Sandy Villere
Gestore di Portafoglio-Azioni presso St. Denis J. Villere & Co. LLC
Patrimonio netto: 150 228 $ in data 30/04/2024
Profilo
Mr. St. Denis J.
Villere, III, is a Partner & Portfolio Manager at St. Denis J.
Villere & Co. LLC.
He joined the firm in 1999.
He has over 24 years of industry experience.
Mr. Villere started his career as an institutional research analyst and equity sell-side analyst with Gerard Klauer Mattison, a Wall Street institutional equity research firm.
Mr. Villere earned a B.S.
in finance from Southern Methodist University.
He is a member of the CFA Institute.
Partecipazioni note in società pubbliche
| Società | Data | Numero di azioni | Valorizzazione | Data di valutazione |
|---|---|---|---|---|
PORCH GROUP, INC.
0.05% | 31/10/2023 | 46 800 ( 0.05% ) | 150 228 $ | 30/04/2024 |
Posizioni attive di Sandy Villere
| Società | Posizione | Inizio |
|---|---|---|
St. Denis J. Villere & Co. LLC
 St. Denis J. Villere & Co. LLC Investment ManagersFinance Founded in 1911, St. Denis J. Villere & Co. LLC is a wealth management firm and registered investment advisor located in New Orleans, Louisiana. The firm's clients include individuals, institutions, retirement plans, corporations and their open-end mutual fund, the Villere Balanced Fund. | Gestore di Portafoglio-Azioni | 01/01/1999 |
Precedenti posizioni note di Sandy Villere
| Società | Posizione | Fine |
|---|---|---|
GKM Advisers LLC
 GKM Advisers LLC Investment ManagersFinance Founded in 2000 by Jed Cohen and Timothy Wahl, GKM Advisers, Inc. is a mutual fund manager and registered investment advisor located in Los Angeles. The firm is a subsidiary of First Western Financial, Inc. They manage discretionary accounts and serve as the investment advisor to the GKM mutual funds. | Analyst-Equity | 30/06/1998 |
Formazione di Sandy Villere
| Southern Methodist University | 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 | 2 |
|---|---|
St. Denis J. Villere & Co. LLC
St. Denis J. Villere & Co. LLC Investment ManagersFinance Founded in 1911, St. Denis J. Villere & Co. LLC is a wealth management firm and registered investment advisor located in New Orleans, Louisiana. The firm's clients include individuals, institutions, retirement plans, corporations and their open-end mutual fund, the Villere Balanced Fund. | Finance |
GKM Advisers LLC
GKM Advisers LLC Investment ManagersFinance Founded in 2000 by Jed Cohen and Timothy Wahl, GKM Advisers, Inc. is a mutual fund manager and registered investment advisor located in Los Angeles. The firm is a subsidiary of First Western Financial, Inc. They manage discretionary accounts and serve as the investment advisor to the GKM mutual funds. | Finance |
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