Profilo
Ms. Marilou Moursund, CFA MBA, is a Co-Chief Executive Officer & Manager at Crossvault Capital Management LLC.
She has over 38 years of investment experience.
Before forming Crossvault Capital Management, LLC, she was a portfolio manager for thirteen years at Austin, Calvert & Flavin, Inc., a registered investment advisor with over $1.5 billion in assets under management.
Ms. Moursund had direct responsibility for portfolio management, research, fixed income portfolio management and client service.
Prior to her affiliation with Austin, Calvert & Flavin, Inc., Ms. Moursund was as Assistant Vice President and Investment Manager at First Federal Savings and Loan Association of San Antonio where she was responsible for the management of a $120 million portfolio of money market instruments, fixed-income securities, and mortgage-backed securities.
She is a past president of The San Antonio Society of Financial Analysts.
She has served on the boards of the San Antonio Academy, The Battle of Flowers Association, The Christ Episcopal Church Endowment, the Baumberger Endowment, and Alamo Title Company.
Ms. Moursund graduated summa cum laude and with Special Honors from the Plan II program at The University of Texas at Austin with a Bachelor of Arts degree.
She received a Master of Business Administration degree with a concentration in finance from The McCombs School of Business at The University of Texas at Austin.
She is a holder of the Chartered Financial Analyst designation.
Precedenti posizioni note di Marilou Moursund
Società | Posizione | Fine |
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Crossvault Capital Management LLC
Crossvault Capital Management LLC Investment ManagersFinance Crossvault Capital Management LLC (Crossvault) is an investment advisory firm headquartered in San Antonio, Texas. It was founded by Laura Ehrenberg-Chesler and Marilou Moursund in 1999. In 2022, the firm was acquired by Prime Capital Investment Advisors LLC, a subsidiary of CHHSZ Holdings LLC. Crossvault provides traditional, customized portfolio management for high net worth investors and institutions. | Chief Executive Officer | 01/07/2022 |
Austin, Calvert & Flavin, Inc.
Austin, Calvert & Flavin, Inc. Investment ManagersFinance Founded in 1981, Austin, Calvert & Flavin, Inc. is a registered investment advisor located in San Antonio, Texas. The firm is a subsidiary of Mastrapasqua Asset Management, Inc., a registered investment advisor located in Nashville, Tennessee. Austin, Calvert & Flavin manages investments in equity and fixed-income assets for retirement plans, public entities, hospitals, Taft Hartley plans, foundations, endowments, corporations, trusts and high net-worth individuals | Corporate Officer/Principal | - |
Formazione di Marilou Moursund
The University of Texas at Austin | Masters Business Admin |
Esperienze
Posizioni ricoperte
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Inattive
Società quotate in Borsa
Aziende private
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Relazioni di 1° grado
Aziende connesse in 1º grado
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Donna
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Società collegate
Aziende private | 2 |
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Austin, Calvert & Flavin, Inc.
Austin, Calvert & Flavin, Inc. Investment ManagersFinance Founded in 1981, Austin, Calvert & Flavin, Inc. is a registered investment advisor located in San Antonio, Texas. The firm is a subsidiary of Mastrapasqua Asset Management, Inc., a registered investment advisor located in Nashville, Tennessee. Austin, Calvert & Flavin manages investments in equity and fixed-income assets for retirement plans, public entities, hospitals, Taft Hartley plans, foundations, endowments, corporations, trusts and high net-worth individuals | Finance |
Crossvault Capital Management LLC
Crossvault Capital Management LLC Investment ManagersFinance Crossvault Capital Management LLC (Crossvault) is an investment advisory firm headquartered in San Antonio, Texas. It was founded by Laura Ehrenberg-Chesler and Marilou Moursund in 1999. In 2022, the firm was acquired by Prime Capital Investment Advisors LLC, a subsidiary of CHHSZ Holdings LLC. Crossvault provides traditional, customized portfolio management for high net worth investors and institutions. | Finance |
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