Profil
Mr. David J.
Jesulaitis, CPA, is a Principal & Client Advisor at Avalon Advisors LLC.
Prior to joining Avalon Advisors in 2005, Mr. Jesulaitis was a tax associate at KPMG where he focused on corporate and individual tax planning issues.
Upon graduation, he joined Verner, Liipfert, Bernhard, McPherson & Hand as an associate in the corporate restructuring and tax group.
He represented clients on both debtor and creditor issues and was involved in several prominent corporate restructurings during the 1990s.
In 1998, he returned to KPMG and from 1998 to 2005, he was responsible for leading tax planning initiatives for Fortune 1000 clients, middle market corporations and high net worth individuals.
He became a partner in 2003 and subsequently held various leadership positions in the Houston office.
Mr. Jesulaitis attended the University of Houston Law Center, where he graduated cum laude with his Juris Doctor and was a member of the Houston Law Review.
Anciens postes connus de David John Jesulaitis
| Sociétés | Poste | Fin |
|---|---|---|
KPMG, Inc.
KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Provides audit and accounting services | Corporate Officer/Principal | 31/12/2004 |
Verner, Liipfert, Bernhard, Mcpherson & Hand | Corporate Officer/Principal | 31/12/1997 |
KPMG, Inc.
KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Provides audit and accounting services | Corporate Officer/Principal | 01/01/1992 |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon employs a fundamental, long-term approach in evaluating securities, seeks a return reflective of the underlying asset class for each account, and aims to maintain lower volatility. The firm will raise cash reserves during periods of unusual market risk, but generally seeks to maintain a fully invested posture over a typical market cycle. Securities selected are generally expected to be held to be held for long-term capital gains, with the goal of providing higher after-tax returns. | Corporate Officer/Principal | - |
Formation de David John Jesulaitis
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon employs a fundamental, long-term approach in evaluating securities, seeks a return reflective of the underlying asset class for each account, and aims to maintain lower volatility. The firm will raise cash reserves during periods of unusual market risk, but generally seeks to maintain a fully invested posture over a typical market cycle. Securities selected are generally expected to be held to be held for long-term capital gains, with the goal of providing higher after-tax returns. | Finance |
KPMG, Inc.
KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Provides audit and accounting services | Commercial Services |
The University of Texas at Austin
The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Houston
University of Houston Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Verner, Liipfert, Bernhard, Mcpherson & Hand |
















