Michael J. Simon

Michael J. Simon

Gestore di Portafoglio-Azioni presso Holt Capital Advisors LLC

Finance
Consumer Services

Profilo

Mr. Michael J.
Simon
, CFA MBA, is Partner at Holt Capital Advisors LLC.
Mr. Simon was employed as Senior Portfolio Manager & Global Partner by Invesco Advisers from 2001 to 2010.
He was an Equity Analyst at Luther King Capital Management from 1996 to 2001.
He performed equity analysis to support investment decisions in the financial and consumer staples sectors.
Developed convertible bond, macro-economic, and quantitative analysis tools to support firm-wide investment decisions.
Mr. Simon was also an Investment Officer at Fourth Financial Corporation and First Commercial Corporation from 1989 to 1996.
He served as Management trainee in the finance department at First Commercial Corporation and has a broad investment experience with equity, taxable fixed income, and tax-exempt fixed income portfolios and funds.
He was a Director and Chair of Audit Committee for Heads-Up Technologies, Inc and Occasional Faculty at Texas Christian University at the Finance Department.
He holds a Bachelor of Business Administration with a major in Finance from the Texas Christian University and earned his Master of Business Administration with high honors from the University of Chicago, Booth School of Business.
He is a Chartered Financial Analyst, a Member of the CFA Society Houston, World Affairs Council of Houston and Houston Committee on Foreign Relations.

Posizioni attive di Michael J. Simon

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/01/2016
Tutte le posizioni attive di Michael J. Simon

Precedenti posizioni note di Michael J. Simon

SocietàPosizioneFine
Analyst-Equity 31/12/2000
Corporate Officer/Principal -
Fourth Financial Corp. Corporate Officer/Principal -
Gestore di Portafoglio-Azioni -
Vedi nel dettaglio l'esperienza di Michael J. Simon

Formazione di Michael J. Simon

Texas Christian University Undergraduate Degree
The University of Chicago Booth School of Business Masters Business Admin

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Michael J. Simon

Relazioni

16

Relazioni di 1° grado

7

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private5
Fourth Financial Corp.

Finance

Finance

Finance

Finance

Finance

Vedi le connessioni aziendali
  1. Borsa valori
  2. Insiders
  3. Michael J. Simon
-40% Offerta a tempo limitato: i nostri abbonamenti ti guidano verso i migliori investimenti di domani.
APPROFITTANE ORA