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Julie Gerron
Corporate Officer/Principal chez
State Bar of Texas
Profil
Julie Kramer Gerron is currently a Member at the State Bar of Texas, Oklahoma Bar Association, CFA Institute, and Texas State Bar Association.
Former roles include Portfolio Manager at Smith Asset Management Group LP from 1998 to 2004, Secretary, Chief Compliance Officer & Senior VP at Westwood Holdings Group, Inc. from 2004 to 2023, and Assistant Attorney General at the State of Oklahoma.
Education includes an undergraduate degree from The University of Texas at Austin in 1989 and a graduate degree from The University of Texas School of Law in 1992.
Postes actifs de Julie Gerron
| Sociétés | Poste | Début |
|---|---|---|
State Bar of Texas
 State Bar of Texas Miscellaneous Commercial ServicesCommercial Services Provides legal educational programming services | Corporate Officer/Principal | - |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Corporate Officer/Principal | - |
Oklahoma Bar Association
 Oklahoma Bar Association Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit organization that provides legal services | Corporate Officer/Principal | - |
Texas State Bar Association | Corporate Officer/Principal | - |
Anciens postes connus de Julie Gerron
| Sociétés | Poste | Fin |
|---|---|---|
| WESTWOOD HOLDINGS GROUP, INC. | Compliance Officer | 03/04/2023 |
Smith Asset Management Group LP
 Smith Asset Management Group LP Investment ManagersFinance Smith Group applies an engineering approach to investment management. The firm leverages technology and fundamental research to identify companies with undiscovered growth potential, creating portfolios designed to produce attractive return patterns. Using both quantitative and qualitative analysis, they invest in high quality companies poised to accelerate earnings growth and exceed investor expectations. Smith Group invests, under normal market conditions, in common stocks and other equity securities. These securities may be traded over the counter or listed on an exchange. Reasons to sell a stock may include: negative earnings forecast or report, valuation concerns, company official’s downward guidance on company performance or earnings, or announcement of a buyout. | Corporate Officer/Principal | 01/01/2004 |
State of Oklahoma
 State of Oklahoma Province/StateGovernment Functions as a regional level government authority | Corporate Officer/Principal | - |
Formation de Julie Gerron
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
94
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Smith Asset Management Group LP
Smith Asset Management Group LP Investment ManagersFinance Smith Group applies an engineering approach to investment management. The firm leverages technology and fundamental research to identify companies with undiscovered growth potential, creating portfolios designed to produce attractive return patterns. Using both quantitative and qualitative analysis, they invest in high quality companies poised to accelerate earnings growth and exceed investor expectations. Smith Group invests, under normal market conditions, in common stocks and other equity securities. These securities may be traded over the counter or listed on an exchange. Reasons to sell a stock may include: negative earnings forecast or report, valuation concerns, company official’s downward guidance on company performance or earnings, or announcement of a buyout. | Finance |
Westwood Holdings Group, Inc.
 Westwood Holdings Group, Inc. Investment ManagersFinance Operates as a holding company though its subsidiaries provides investment and wealth management services | Finance |
State of Oklahoma
State of Oklahoma Province/StateGovernment Functions as a regional level government authority | Government |
The University of Texas at Austin
 The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Commercial Services |
State Bar of Texas
State Bar of Texas Miscellaneous Commercial ServicesCommercial Services Provides legal educational programming services | Commercial Services |
Oklahoma Bar Association
Oklahoma Bar Association Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit organization that provides legal services | Commercial Services |
Texas State Bar Association | |
The University of Texas School of Law
 The University of Texas School of Law Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
