Jim Kee

Jim Kee

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Finance
Consumer Services

Profil

Dr. James R.
Kee is a President, Chief Economist & Partner at South Texas Money Management Ltd.
He joined South Texas Money Management at the beginning of 2009 and serves as the Chief Economist.
He was named President of the firm in April 2011.
His expertise lies in combining top-down, macroeconomic insights with bottom-up stock selection tools.
He works with both the investment research group and the investment advisors at STMM.
Prior to joining STMM, Dr. Kee was the HOLT global strategist for Credit Suisse in Chicago.
At Credit Suisse, he produced timely investment advice for external clients and for internal investment and marketing teams.
He also served as a portfolio consultant with HOLT Value Associates prior to their acquisition by Credit Suisse in 2002.
As a portfolio consultant, he worked with clients to identify strengths and weaknesses of equity holdings and to suggest alternative stocks and allocations.
Dr. Kee has a Ph.D.
in Economics from Auburn University, a Master’s degree in Economics from St. Mary’s University of San Antonio (Distinguished Graduate), and a B.A.
in Economics from St. Edwards University (Austin).

Ehemalige bekannte Positionen von Jim Kee

UnternehmenPositionEnde
Holt Value Associates LP Corporate Officer/Principal -
Corporate Officer/Principal -
Präsident -
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Ausbildung von Jim Kee

St. Edward's University Undergraduate Degree
Saint Mary's University Graduate Degree
Auburn University Doctorate Degree

Erfahrungen
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Unternehmensverbindungen

Private Unternehmen3

Finance

Holt Value Associates LP

Finance

Finance