Profilo
Ms. Dorothy G.
Wood is a Portfolio Manager at Frost Investment Advisors LLC.
She manages portfolios for high net worth individuals, pensions, trusts and non-profit organizations in the San Antonio and Corpus Christi markets.
She has over 25 years of investment experience.
Ms. Wood was previously employed as Investment Officer by Broadway National Bank (Texas).
Ms. Wood received her Bachelor’s degree from Texas State University.
She is a graduate of the ABA National Trust Graduate School at Northwestern University in Evanston, Illinois and a Certified Trust and Financial Adviser & also a CERTIFIED FINANCIAL PLANNER™ practitioner.
Precedenti posizioni note di Dorothy Germany Wood
| Società | Posizione | Fine |
|---|---|---|
Frost Investment Advisors LLC
 Frost Investment Advisors LLC Investment ManagersFinance Frost Investment Advisors LLC is a SEC-registered investment advisor headquartered in San Antonio, Texas. The firm was founded in 1868 and is a wholly owned subsidiary of Frost Bank, itself wholly owned by Cullen/Frost Bankers, Inc. (NYSE: CFR). Frost Investment Advisors offers a family of diversified mutual funds and provides investment advisory services designed to meet the goals of their institutional, family office and individual clients. | Gestore di Portafoglio-Azioni | 31/12/2016 |
Broadway National Bank (Texas)
 Broadway National Bank (Texas) Major BanksFinance Part of Broadway Bancshares, Inc., Broadway National Bank (Texas) is a nationally chartered commercial bank. The company is based in San Antonio, TX. David Bohne has been the CEO of the company since 2016. Broadway National Bank (Texas was acquired by BostonFed Bancorp, Inc. on May 14, 2003. | Corporate Officer/Principal | - |
Formazione di Dorothy Germany Wood
| Texas State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Frost Investment Advisors LLC
Frost Investment Advisors LLC Investment ManagersFinance Frost Investment Advisors LLC is a SEC-registered investment advisor headquartered in San Antonio, Texas. The firm was founded in 1868 and is a wholly owned subsidiary of Frost Bank, itself wholly owned by Cullen/Frost Bankers, Inc. (NYSE: CFR). Frost Investment Advisors offers a family of diversified mutual funds and provides investment advisory services designed to meet the goals of their institutional, family office and individual clients. | Finance |
Broadway National Bank (Texas)
Broadway National Bank (Texas) Major BanksFinance Part of Broadway Bancshares, Inc., Broadway National Bank (Texas) is a nationally chartered commercial bank. The company is based in San Antonio, TX. David Bohne has been the CEO of the company since 2016. Broadway National Bank (Texas was acquired by BostonFed Bancorp, Inc. on May 14, 2003. | Finance |
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