Profil
Mr. Pat D.
Moon, CFA MBA, is a Managing Principal at Meridian Management Co. He manages equity and fixed income portfolios and is a retirement plan consultant for defined contribution plans.
He is a member of the Arkansas CFA society.
He is a partner of Meridian Management.
Prior to joining Meridian Management in April 1997, Mr. Moon was the senior institutional portfolio manager at Boatmen's Trust Company of Arkansas.
He has also managed investment portfolios for First Commercial Trust Company and managed the investment department at Simmons First Bank and Trust in Pine Bluff.
He received his bachelor's degree in Finance from the University of Central Arkansas and an MBA from Texas Christian University.
He is a Chartered Financial Analyst and a Chartered Investment Counselor.
Postes actifs de Pat David Moon
| Sociétés | Poste | Début |
|---|---|---|
Meridian Management Co.
 Meridian Management Co. Investment ManagersFinance Founded by Lee Bodenhamer, Meridian Management Co., is a registered investment advisor located in Little Rock, Arkansas. The firm was founded in 1977 as a subsidiary of First Variable Life Insurance Co. and became an independent firm in 1983. They are also known as Meridian Investment Advisors. Meridian manages discretionary equity, fixed-income and balanced portfolios using individual securities and/or no-load mutual funds. Their clients include endowments, foundations, company retirement plans, individuals, and high net-worth families. | Directeur Général | 15/07/2022 |
Anciens postes connus de Pat David Moon
| Sociétés | Poste | Fin |
|---|---|---|
| Boatmen's Trust Co. (Missouri) | Gestionnaire de Portefeuille-Actions | - |
Simmons First Trust Co., NA
 Simmons First Trust Co., NA Major BanksFinance Founded in 1903, Simmons First Trust Co. is headquartered in Pine Bluff, Arkansas. They are an investment arm of Simmons First National Bank of Pine Bluff and their ultimate parent is Simmons First National Corp. (NASDAQ: SFNC). | Corporate Officer/Principal | - |
Formation de Pat David Moon
| University of Central Arkansas | Undergraduate Degree |
| Texas Christian University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Meridian Management Co.
Meridian Management Co. Investment ManagersFinance Founded by Lee Bodenhamer, Meridian Management Co., is a registered investment advisor located in Little Rock, Arkansas. The firm was founded in 1977 as a subsidiary of First Variable Life Insurance Co. and became an independent firm in 1983. They are also known as Meridian Investment Advisors. Meridian manages discretionary equity, fixed-income and balanced portfolios using individual securities and/or no-load mutual funds. Their clients include endowments, foundations, company retirement plans, individuals, and high net-worth families. | Finance |
Simmons First Trust Co., NA
Simmons First Trust Co., NA Major BanksFinance Founded in 1903, Simmons First Trust Co. is headquartered in Pine Bluff, Arkansas. They are an investment arm of Simmons First National Bank of Pine Bluff and their ultimate parent is Simmons First National Corp. (NASDAQ: SFNC). | Finance |
| Boatmen's Trust Co. (Missouri) | Finance |
