![George Bullard Stadler](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
George Bullard Stadler
Gründer bei HMS Capital Management LLC
Profil
Mr. George B.
Stadler, CFA MBA, is a Founding Principal at HMS Capital Management LLC.
He is committed to building successful relationships with our clients.
He brings over 37 years of investment and family wealth management experience to the firm.
He has served on countless non-profit boards and understands the needs and challenges of these organizations as only an insider can.
His knowledge and experience allows him to help foundations and endowments to construct investment portfolios which meet their need for current income and long term growth.
While at SunTrust Bank, he was Regional Managing Director for the Personal Asset Management group where he oversaw the investment management of assets throughout the state of Tennessee.
Previously, he worked at Lee, Danner & Bass as a portfolio manager and at J.C.
Bradford in the syndicate group, where he helped to bring many new issues to market.
He earned a Bachelor’s Degree in Economics and German from Washington & Lee University and received his MBA with a concentration in Finance from the Owen Graduate School of Management at Vanderbilt University.
He holds the prestigious Chartered Financial Analyst designation.
As Assistant Treasurer of Vanderbilt University, he was responsible for the management of Charitable Remainder Trusts and Separately Invested Endowment Funds.
He also managed the stock distributions from the University’s Venture Capital Portfolio and performed extensive due diligence on investment managers for the university.
Aktive Positionen von George Bullard Stadler
Unternehmen | Position | Beginn |
---|---|---|
HMS Capital Management LLC
![]() HMS Capital Management LLC Investment ManagersFinance HMS Capital Management LLC (HMS) is an independent, SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded in 2009 by Angela Helbig, Dana Moore Brisendine and George Stadler. HMS provides advisory services primarily to individuals, charitable organizations, corporations, insurance companies, and pooled investment vehicles. | Gründer | 01.04.2009 |
Ehemalige bekannte Positionen von George Bullard Stadler
Unternehmen | Position | Ende |
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SunTrust Banks, Inc. (Wealth Management)
![]() SunTrust Banks, Inc. (Wealth Management) Investment ManagersFinance SunTrust Banks, Inc. (Wealth Management) is the private banking division of SunTrust Banks, Inc. (NYSE: SB), a financial services holding company. It was founded in 1985 and headquartered in Atlanta, Georgia. The Private Wealth Management business provides a full array of wealth management products and professional services to both individual and institutional clients, including high net-worth individuals and family, multigenerational families and ultra high net-worth individuals, corporate executives, international investors, professional athletes, entertainers and corporations, entrepreneurs, attorneys and law firms, physician and medical practitioners. | Präsident | - |
Ausbildung von George Bullard Stadler
Washington & Lee University | 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 | 2 |
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SunTrust Banks, Inc. (Wealth Management)
![]() SunTrust Banks, Inc. (Wealth Management) Investment ManagersFinance SunTrust Banks, Inc. (Wealth Management) is the private banking division of SunTrust Banks, Inc. (NYSE: SB), a financial services holding company. It was founded in 1985 and headquartered in Atlanta, Georgia. The Private Wealth Management business provides a full array of wealth management products and professional services to both individual and institutional clients, including high net-worth individuals and family, multigenerational families and ultra high net-worth individuals, corporate executives, international investors, professional athletes, entertainers and corporations, entrepreneurs, attorneys and law firms, physician and medical practitioners. | Finance |
HMS Capital Management LLC
![]() HMS Capital Management LLC Investment ManagersFinance HMS Capital Management LLC (HMS) is an independent, SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded in 2009 by Angela Helbig, Dana Moore Brisendine and George Stadler. HMS provides advisory services primarily to individuals, charitable organizations, corporations, insurance companies, and pooled investment vehicles. | Finance |