partner. “Jay is one of the most respected thought leaders in our industry, and we are honored to have him as CEO of the firm.”

J.B. O’Banion, Co-Founder and Managing Partner, said, “Jay has a remarkable track record of helping advisors transform and succeed. He knows what it takes to thrive in today’s fast-changing, AI-driven landscape, and we are confident that under his leadership, Titleist will continue growing while staying true to the principles that have guided us since 2003.”

Coulter expressed his excitement about the role: “I am honored to join Titleist as CEO. Byron and J.B. have built an impressive company with a culture of advisor independence and client-first principles. I look forward to working with our talented team to expand the Titleist Advisor Network while delivering innovative solutions that help advisors become resilient, high-growth business owners.”

About Titleist Asset Management

Titleist Asset Management offers independent advisors access to premier custodial relationships, the leading TAM360 technology platform, and a team of experienced client service specialists. Through its affiliate, Titleist Capital, LLC, the

firm provides a dual-registration platform that allows advisors to fully serve their clients while retaining the flexibility to expand their own practices.

For more information, visit www.jointitleist.com.

Media Contact:

Dave Smidebush

Chief Operating Officer

Titleist Asset Management, LLC

Phone: 210-826-2424

Email: businessdevelopment@tamgmt.com

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Titleist Asset Management, LLC (“TAM”) is registered with the SEC as an investment adviser. TAM’s affiliate, Titleist Capital, LLC (“Titleist Capital”), is registered with the Securities and Exchange Commission (“SEC”) as a Broker-Dealer and is a member of the Financial Industry Regulatory Authority (“FINRA”) and the Securities Investor Protection Corporation. TAM does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services

​Titleist Advisor Network is affiliated with Titleist Asset Management, LLC and Titleist Capital, LLC. for advisor recruitment.