J.B. O'Banion

Fondateur chez Titleist Capital LLC

Profil

Mr. Joe-Ben O'Banion is a Co-Founder & Managing Partner at Titleist Asset Management LLC and a Co-Founder & Managing Partner at Titleist Capital LLC.
He is a member of the company's Investment committee in addition to providing customized portfolio management services to individuals and company retirement plans.
Mr. O'Banion worked with Morgan Stanley assisting clients in all aspects of financial planning and wealth management.
He then accepted a job with Frost Bank in the fixed income and equity division.
He later accepted a senior trader position with CyberTrader, Inc., a division of Charles Schwab, where he gained extensive knowledge educating clients on market mechanics, various trading strategies and risk management for retail and institutional clients.
Mr. O'Banion holds the series 3, 4, 7, 24, 53, 55, 63 and 66 securities licenses and registrations with the Securities and Exchange Commission Financial Industry Regulatory Authority and Municipal Securities Rulemaking Board (MSRB).
He graduated from Texas State University in 1997.

Postes actifs de J.B. O'Banion

Sociétés	Poste	Début
Titleist Capital LLC	Fondateur	01/01/2003
Titleist Asset Management LLC	Fondateur	01/08/2022