Michael J. Simon
Gestionnaire de Portefeuille-Actions chez Holt Capital Advisors LLC
Profil
Mr. Michael J.
Simon, CFA MBA, is Partner at Holt Capital Advisors LLC.
Mr. Simon was employed as Senior Portfolio Manager & Global Partner by Invesco Advisers from 2001 to 2010.
He was an Equity Analyst at Luther King Capital Management from 1996 to 2001.
He performed equity analysis to support investment decisions in the financial and consumer staples sectors.
Developed convertible bond, macro-economic, and quantitative analysis tools to support firm-wide investment decisions.
Mr. Simon was also an Investment Officer at Fourth Financial Corporation and First Commercial Corporation from 1989 to 1996.
He served as Management trainee in the finance department at First Commercial Corporation and has a broad investment experience with equity, taxable fixed income, and tax-exempt fixed income portfolios and funds.
He was a Director and Chair of Audit Committee for Heads-Up Technologies, Inc and Occasional Faculty at Texas Christian University at the Finance Department.
He holds a Bachelor of Business Administration with a major in Finance from the Texas Christian University and earned his Master of Business Administration with high honors from the University of Chicago, Booth School of Business.
He is a Chartered Financial Analyst, a Member of the CFA Society Houston, World Affairs Council of Houston and Houston Committee on Foreign Relations.
Postes actifs de Michael J. Simon
| Sociétés | Poste | Début |
|---|---|---|
Holt Capital Advisors LLC
 Holt Capital Advisors LLC Investment ManagersFinance Holt Capital Advisors LLC, dba as Holt Capital Partners LP (HCP), is an independent registered investment advisor and wealth management firm headquartered in Fort Worth, Texas. The firm was founded in 2001 by Robert M. Holt, Jr. HCP provides discretionary investment management to high-net-worth families, retirement plans and charitable organizations through managed accounts, as well as a private pooled investment vehicle. | Gestionnaire de Portefeuille-Actions | 01/01/2016 |
Anciens postes connus de Michael J. Simon
| Sociétés | Poste | Fin |
|---|---|---|
Luther King Capital Management Corp.
 Luther King Capital Management Corp. Investment ManagersFinance Luther King Capital Management Corp. (LKCM) is the investment advisory firm headquartered in Fort Worth, Texas and has additional offices in Austin, San Antonio, and Dallas. The firm was founded in 1979 by J. Luther King, Jr. and is a subsidiary of Southwest JLK Corp. LKCM provides investment advisory services to separately managed portfolios for individuals, trusts, estates, charitable organizations, government entities, corporations and other business entities, foundations, endowments, pension and profit-sharing plans, registered investment companies, and private investment partnership as well as to the LKCM Funds. | Analyst-Equity | 31/12/2000 |
First Commercial Corp. (Nevada)
 First Commercial Corp. (Nevada) Financial ConglomeratesFinance Part of First Commercial Financial Corp. (Seguin, Texas), First Commercial Corp. (Nevada) is a bank holding company. The company is based in Reno, NV. | Corporate Officer/Principal | - |
| Fourth Financial Corp. | Corporate Officer/Principal | - |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Gestionnaire de Portefeuille-Actions | - |
Formation de Michael J. Simon
| Texas Christian University | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
| Fourth Financial Corp. | Finance |
Luther King Capital Management Corp.
Luther King Capital Management Corp. Investment ManagersFinance Luther King Capital Management Corp. (LKCM) is the investment advisory firm headquartered in Fort Worth, Texas and has additional offices in Austin, San Antonio, and Dallas. The firm was founded in 1979 by J. Luther King, Jr. and is a subsidiary of Southwest JLK Corp. LKCM provides investment advisory services to separately managed portfolios for individuals, trusts, estates, charitable organizations, government entities, corporations and other business entities, foundations, endowments, pension and profit-sharing plans, registered investment companies, and private investment partnership as well as to the LKCM Funds. | Finance |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Finance |
Holt Capital Advisors LLC
Holt Capital Advisors LLC Investment ManagersFinance Holt Capital Advisors LLC, dba as Holt Capital Partners LP (HCP), is an independent registered investment advisor and wealth management firm headquartered in Fort Worth, Texas. The firm was founded in 2001 by Robert M. Holt, Jr. HCP provides discretionary investment management to high-net-worth families, retirement plans and charitable organizations through managed accounts, as well as a private pooled investment vehicle. | Finance |
First Commercial Corp. (Nevada)
First Commercial Corp. (Nevada) Financial ConglomeratesFinance Part of First Commercial Financial Corp. (Seguin, Texas), First Commercial Corp. (Nevada) is a bank holding company. The company is based in Reno, NV. | Finance |
