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Postes actifs de Kevin M. Harris
Sociétés | Poste | Début | Fin |
---|---|---|---|
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. | Directeur en chef des Investissements | 01/01/2017 | - |
President | 01/01/2017 | - | |
Responsable de la banque privée | 01/01/2017 | - |
Historique de carrière de Kevin M. Harris
Anciens postes connus de Kevin M. Harris
Sociétés | Poste | Début | 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 | 01/01/2004 | - |
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 | 01/01/2010 | - |
Gestionnaire de Portefeuille-Actions | 01/01/2010 | - | |
Portfolio Manager-Fixed Income | 16/04/2012 | - | |
Stratège de marché | 01/01/2010 | - |
Formation de Kevin M. Harris
The University of Texas at Austin | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 7 |
Opérationnelle
Corporate Officer/Principal | 3 |
Founder | 1 |
Portfolio Manager-Equities | 1 |
Sectorielle
Finance | 5 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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 |
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