Profil
Ms. Krueger joined South Texas Money Management as part of the addition of the Austin office formerly Third Coast Wealth Advisors.
She began working in the investment management field in 1978.
Prior to forming Third Coast Wealth Advisors in September 2000, she successfully built and managed her investment firm, Pamela Krueger and Company.
Since May of 1993, she has managed over $70 million in portfolio assets.
As a Portfolio Manager with the Trust Department of First City, Texas - Austin, N.A., she served nine years as Vice President and Manager of the Trust Investments area, where she was responsible for the investments of over 600 trust accounts, representing $500 million in assets.
Ms. Krueger spent two years as an Investment Officer with Union National Bank Trust Department in New Haven, Connecticut and two years with CIGNA Securities as a Financial Planner.
Ms. Krueger graduated with honors from the University of Texas and attended the University of New Haven Graduate School of Business Administration.
Postes actifs de Pamela Krueger
| Sociétés | Poste | Début |
|---|---|---|
Third Coast Wealth Advisors
Third Coast Wealth Advisors Investment ManagersFinance Provides wealth management services | President | 01/09/2000 |
Anciens postes connus de Pamela Krueger
| Sociétés | Poste | Fin |
|---|---|---|
South Texas Money Management Ltd.
South Texas Money Management Ltd. Investment ManagersFinance South Texas Money Management (STMM) employs a disciplined equity investment process supported by quantitative tools for stock selection, portfolio construction and portfolio risk control, as well as fundamental research. For fixed income portfolios, the firm uses a disciplined bond selection process utilizing credit ratings reports and other fundamental credit research prepared by third-party independent research providers. STMM also utilizes macroeconomic research performed both internally and by third parties. The firm's Core Equity strategy includes two distinct styles: value and growth. The purpose of this style diversification is to participate in all market trends, whether driven by value or growth. STMM seeks to ensure that client portfolios have four levels of diversification: value and growth, sector and industry, size of companies (capitalization), and individual stocks. STMM uses a Value Screen to identify stocks that are trading at a low price-to-cash flow multiple, but have stabilized the business weakness that led to the low valuation. They also consider these stocks’ relative p/e to the S&P 500; balance sheet quality; and margins and cash flow, which must not be deteriorating. The firm's Growth Screen is designed to identify stocks with accelerating earnings and revenue growth rates. Equity investments generally may include stocks, REITs, publicly traded limited partnerships/trusts, ETFs, IPOs, mutual or common funds, and ADRs. If fixed income investments are appropriate, STMM uses issuers, rated A or better, with an emphasis on diversification. Maturity management is based on the current shape of the yield curve and the past 12-month trends in the yield curve. STMM's Tax Exempt Fixed-Income portfolios are diversified across various issuer types, for example, general obligation, revenue, city, county, school district, etc. Fixed income portfolios generally have an average credit quality of AA or better. Insured municipal bonds also have an underlying issuer rating of A or better. Maturities are limited to a maximum of 15 years. Fixed income portfolio duration is typically within +/- 25% of the duration of the Barclays 1- to 10-year Municipal Blend Index. Tax-Exempt portfolios are typically “buy and hold,” with the total return strategies employed only when market conditions warrant substantial strategy shifts. | Gestionnaire de Portefeuille-Actions | 31/12/2009 |
Formation de Pamela Krueger
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
South Texas Money Management Ltd.
South Texas Money Management Ltd. Investment ManagersFinance South Texas Money Management (STMM) employs a disciplined equity investment process supported by quantitative tools for stock selection, portfolio construction and portfolio risk control, as well as fundamental research. For fixed income portfolios, the firm uses a disciplined bond selection process utilizing credit ratings reports and other fundamental credit research prepared by third-party independent research providers. STMM also utilizes macroeconomic research performed both internally and by third parties. The firm's Core Equity strategy includes two distinct styles: value and growth. The purpose of this style diversification is to participate in all market trends, whether driven by value or growth. STMM seeks to ensure that client portfolios have four levels of diversification: value and growth, sector and industry, size of companies (capitalization), and individual stocks. STMM uses a Value Screen to identify stocks that are trading at a low price-to-cash flow multiple, but have stabilized the business weakness that led to the low valuation. They also consider these stocks’ relative p/e to the S&P 500; balance sheet quality; and margins and cash flow, which must not be deteriorating. The firm's Growth Screen is designed to identify stocks with accelerating earnings and revenue growth rates. Equity investments generally may include stocks, REITs, publicly traded limited partnerships/trusts, ETFs, IPOs, mutual or common funds, and ADRs. If fixed income investments are appropriate, STMM uses issuers, rated A or better, with an emphasis on diversification. Maturity management is based on the current shape of the yield curve and the past 12-month trends in the yield curve. STMM's Tax Exempt Fixed-Income portfolios are diversified across various issuer types, for example, general obligation, revenue, city, county, school district, etc. Fixed income portfolios generally have an average credit quality of AA or better. Insured municipal bonds also have an underlying issuer rating of A or better. Maturities are limited to a maximum of 15 years. Fixed income portfolio duration is typically within +/- 25% of the duration of the Barclays 1- to 10-year Municipal Blend Index. Tax-Exempt portfolios are typically “buy and hold,” with the total return strategies employed only when market conditions warrant substantial strategy shifts. | Finance |
The University of Texas at Austin
The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Third Coast Wealth Advisors
Third Coast Wealth Advisors Investment ManagersFinance Provides wealth management services | Finance |
















