Michael J. Simon

Michael J. Simon

Portfolio Manager-Aktien bei Holt Capital Advisors LLC

Finance
Consumer Services

Profil

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.

Aktive Positionen von Michael J. Simon

UnternehmenPositionBeginn
Portfolio Manager-Aktien 01.01.2016
Alle aktiven Positionen von Michael J. Simon

Ehemalige bekannte Positionen von Michael J. Simon

UnternehmenPositionEnde
Analyst-Equity 31.12.2000
Corporate Officer/Principal -
Fourth Financial Corp. Corporate Officer/Principal -
Portfolio Manager-Aktien -
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Ausbildung von Michael J. Simon

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

Erfahrungen
Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

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Beziehungen

16

Beziehungen ersten Grades

7

Unternehmen ersten Grades

Herr

Frau

Aufsichtsräte

Führungskräfte

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Unternehmensverbindungen

Private Unternehmen5
Fourth Financial Corp.

Finance

Finance

Finance

Finance

Finance

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