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Dana Buttrey Croswhite
Membro del Comitato di Investimento presso Oxbow Advisors LLC
Posizioni attive di Dana Buttrey Croswhite
Società | Posizione | Inizio | Fine |
---|---|---|---|
Oxbow Advisors LLC
![]() Oxbow Advisors LLC Investment ManagersFinance Oxbow Advisors LLC (Oxbow) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by James Theodore (Ted) Oakley in 2011. Oxbow provides investment management services to high net-worth individuals and families. | Membro del Comitato di Investimento | 01/03/2015 | - |
Gestore di Portafoglio-Azioni | 01/03/2015 | - |
Storia della carriera di Dana Buttrey Croswhite
Precedenti posizioni note di Dana Buttrey Croswhite
Società | Posizione | Inizio | Fine |
---|---|---|---|
BancTEXAS Group, Inc. | Corporate Officer/Principal | - | - |
Capital Institutional Services, Inc.
![]() Capital Institutional Services, Inc. Investment Banks/BrokersFinance Founded in 1977, Capital Institutional Services, Inc. (CAPIS) is a broker/dealer located in Dallas, Texas. The firm is structured in distinct divisions including sales, trading, research, accounting, operations and compliance which work together to address the diverse needs of both money managers and fund managers. This approach allows CAPIS to present an array of global trading, transition management, commission recapture, independent research and bundled solutions to their clients. | Corporate Officer/Principal | - | - |
JPMorgan Chase Co. (Investment Management)
![]() JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions. | Corporate Officer/Principal | - | - |
United States Trust Co., NA
![]() United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | - | - |
King Investment Advisors, Inc.
![]() King Investment Advisors, Inc. Investment ManagersFinance Founded in 1981 by Roger E. King, King Investment Advisors, Inc. is a registered investment advisor located in Houston, Texas with an additional office in Irving, Texas. The firm manages investment portfolios for institutional and individual investors. Their institutional clients include corporations, employee retirement plans, public funds, foundations and endowments. King offers a full range of investment advisory services including separately managed stock and bond accounts, financial planning and mutual fund asset allocation portfolios. In addition, they offer tax-efficient and socially responsible investment strategies. | Membro del Comitato di Investimento | 01/08/2007 | 28/02/2015 |
Gestore di Portafoglio-Azioni | 01/08/2007 | - |
Formazione di Dana Buttrey Croswhite
Southern Methodist University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 8 |
Posizioni
Corporate Officer/Principal | 4 |
Investment Committee Member | 2 |
Portfolio Manager-Equities | 2 |
Settori
Finance | 7 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 6 |
---|---|
King Investment Advisors, Inc.
![]() King Investment Advisors, Inc. Investment ManagersFinance Founded in 1981 by Roger E. King, King Investment Advisors, Inc. is a registered investment advisor located in Houston, Texas with an additional office in Irving, Texas. The firm manages investment portfolios for institutional and individual investors. Their institutional clients include corporations, employee retirement plans, public funds, foundations and endowments. King offers a full range of investment advisory services including separately managed stock and bond accounts, financial planning and mutual fund asset allocation portfolios. In addition, they offer tax-efficient and socially responsible investment strategies. | Finance |
JPMorgan Chase Co. (Investment Management)
![]() JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions. | Finance |
United States Trust Co., NA
![]() United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
Capital Institutional Services, Inc.
![]() Capital Institutional Services, Inc. Investment Banks/BrokersFinance Founded in 1977, Capital Institutional Services, Inc. (CAPIS) is a broker/dealer located in Dallas, Texas. The firm is structured in distinct divisions including sales, trading, research, accounting, operations and compliance which work together to address the diverse needs of both money managers and fund managers. This approach allows CAPIS to present an array of global trading, transition management, commission recapture, independent research and bundled solutions to their clients. | Finance |
BancTEXAS Group, Inc. | Finance |
Oxbow Advisors LLC
![]() Oxbow Advisors LLC Investment ManagersFinance Oxbow Advisors LLC (Oxbow) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by James Theodore (Ted) Oakley in 2011. Oxbow provides investment management services to high net-worth individuals and families. | Finance |