Profil
Ms. Faith C.
Vincent is a Chief Investment Officer & Chief Compliance Officer at LBJ Family Wealth Advisors Ltd. She is on the Board of Directors at Equicom, Inc. and Thinkwell Corp.
In 2000, she joined what was then LBJ Holding Company as Vice President.
She was named Vice President, Chief Investment Officer of LBJ Family Wealth Advisors, Ltd. in 2003.
Her responsibilities include working with individual clients and client families to identify and analyze goals and investment traits, develop an Investment Policy Statement, and create, execute, and manage the investment portfolio with respect to holistic wealth preservation plans, client expectations, and taxes.
As part of the investment management process, she meets quarterly with clients to review performance and, as needed, provides educational counsel.
She is a member of the LBJ Family Wealth Advisors Investment Committee, and is a Registered Investment Advisory Representative with the Texas State Securities Board (2005).
Prior to joining LBJ Family Wealth Advisors, Ltd, Ms. Vincent worked in structured finance of commercial lease assets and education loans at Texas Capital Markets, L.P in Austin, Texas.
From 1994 to 1998, her experience was concentrated in Wall Street investment bank emerging markets’ strategy and trading at firms that included Smith Barney and Dresdner Kleinwort Benson.
She holds a Master of International Business degree with a concentration in finance from the internationally recognized Darla Moore School of Business at the University of South Carolina, Columbia.
She is also a graduate of The University of Texas at Austin where she received a Bachelor of Business Administration degree.
She earned Certified Private Wealth Advisor designation in 2001.
The CPWA designation is delivered by Investment Management Consultants Association, is the only advanced designation designed for financial advisors and consultants who work with high-net-worth clients on the life cycle of wealth.
Aktive Positionen von Faith Creighton Vincent
| Unternehmen | Position | Beginn |
|---|---|---|
Thinkwell Corp.
Thinkwell Corp. Publishing: Books/MagazinesConsumer Services Publishes technology based textbooks | Direktor/Vorstandsmitglied | - |
LBJ Family Wealth Advisors Ltd.
LBJ Family Wealth Advisors Ltd. Investment ManagersFinance LBJ Advisors does not recommend the purchase or sale of individual securities, but instead relies on index exchange-traded funds, index mutual funds or other money managers for the core marketable securities portion of a client’s portfolio. The firm’s asset allocation and security selection investment principles are created by their Investment Committee. | Chief Investment Officer | 01.10.2003 |
Equicom, Inc.
Equicom, Inc. BroadcastingConsumer Services Owns and operates radio stations | Direktor/Vorstandsmitglied | - |
Ehemalige bekannte Positionen von Faith Creighton Vincent
| Unternehmen | Position | Ende |
|---|---|---|
Texas Capital Markets LP | Corporate Officer/Principal | - |
Dresdner Kleinwort Benson Equity | Corporate Officer/Principal | - |
Smith Barney & Co., Inc.
Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | - |
Ausbildung von Faith Creighton Vincent
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 8 |
|---|---|
Equicom, Inc.
Equicom, Inc. BroadcastingConsumer Services Owns and operates radio stations | Consumer Services |
Dresdner Kleinwort Benson Equity | |
The University of Texas at Austin
The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of South Carolina
University of South Carolina Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Thinkwell Corp.
Thinkwell Corp. Publishing: Books/MagazinesConsumer Services Publishes technology based textbooks | Consumer Services |
Smith Barney & Co., Inc.
Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
Texas Capital Markets LP | |
LBJ Family Wealth Advisors Ltd.
LBJ Family Wealth Advisors Ltd. Investment ManagersFinance LBJ Advisors does not recommend the purchase or sale of individual securities, but instead relies on index exchange-traded funds, index mutual funds or other money managers for the core marketable securities portion of a client’s portfolio. The firm’s asset allocation and security selection investment principles are created by their Investment Committee. | Finance |
















