Profil
Gerald Louis Ray has founded Gerald L.
Ray & Associates Ltd.
in 1977.
He held the title of Chairman until 2018.
He has also worked as a Portfolio Manager at Zale Corp.
from 1962 to 1977.
Mr. Ray's former job includes working as a Managing Director at Wealthstreet Investment Advisors LLC from 2017 to 2021.
Mr. Ray's education history includes an MBA from the University of Pennsylvania in 1959 and an undergraduate degree from Texas A&M University in 1954.
Anciens postes connus de Gerald Louis Ray
| Sociétés | Poste | Fin |
|---|---|---|
Wealthstreet Investment Advisors LLC
 Wealthstreet Investment Advisors LLC Investment ManagersFinance Wealthstreet Investment Advisors LLC (Wealthstreet) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Michael Beck in 2017 and is a subsidiary of Beacon Pointe Advisors LLC, which is owned by Beacon Pointe Holdings LLC. Wealthstreet offers investment advisory services as well as bookkeeping and tax services to individuals, foundations, 401(k) plans, pension and profit-sharing plans, trust, estates, charitable organizations, corporations, and other types of business entities. They do not manage accounts for government entities or pooled investments. | Gestionnaire de Portefeuille-Actions | 08/09/2021 |
Gerald L. Ray & Associates Ltd.
 Gerald L. Ray & Associates Ltd. Investment ManagersFinance Gerald L. Ray & Associates Ltd. is a registered investment advisor located in Dallas, Texas. The firm was formed as Gerald L. Ray & Associates, Inc. in 1977. In 2001, the firm was reorganized and became Gerald L. Ray & Associates Ltd. Gerald L. Ray & Associates offers advisory services to individuals, banks, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other types of business entities. They do not manage accounts for government entities or pooled investments. ^ | Fondateur | 19/03/2018 |
| ZALE CORPORATION | Corporate Officer/Principal | 31/12/1977 |
Formation de Gerald Louis Ray
| University of Pennsylvania | Masters Business Admin |
| Texas A&M 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 |
|---|---|
Gerald L. Ray & Associates Ltd.
Gerald L. Ray & Associates Ltd. Investment ManagersFinance Gerald L. Ray & Associates Ltd. is a registered investment advisor located in Dallas, Texas. The firm was formed as Gerald L. Ray & Associates, Inc. in 1977. In 2001, the firm was reorganized and became Gerald L. Ray & Associates Ltd. Gerald L. Ray & Associates offers advisory services to individuals, banks, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other types of business entities. They do not manage accounts for government entities or pooled investments. ^ | Finance |
Zale Corp.
 Zale Corp. Specialty StoresRetail Trade Zale Corp. operates as a specialty retailer of fine jewelry. The company was founded by Morris B. Zale and William Zale on March 29, 1924 and is headquartered in Irving, TX. | Retail Trade |
Wealthstreet Investment Advisors LLC
Wealthstreet Investment Advisors LLC Investment ManagersFinance Wealthstreet Investment Advisors LLC (Wealthstreet) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Michael Beck in 2017 and is a subsidiary of Beacon Pointe Advisors LLC, which is owned by Beacon Pointe Holdings LLC. Wealthstreet offers investment advisory services as well as bookkeeping and tax services to individuals, foundations, 401(k) plans, pension and profit-sharing plans, trust, estates, charitable organizations, corporations, and other types of business entities. They do not manage accounts for government entities or pooled investments. | Finance |
