Claude Keeran Koontz
Portfolio Manager-Aktien bei Mastrapasqua Asset Management, Inc.
Profil
Mr. Claude K.
Koontz, CFA MBA, is a Principal & Portfolio Manager at Mastrapasqua Asset Management, Inc. He manages the firm’s Texas clients.
Mr. Koontz is a member of the firm’s investment management team.
In addition, he leads the San Antonio office’s business development efforts.
He began his tenure with the firm and its predecessors in 2005.
Mr. Koontz was previously employed as a Senior Partner by Austin, Calvert & Flavin, Inc., a Client Relationship Manager by Chilton Capital Management LLC, a Portfolio Manager & Analyst by Hibernia National Bank, a Commercial Lending Officer by Frost Bank (San Antonio, Texas), and a Vice President by JPMorgan Private Bank (New York).
Mr. Koontz received his B.A.
degree in Economics from The University of Texas and an MBA in Finance and Accounting from Tulane University (Louisiana).
He is a Chartered Financial Analyst and a member of the CFA Institute and of the San Antonio Society of Financial Analysts.
Aktive Positionen von Claude Keeran Koontz
| Unternehmen | Position | Beginn |
|---|---|---|
Mastrapasqua Asset Management, Inc.
 Mastrapasqua Asset Management, Inc. Investment ManagersFinance Mastrapasqua Asset Management, Inc. (dba M Capital Advisors) is a wealth management firm headquartered in Nashville, Tennessee. The firm was founded in 1993 by Frank Mastrapasqua. In 2023, they were acquired by Sequoia Financial Group LLC, a subsidiary of Cohen & Co. Enterprises Ltd. M Capital Advisors provides investment advisory services to individual and institutional clients. | Portfolio Manager-Aktien | 01.01.2005 |
Ehemalige bekannte Positionen von Claude Keeran Koontz
| Unternehmen | Position | Ende |
|---|---|---|
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 | Präsident | 21.09.2009 |
Chilton Capital Management LLC
 Chilton Capital Management LLC Investment ManagersFinance Chilton Capital Management LLC (Chilton Capital) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded in 1996 and they are a subsidiary of Knapp Brothers LLC. Chilton Capital provides a diversity of investment strategies, customized wealth management solutions, and trust company services to individuals, family offices, business owners, endowments, foundations, retirement plans and trusts on a fee-only basis. | Corporate Officer/Principal | 30.08.2005 |
| Hibernia National Bank | Corporate Officer/Principal | 31.12.1995 |
Frost Bank (San Antonio, Texas)
 Frost Bank (San Antonio, Texas) Regional BanksFinance Frost Bank provides banking services. The company was Founded in 1868 and is San Antonio, TX. | Corporate Officer/Principal | - |
JPMorgan Chase Co. (Investment Management)
 JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions. | Corporate Officer/Principal | - |
Ausbildung von Claude Keeran Koontz
| Tulane University (Louisiana) | Masters Business Admin |
| The University of Texas at Austin | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 6 |
|---|---|
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 |
Mastrapasqua Asset Management, Inc.
Mastrapasqua Asset Management, Inc. Investment ManagersFinance Mastrapasqua Asset Management, Inc. (dba M Capital Advisors) is a wealth management firm headquartered in Nashville, Tennessee. The firm was founded in 1993 by Frank Mastrapasqua. In 2023, they were acquired by Sequoia Financial Group LLC, a subsidiary of Cohen & Co. Enterprises Ltd. M Capital Advisors provides investment advisory services to individual and institutional clients. | Finance |
Chilton Capital Management LLC
Chilton Capital Management LLC Investment ManagersFinance Chilton Capital Management LLC (Chilton Capital) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded in 1996 and they are a subsidiary of Knapp Brothers LLC. Chilton Capital provides a diversity of investment strategies, customized wealth management solutions, and trust company services to individuals, family offices, business owners, endowments, foundations, retirement plans and trusts on a fee-only basis. | Finance |
JPMorgan Chase Co. (Investment Management)
JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions. | Finance |
| Hibernia National Bank | Finance |
Frost Bank (San Antonio, Texas)
Frost Bank (San Antonio, Texas) Regional BanksFinance Frost Bank provides banking services. The company was Founded in 1868 and is San Antonio, TX. | Finance |
