Profilo
Mr. Gregg Pfaff is Wealth Manager & Managing Director at Baker Avenue Asset Management LP.
Prior to joining Baker Avenue in 2012, Mr. Pfaff was the Senior Vice President of Texas Capital Banks’ Wealth Management and Trust Division.
Prior to that, he was Vice President & Senior Account Executive at Fidelity Investments.
Mr. Pfaff holds a BS in Finance and Public Relations from Texas Tech University.
He is a Registered Investment Advisor with multiple NASD securities licenses.
He is a member of the Dallas Estate Planning Counsel and the Estate Planning Counsel of North Texas.
Precedenti posizioni note di Gregg Pfaff
| Società | Posizione | Fine |
|---|---|---|
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | 01/10/2008 |
Resource Bank, NA (Dallas, Texas)
 Resource Bank, NA (Dallas, Texas) Major BanksFinance Texas Capital Bank, the principal subsidiary of Texas Capital Bancshares (NASDAQ: TCBI), is a commercial bank that delivers highly personalized financial services to Texas-based businesses with more than $5 million in annual revenue. It recognizes the inherent link between business and personal wealth. So the company created a full-service private client group to serve individuals, families and their business interests. It manages the personal wealth of Texans with net worth of more than $1 million. By assembling the most experienced bankers in the state, Texas Capital Bank has created a new level of service excellence. | Corporate Officer/Principal | - |
Baker Avenue Asset Management LP
 Baker Avenue Asset Management LP Investment ManagersFinance Baker Avenue Asset Management LP (dba BakerAvenue) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Simon Baker in 2004. BakerAvenue provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts, and other US institutions. | Gestore di Portafoglio-Azioni | - |
Formazione di Gregg Pfaff
| Texas Tech 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 | 3 |
|---|---|
Baker Avenue Asset Management LP
Baker Avenue Asset Management LP Investment ManagersFinance Baker Avenue Asset Management LP (dba BakerAvenue) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Simon Baker in 2004. BakerAvenue provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts, and other US institutions. | Finance |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
Resource Bank, NA (Dallas, Texas)
Resource Bank, NA (Dallas, Texas) Major BanksFinance Texas Capital Bank, the principal subsidiary of Texas Capital Bancshares (NASDAQ: TCBI), is a commercial bank that delivers highly personalized financial services to Texas-based businesses with more than $5 million in annual revenue. It recognizes the inherent link between business and personal wealth. So the company created a full-service private client group to serve individuals, families and their business interests. It manages the personal wealth of Texans with net worth of more than $1 million. By assembling the most experienced bankers in the state, Texas Capital Bank has created a new level of service excellence. | Finance |
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