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John Patrick Tuohy
Amministratore Delegato presso SWBC Investment Services LLC
Profilo
John Patrick Tuohy is currently the Chief Executive Officer at SWBC Investment Services LLC since 2019 and the Chief Executive Officer & President at SWBC Investment Co. since 2018.
Previously, he worked as the Senior Vice President & National Sales Leader at Advisors Asset Management, Inc. He completed his undergraduate degree at Providence College.
Posizioni attive di John Patrick Tuohy
Società | Posizione | Inizio |
---|---|---|
SWBC Investment Services LLC
![]() SWBC Investment Services LLC Investment Banks/BrokersFinance SWBC Investment Services LLC operates as security brokers, dealers, and flotation companies. The company is headquartered in San Antonio, TX. | Amministratore Delegato | 09/01/2019 |
SWBC Investment Co.
![]() SWBC Investment Co. Investment ManagersFinance SWBC Investment Co. (SWBC) is a SEC-registered investment advisor headquartered in San Antonio, Texas. They are primarily owned by Southwest Business Corp. The firm provides investment advisory services to individuals, high net worth individuals, banking or thrift institutions, charitable organizations and corporations or other businesses. SWBC also provides discretionary investment management services to registered mutual funds and private pooled investment vehicles. | Amministratore Delegato | 01/09/2018 |
Precedenti posizioni note di John Patrick Tuohy
Società | Posizione | Fine |
---|---|---|
Advisors Asset Management, Inc.
![]() Advisors Asset Management, Inc. Investment ManagersFinance Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations. | Corporate Officer/Principal | - |
Formazione di John Patrick Tuohy
Providence College | 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 |
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Advisors Asset Management, Inc.
![]() Advisors Asset Management, Inc. Investment ManagersFinance Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations. | Finance |
SWBC Investment Services LLC
![]() SWBC Investment Services LLC Investment Banks/BrokersFinance SWBC Investment Services LLC operates as security brokers, dealers, and flotation companies. The company is headquartered in San Antonio, TX. | Finance |
SWBC Investment Co.
![]() SWBC Investment Co. Investment ManagersFinance SWBC Investment Co. (SWBC) is a SEC-registered investment advisor headquartered in San Antonio, Texas. They are primarily owned by Southwest Business Corp. The firm provides investment advisory services to individuals, high net worth individuals, banking or thrift institutions, charitable organizations and corporations or other businesses. SWBC also provides discretionary investment management services to registered mutual funds and private pooled investment vehicles. | Finance |
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