Anna Maria Jones
Plus aucun poste en cours
Profil
Anna Maria Jones worked as a Senior Vice President & Trust Officer at Kanaly Trust LTA and as a Shareholder & Principal at Patriot Wealth Management, Inc. Prior to that, she was a Principal at Arthur Andersen LLP from 1994 to 1994.
She obtained her undergraduate degree from Trinity University.
Anciens postes connus de Anna Maria Jones
| Sociétés | Poste | Fin |
|---|---|---|
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | 30/12/1994 |
Kanaly Trust LTA
 Kanaly Trust LTA Investment ManagersFinance Founded in 1975, Kanaly Trust LTA is a trust company located in Houston Texas. In 2016, Mercer Advisors Inc, a portfolio company of Genstar Capital LLC, acquired Kanaly Trust LTA, a portfolio company of Lovell Minnick Partners LLC. Kanaly Trust offers financial planning, investment management, trust services and wealth management. Their clients include high net-worth individuals and their families. | Corporate Officer/Principal | - |
Patriot Wealth Management, Inc.
 Patriot Wealth Management, Inc. Investment ManagersFinance Founded in 2004, Patriot Wealth Management, Inc. is a wealth management firm and registered investment advisor located in Houston, Texas. The firm provides discretionary investment management services to individuals, profit sharing plans, business entities, trusts, estates and charitable organizations. | Gestionnaire de Portefeuille-Actions | - |
Formation de Anna Maria Jones
| Trinity University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Kanaly Trust LTA
Kanaly Trust LTA Investment ManagersFinance Founded in 1975, Kanaly Trust LTA is a trust company located in Houston Texas. In 2016, Mercer Advisors Inc, a portfolio company of Genstar Capital LLC, acquired Kanaly Trust LTA, a portfolio company of Lovell Minnick Partners LLC. Kanaly Trust offers financial planning, investment management, trust services and wealth management. Their clients include high net-worth individuals and their families. | Finance |
Patriot Wealth Management, Inc.
Patriot Wealth Management, Inc. Investment ManagersFinance Founded in 2004, Patriot Wealth Management, Inc. is a wealth management firm and registered investment advisor located in Houston, Texas. The firm provides discretionary investment management services to individuals, profit sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |