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Jeff Swantkowski
Plus aucun poste en cours
Historique de carrière de Jeff Swantkowski
Anciens postes connus de Jeff Swantkowski
Sociétés | Poste | Début | Fin |
---|---|---|---|
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 | - | - |
Lexington Asset Management, Inc.
![]() Lexington Asset Management, Inc. Investment ManagersFinance Lexington Asset Management, Inc. provides investment advice. The company is headquartered in Houston, TX. | Directeur/Membre du Conseil | - | - |
Corporate Officer/Principal | - | - | |
Anderson & Associates LLC | Corporate Officer/Principal | - | - |
Scurlock Permian Corp. | Corporate Officer/Principal | - | - |
KPMG Peat Marwick LLP | 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. | Fondateur | 18/02/2004 | - |
Gestionnaire de Portefeuille-Actions | 18/02/2004 | - |
Formation de Jeff Swantkowski
The University of Texas at Austin | Graduate Degree |
The University of Houston Law Center | Graduate Degree |
Statistiques
Internationale
Etats-Unis | 9 |
Opérationnelle
Corporate Officer/Principal | 5 |
Graduate Degree | 2 |
Founder | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 3 |
Commercial Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 6 |
---|---|
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 |
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 |
KPMG Peat Marwick LLP | Commercial Services |
Scurlock Permian Corp. | |
Anderson & Associates LLC | |
Lexington Asset Management, Inc.
![]() Lexington Asset Management, Inc. Investment ManagersFinance Lexington Asset Management, Inc. provides investment advice. The company is headquartered in Houston, TX. | Finance |
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