Julie Kramer Gerron
Corporate Officer/Principal presso State Bar of Texas
Patrimonio netto: 861 414 $ in data 31/03/2024
Profilo
Julie Kramer Gerron is a member of several bar associations including the State Bar of Texas, Oklahoma Bar Association, and Texas State Bar Association.
She is also a member of the CFA Institute.
Previously, she worked as a Portfolio Manager at Smith Asset Management Group LP from 1998 to 2004.
From 2004 to present, she worked at Westwood Holdings Group, Inc. as Secretary, Chief Compliance Officer & Senior VP.
She also worked as an Assistant Attorney General for the State of Oklahoma.
Ms. Gerron received her undergraduate degree from The University of Texas at Austin in 1989 and her graduate degree from The University of Texas School of Law in 1992.
Partecipazioni note in società pubbliche
| Società | Data | Numero di azioni | Valorizzazione | Data di valutazione |
|---|---|---|---|---|
| 02/05/2023 | 69 920 ( 0.77% ) | 861 414 $ | 31/03/2024 |
Posizioni attive di Julie Kramer Gerron
| Società | Posizione | Inizio |
|---|---|---|
State Bar of Texas
 State Bar of Texas Miscellaneous Commercial ServicesCommercial Services State Bar of Texas provides legal educational programming services. The private company is based in Austin, TX. | Corporate Officer/Principal | - |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
| Oklahoma Bar Association | Corporate Officer/Principal | - |
| Texas State Bar Association | Corporate Officer/Principal | - |
Precedenti posizioni note di Julie Kramer Gerron
| Società | Posizione | Fine |
|---|---|---|
| WESTWOOD HOLDINGS GROUP, INC. | Compliance Officer | 03/04/2023 |
Smith Asset Management Group LP
 Smith Asset Management Group LP Investment ManagersFinance Smith Asset Management Group LP (Smith Group) is a wealth management firm and registered investment advisor headquartered in Dallas, Texas. The firm was founded by Steve Smith in 1995 and they do-business-as Smith Group Asset Management. They are a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately held by Cantor Fitzgerald LP. Smith Group provides portfolio management services to individuals, high net-worth individuals, banking and thrift institutions, investment companies including mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms and UMAs. | Corporate Officer/Principal | 01/01/2004 |
| State of Oklahoma | Corporate Officer/Principal | - |
Formazione di Julie Kramer Gerron
| The University of Texas at Austin | Undergraduate Degree |
| The University of Texas School of Law | Graduate 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
| Società quotate in Borsa | 1 |
|---|---|
| WESTWOOD HOLDINGS GROUP, INC. | Finance |
| Aziende private | 6 |
|---|---|
Smith Asset Management Group LP
Smith Asset Management Group LP Investment ManagersFinance Smith Asset Management Group LP (Smith Group) is a wealth management firm and registered investment advisor headquartered in Dallas, Texas. The firm was founded by Steve Smith in 1995 and they do-business-as Smith Group Asset Management. They are a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately held by Cantor Fitzgerald LP. Smith Group provides portfolio management services to individuals, high net-worth individuals, banking and thrift institutions, investment companies including mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms and UMAs. | Finance |
| State of Oklahoma | Government |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
State Bar of Texas
State Bar of Texas Miscellaneous Commercial ServicesCommercial Services State Bar of Texas provides legal educational programming services. The private company is based in Austin, TX. | Commercial Services |
| Oklahoma Bar Association | |
| Texas State Bar Association |
- Borsa valori
- Insiders
- Julie Kramer Gerron
