Profil
Kevin M.
Harris was the founder of Covenant Multifamily Offices LLC, founded in 2010, where he held the title of Chief Investment Strategist.
Currently, he is the President & Chief Investment Officer at TPB Wealth Advisors LLC since 2017.
Mr. Harris's former positions include Principal at Frost Bank (San Antonio, Texas), AIM Investment Group LLC, and Morgan Stanley & Co. LLC.
Mr. Harris received his undergraduate degree from The University of Texas at Austin in 1998.
Postes actifs de Kevin M. Harris
| Sociétés | Poste | Début |
|---|---|---|
TPB Wealth Advisors LLC
 TPB Wealth Advisors LLC Investment ManagersFinance Part of Southwest JLK Corp., TPB Wealth Advisors LLC is a wealth management company based in San Antonio, TX. The company offers personalized wealth planning services, coordinated solutions, and a diverse strategic network to help clients achieve their financial goals. The company was founded in 2009, and the CEO is Brent R. Given. TPB Wealth Advisors was acquired by Luther King Capital Management Corp. from Southwest Bancshares, Inc. (Texas) on June 30, 2023. | President | 01/01/2017 |
Anciens postes connus de Kevin M. Harris
| Sociétés | Poste | Fin |
|---|---|---|
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
Frost Bank (San Antonio, Texas)
 Frost Bank (San Antonio, Texas) Regional BanksFinance Frost Bank provides banking services. The company was Founded in 1868 and is San Antonio, TX. | Corporate Officer/Principal | - |
| AIM Investment Group LLC | Corporate Officer/Principal | - |
Covenant Multifamily Offices LLC
 Covenant Multifamily Offices LLC Investment ManagersFinance Covenant Multifamily Offices LLC (Covenant) is an independent asset management firm headquartered in San Antonio, Texas. The firm was founded by John Eadie in 2009. Covenant provides investment advisory services to individuals, business entities, trusts, estates, charitable organizations and pension and profit sharing plans. | Fondateur | - |
Formation de Kevin M. Harris
| 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 | 5 |
|---|---|
Covenant Multifamily Offices LLC
Covenant Multifamily Offices LLC Investment ManagersFinance Covenant Multifamily Offices LLC (Covenant) is an independent asset management firm headquartered in San Antonio, Texas. The firm was founded by John Eadie in 2009. Covenant provides investment advisory services to individuals, business entities, trusts, estates, charitable organizations and pension and profit sharing plans. | Finance |
Frost Bank (San Antonio, Texas)
Frost Bank (San Antonio, Texas) Regional BanksFinance Frost Bank provides banking services. The company was Founded in 1868 and is San Antonio, TX. | Finance |
| AIM Investment Group LLC | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
TPB Wealth Advisors LLC
TPB Wealth Advisors LLC Investment ManagersFinance Part of Southwest JLK Corp., TPB Wealth Advisors LLC is a wealth management company based in San Antonio, TX. The company offers personalized wealth planning services, coordinated solutions, and a diverse strategic network to help clients achieve their financial goals. The company was founded in 2009, and the CEO is Brent R. Given. TPB Wealth Advisors was acquired by Luther King Capital Management Corp. from Southwest Bancshares, Inc. (Texas) on June 30, 2023. | Finance |