James Steven Orr
Direttore degli Investimenti presso Texas Capital Bank Wealth Management Services, Inc.
Posizioni attive di James Steven Orr
Società | Posizione | Inizio | Fine |
---|---|---|---|
Texas Capital Bank Wealth Management Services, Inc.
Texas Capital Bank Wealth Management Services, Inc. Investment ManagersFinance Texas Capital Bank Wealth Management Services, Inc., dba Texas Capital Bank Private Wealth Advisors (Texas Capital), is a SEC-registered investment adviser and wealth management firm headquartered in Dallas, Texas. The firm was founded in 2002 and is a wholly owned subsidiary of Texas Capital Bank, which is owned by Texas Capital Bancshares, Inc. (NASDAQ: TCBI). Texas Capital provides financial planning, wealth strategy and family governance consultation, and portfolio management services to high-net-worth individuals, trusts, foundations, endowments, and corporate entities, including, but not limited to, family-operated businesses. | Direttore degli Investimenti | - | - |
Responsabile della Conformità | 01/01/2019 | - | |
Gestore di Portafoglio-Azioni | 01/01/2019 | - | |
Responsabile della banca privata | - | - |
Storia della carriera di James Steven Orr
Precedenti posizioni note di James Steven Orr
Società | Posizione | Inizio | Fine |
---|---|---|---|
Communities Foundation of Texas
Communities Foundation of Texas Investment Trusts/Mutual FundsMiscellaneous Communities Foundation of Texas provides different ways to make charitable contributions while realizing significant tax advantages. The foundation handles the investment of the gift, listen to the donor's priorities and manage its distribution in charitable grants to worthwhile causes. Communities Foundation of Texas was founded in 1953 and is headquartered in Dallas, TX. | Corporate Officer/Principal | 01/01/2006 | 01/07/2013 |
Citigroup Asset Management | Corporate Officer/Principal | 01/11/1997 | 01/04/2001 |
ASSOCIATES FIRST CAPITAL CORPORATION | Corporate Officer/Principal | 01/01/1997 | 01/01/2001 |
Caterpillar Securities, Inc. | Corporate Officer/Principal | 01/01/1993 | 01/01/1997 |
Formazione di James Steven Orr
Texas State University | Masters Business Admin |
University of Texas at Austin Graduate School | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 8 |
Posizioni
Corporate Officer/Principal | 4 |
Chief Investment Officer | 1 |
Compliance Officer | 1 |
Settori
Finance | 4 |
Consumer Services | 3 |
Miscellaneous | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Società quotate in Borsa | 1 |
---|---|
ASSOCIATES FIRST CAPITAL CORPORATION | Finance |
Aziende private | 4 |
---|---|
Texas Capital Bank Wealth Management Services, Inc.
Texas Capital Bank Wealth Management Services, Inc. Investment ManagersFinance Texas Capital Bank Wealth Management Services, Inc., dba Texas Capital Bank Private Wealth Advisors (Texas Capital), is a SEC-registered investment adviser and wealth management firm headquartered in Dallas, Texas. The firm was founded in 2002 and is a wholly owned subsidiary of Texas Capital Bank, which is owned by Texas Capital Bancshares, Inc. (NASDAQ: TCBI). Texas Capital provides financial planning, wealth strategy and family governance consultation, and portfolio management services to high-net-worth individuals, trusts, foundations, endowments, and corporate entities, including, but not limited to, family-operated businesses. | Finance |
Communities Foundation of Texas
Communities Foundation of Texas Investment Trusts/Mutual FundsMiscellaneous Communities Foundation of Texas provides different ways to make charitable contributions while realizing significant tax advantages. The foundation handles the investment of the gift, listen to the donor's priorities and manage its distribution in charitable grants to worthwhile causes. Communities Foundation of Texas was founded in 1953 and is headquartered in Dallas, TX. | Miscellaneous |
Citigroup Asset Management | Finance |
Caterpillar Securities, Inc. |
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