Eric Charles Boyce
Directeur Général chez BKA Wealth Consulting Inc.
Profil
Mr. Eric C.
Boyce, CFA, is a Chief Executive Officer, Co-Founder, Chief Investment Officer & Director of Business Appraisal Services at BKA Wealth Consulting Inc. He has extensive experience in security and financial analysis, portfolio strategy and management, business valuation, and private investments.
He has worked in finance, treasury management, investment research and portfolio management since 1991, and he has served in various leadership capacities during his over 25 years professional career.
In addition, he has served as Austin Director for a West Texas investment adviser, as senior portfolio manager for Hester Capital Management, and as Research Director for two other Texas-based registered investment advisers (RIA's).
He earned his B.B.A.
in Finance from the University of Texas at Austin and his M.S.
in Finance from the University of Texas at Dallas.
He earned his Chartered Financial Analyst (CFA) designation from the CFA Institute, and previously earned the designations of Chartered Investment Counselor (CIC) and Certified Cash Manager (CCM).
Postes actifs de Eric Charles Boyce
| Sociétés | Poste | Début |
|---|---|---|
BKA Wealth Consulting Inc.
 BKA Wealth Consulting Inc. Investment ManagersFinance BKA Wealth Consulting Inc. (BKA Wealth) is an independent registered investment adviser headquartered in Cedar Park, Texas. The firm was founded by Eric Boyce and Jeffrey Kikel in 2017. BKA Wealth provides investment advisory services to individuals, high net worth individuals, corporate pension and profit-sharing plans and charitable organizations. | Directeur Général | 01/03/2017 |
Anciens postes connus de Eric Charles Boyce
| Sociétés | Poste | Fin |
|---|---|---|
Hester Capital Management LLC
 Hester Capital Management LLC Investment ManagersFinance Founded in 1989 by Craig Hester, Hester Capital Management LLC is a registered investment advisor located in Austin, Texas with an additional office in Dallas. The firm is a subsidiary of PlainsCapital Corporation, an independent financial services company based in Dallas. Hester Capital Management manages assets for individuals, families, trusts, charitable organizations, endowments, foundations and retirement plans. | Gestionnaire de Portefeuille-Actions | 31/12/2012 |
| Penn Investment Group, Inc. | Corporate Officer/Principal | 01/06/2003 |
Baldwin Anthony Securities, Inc.
 Baldwin Anthony Securities, Inc. Investment Banks/BrokersFinance Founded in 1998, Baldwin Anthony Securities, Inc. is a broker/dealer located in Dallas. They provide value-added, fundamental research and stock valuation analysis on small- and mid-cap stocks as well as trading services with an emphasis on the Southwestern US. The firm is a member of the NASD. | Analyst-Equity | 31/12/2000 |
Lifeworks Services, Inc.
 Lifeworks Services, Inc. Hospital/Nursing ManagementHealth Services Lifeworks Services, Inc. offers healthcare services for children with special needs. Its services include career development, social enrichment services. The company was founded in 1965 and is headquartered in Eagan, MN. | Directeur/Membre du Conseil | - |
First Dallas Holdings, Inc.
 First Dallas Holdings, Inc. Financial ConglomeratesFinance First Dallas Holdings, Inc. operates as a brokerage firm. It offers advisory services to investors. The company is headquartered in Dallas, TX. | Directeur Technique/Scientifique/R&D | - |
Formation de Eric Charles Boyce
| The University of Texas at Austin | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Hester Capital Management LLC
Hester Capital Management LLC Investment ManagersFinance Founded in 1989 by Craig Hester, Hester Capital Management LLC is a registered investment advisor located in Austin, Texas with an additional office in Dallas. The firm is a subsidiary of PlainsCapital Corporation, an independent financial services company based in Dallas. Hester Capital Management manages assets for individuals, families, trusts, charitable organizations, endowments, foundations and retirement plans. | Finance |
Baldwin Anthony Securities, Inc.
Baldwin Anthony Securities, Inc. Investment Banks/BrokersFinance Founded in 1998, Baldwin Anthony Securities, Inc. is a broker/dealer located in Dallas. They provide value-added, fundamental research and stock valuation analysis on small- and mid-cap stocks as well as trading services with an emphasis on the Southwestern US. The firm is a member of the NASD. | Finance |
| NationsBank of Texas NA | Finance |
Grubb & Ellis Co.
 Grubb & Ellis Co. Real Estate DevelopmentFinance Grubb & Ellis Co. is a commercial real estate services and investment management company. The company's range of services includes tenant representation, property and agency leasing, commercial property and corporate facilities management, property sales, appraisal and valuation and commercial mortgage brokerage and investment management. It operates its business through the following segments: Management Services, Transaction Services, Investment Management and Daymark. The Management Services segment includes property management, corporate facilities management, project management, client accounting, business services and engineering services for corporate occupier and real estate investor clients. The Transaction Services segment comprises the company's real estate brokerage, valuation and appraisal operations. The Investment Management segment includes services for acquisition, financing and disposition with respect to its real estate investment trusts, asset management services related to its real estate investment trust, and dealer-manager services by its securities broker-dealer, which facilitates capital raising transactions for its real estate investment trust. The Daymark segment includes services for acquisition, financing and disposition with respect to the company's tenant-in-common programs and asset and property management services related to the company's tenant-in-common programs. The company was by Harold A. Ellis Jr. and Donald James Grubb Sr., founded in 1958 and is headquartered in Santa Ana, CA. | Finance |
| Penn Investment Group, Inc. | |
First Financial Securities, Inc.
 First Financial Securities, Inc. Investment Banks/BrokersFinance First Financial Securities, Inc. provides financial services. The company is headquartered in Courtenay, Canada. | Finance |
First Dallas Holdings, Inc.
First Dallas Holdings, Inc. Financial ConglomeratesFinance First Dallas Holdings, Inc. operates as a brokerage firm. It offers advisory services to investors. The company is headquartered in Dallas, TX. | Finance |
Lifeworks Services, Inc.
Lifeworks Services, Inc. Hospital/Nursing ManagementHealth Services Lifeworks Services, Inc. offers healthcare services for children with special needs. Its services include career development, social enrichment services. The company was founded in 1965 and is headquartered in Eagan, MN. | Health Services |
BKA Wealth Consulting Inc.
BKA Wealth Consulting Inc. Investment ManagersFinance BKA Wealth Consulting Inc. (BKA Wealth) is an independent registered investment adviser headquartered in Cedar Park, Texas. The firm was founded by Eric Boyce and Jeffrey Kikel in 2017. BKA Wealth provides investment advisory services to individuals, high net worth individuals, corporate pension and profit-sharing plans and charitable organizations. | Finance |
