Kevin A. Kaylakie, CFP®, CPWA®
Founder, Chief Executive Officer
Kevin is the Founder & CEO of SineCera Capital, LLC, a boutique multi-family office and wealth advisory firm located in Austin, TX. He has spent the majority of his career working exclusively with high-net-worth families, family offices, and business owners.
Prior to founding SineCera Capital, Kevin worked with Northern Trust, Merrill Lynch, and a large Registered Investment Advisory firm in Central Texas.
He graduated from Auburn University where he earned his BSBA in International Business. He has also earned the Certified Financial Planner® and Certified Private Wealth Advisor® designations through advanced studies at The University of Texas at Austin and The University of Chicago Booth School of Business.
As a native and dedicated Austinite, Kevin has volunteered with many local organizations including Hospice Austin, The Capital Area Dental Foundation, The Seton Fund, Austin Opera, The Mary Claire Project, Emmaus Catholic Parish, and The Diocese of Austin.
When he is away from the office, he enjoys spending time with his wife and their five children. Kevin is an avid reader, marginal golfer, amateur woodworker, and enjoys recharging at his family’s ranch in the Texas Hill Country.
Adam J. Packer, CFA®, CAIA®
Partner, Chief Investment Officer
Adam is the CIO for SineCera Capital in Austin, Texas. He is responsible for overseeing the due diligence and investment selection process for all investments, both public and private, for SineCera Capital.
Prior to joining SineCera Capital, Adam managed the due diligence team at MicroVentures, a leading equity crowdfunding platform that has helped raise over $200 million in venture capital for more than 250 companies. Previously, he also managed the institutional due diligence process for one of the largest retirement consulting teams at Morgan Stanley. There, he built and oversaw investment portfolios for large defined contribution and defined benefit plans, and high net-worth clients. In 2015, Barron's named his team one of the top institutional retirement advisors in the country.
Adam earned his BA in Business Economics from the University of California at Los Angeles (UCLA), with minors in Accounting and Philosophy. He is both a CFA and CAIA charterholder.
He enjoys spending time with his wife and daughter, cycling, rooting for his favorite sports team, and exploring Austin's food & wine scene.
connee sullivan
Partner, Head of Family Office Services
Connee is the Head of Family Office Services for SineCera Capital. She oversees financial administration and consolidated reporting as well as other related services for our wealth advisory clients.
Prior to joining SineCera, she held a number of executive positions with private placement and private equity firms, including the investment division of the Prudential Insurance Company of America, and practiced briefly as a CPA with Arthur Andersen & Co.
She earned an MBA from the Darden School at the University of Virginia and a BBA in Accounting from the College of William and Mary.
With a particular passion for philanthropy, Connee has been involved with a variety of organizations including LifeWorks, Austin Opera, the Women’s Symphony League and The University of Virginia. As a member of the collective giving organization Impact Austin, she led grant committees for several years.
She enjoys downtown living as an empty nester, exploring the local restaurant and entertainment scene with her husband and the hike and bike trail with her dog.
Ed Drake, CFP®, MSFP, AEP®
Director, Family Office Consulting
Ed is the Director of Family Office Consulting for SineCera Capital, a dedicated practice focused on serving the unique needs of family offices.
Prior to joining SineCera Capital, Ed served as the Executive Managing Director of Family Office Services at Baker Tilly US, LLP and Baker Tilly Wealth Management, LLC, where he provided guidance to numerous families on critical wealth management matters ranging from investment strategy, family governance and family office operations.
Recognized as a thought leader in the industry, he frequently shares his expertise at conferences and through esteemed publications.
Ed holds a BBA in Finance and Marketing from the University of Wisconsin in Madison. A Masters of Science in Financial Planning from The College for Financial Planning. He has also earned the Certified Financial Planner® and Accredited Estate Planner® designations.
Ed and his wife live in Houston, Texas and have one grown daughter who lives nearby. In his free time, Ed is an avid outdoorsman and enjoys traveling to remote locations.