Julie Kramer Gerron
Corporate Officer/Principal presso State Bar of Texas
Patrimonio netto: 861 414 $ in data 31/03/2024
Posizioni attive di Julie Kramer Gerron
Società | Posizione | Inizio | Fine |
---|---|---|---|
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 | - | - |
Storia della carriera di Julie Kramer Gerron
Precedenti posizioni note di Julie Kramer Gerron
Società | Posizione | Inizio | Fine |
---|---|---|---|
WESTWOOD HOLDINGS GROUP, INC. | Compliance Officer | 01/01/2004 | 03/04/2023 |
General Counsel | 01/01/2004 | 03/04/2023 | |
Corporate Secretary | 01/01/2004 | 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 | 01/01/1998 | 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 |
Statistiche
Distribuzione geografica
Stati Uniti | 10 |
Posizioni
Corporate Officer/Principal | 6 |
Undergraduate Degree | 1 |
Compliance Officer | 1 |
Settori
Finance | 3 |
Consumer Services | 3 |
Commercial Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
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 |
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