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James Steven Orr
Chief Investment Officer bei Texas Capital Bank Wealth Management Services, Inc.
Aktive Positionen von James Steven Orr
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Texas Capital Bank Wealth Management Services, Inc.
![]() Texas Capital Bank Wealth Management Services, Inc. Investment ManagersFinance Texas Capital Bank Wealth Management Services, Inc., dba Texas Capital Bank Private Wealth Advisors (Texas Capital), is a SEC-registered investment adviser and wealth management firm headquartered in Dallas, Texas. The firm was founded in 2002 and is a wholly owned subsidiary of Texas Capital Bank, which is owned by Texas Capital Bancshares, Inc. (NASDAQ: TCBI). Texas Capital provides financial planning, wealth strategy and family governance consultation, and portfolio management services to high-net-worth individuals, trusts, foundations, endowments, and corporate entities, including, but not limited to, family-operated businesses. | Chief Investment Officer | - | - |
Compliance Officer | 01.01.2019 | - | |
Portfolio Manager-Aktien | 01.01.2019 | - | |
Leiter des Privatbankwesens | - | - |
Karriereverlauf von James Steven Orr
Ehemalige bekannte Positionen von James Steven Orr
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Communities Foundation of Texas
![]() Communities Foundation of Texas Investment Trusts/Mutual FundsMiscellaneous Communities Foundation of Texas provides different ways to make charitable contributions while realizing significant tax advantages. The foundation handles the investment of the gift, listen to the donor's priorities and manage its distribution in charitable grants to worthwhile causes. Communities Foundation of Texas was founded in 1953 and is headquartered in Dallas, TX. | Corporate Officer/Principal | 01.01.2006 | 01.07.2013 |
Citigroup Asset Management | Corporate Officer/Principal | 01.11.1997 | 01.04.2001 |
ASSOCIATES FIRST CAPITAL CORPORATION | Corporate Officer/Principal | 01.01.1997 | 01.01.2001 |
Caterpillar Securities, Inc. | Corporate Officer/Principal | 01.01.1993 | 01.01.1997 |
Ausbildung von James Steven Orr
Texas State University | Masters Business Admin |
University of Texas at Austin Graduate School | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 8 |
Operativ
Corporate Officer/Principal | 4 |
Chief Investment Officer | 1 |
Compliance Officer | 1 |
Sektoral
Finance | 4 |
Consumer Services | 3 |
Miscellaneous | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
---|---|
ASSOCIATES FIRST CAPITAL CORPORATION | Finance |
Private Unternehmen | 4 |
---|---|
Caterpillar Securities, Inc. | |
Citigroup Asset Management | Finance |
Communities Foundation of Texas
![]() Communities Foundation of Texas Investment Trusts/Mutual FundsMiscellaneous Communities Foundation of Texas provides different ways to make charitable contributions while realizing significant tax advantages. The foundation handles the investment of the gift, listen to the donor's priorities and manage its distribution in charitable grants to worthwhile causes. Communities Foundation of Texas was founded in 1953 and is headquartered in Dallas, TX. | Miscellaneous |
Texas Capital Bank Wealth Management Services, Inc.
![]() Texas Capital Bank Wealth Management Services, Inc. Investment ManagersFinance Texas Capital Bank Wealth Management Services, Inc., dba Texas Capital Bank Private Wealth Advisors (Texas Capital), is a SEC-registered investment adviser and wealth management firm headquartered in Dallas, Texas. The firm was founded in 2002 and is a wholly owned subsidiary of Texas Capital Bank, which is owned by Texas Capital Bancshares, Inc. (NASDAQ: TCBI). Texas Capital provides financial planning, wealth strategy and family governance consultation, and portfolio management services to high-net-worth individuals, trusts, foundations, endowments, and corporate entities, including, but not limited to, family-operated businesses. | Finance |
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