Sandy Villere
Portfolio Manager-Aktien bei St. Denis J. Villere & Co. LLC
Vermögen: 150 228 $ am 30.04.2024
Profil
Mr. St. Denis J.
Villere, III, is a Partner & Portfolio Manager at St. Denis J.
Villere & Co. LLC.
He joined the firm in 1999.
He has over 24 years of industry experience.
Mr. Villere started his career as an institutional research analyst and equity sell-side analyst with Gerard Klauer Mattison, a Wall Street institutional equity research firm.
Mr. Villere earned a B.S.
in finance from Southern Methodist University.
He is a member of the CFA Institute.
Bekannte Unternehmensbeteiligungen
| Unternehmen | Datum | Anzahl der Aktien | Bewertung | Datum der Bewertung |
|---|---|---|---|---|
PORCH GROUP, INC.
0,05% | 31.10.2023 | 46 800 ( 0,05% ) | 150 228 $ | 30.04.2024 |
Aktive Positionen von Sandy Villere
| Unternehmen | Position | Beginn |
|---|---|---|
St. Denis J. Villere & Co. LLC
 St. Denis J. Villere & Co. LLC Investment ManagersFinance Founded in 1911, St. Denis J. Villere & Co. LLC is a wealth management firm and registered investment advisor located in New Orleans, Louisiana. The firm's clients include individuals, institutions, retirement plans, corporations and their open-end mutual fund, the Villere Balanced Fund. | Portfolio Manager-Aktien | 01.01.1999 |
Ehemalige bekannte Positionen von Sandy Villere
| Unternehmen | Position | Ende |
|---|---|---|
GKM Advisers LLC
 GKM Advisers LLC Investment ManagersFinance Founded in 2000 by Jed Cohen and Timothy Wahl, GKM Advisers, Inc. is a mutual fund manager and registered investment advisor located in Los Angeles. The firm is a subsidiary of First Western Financial, Inc. They manage discretionary accounts and serve as the investment advisor to the GKM mutual funds. | Analyst-Equity | 30.06.1998 |
Ausbildung von Sandy Villere
| Southern Methodist 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 |
|---|---|
St. Denis J. Villere & Co. LLC
St. Denis J. Villere & Co. LLC Investment ManagersFinance Founded in 1911, St. Denis J. Villere & Co. LLC is a wealth management firm and registered investment advisor located in New Orleans, Louisiana. The firm's clients include individuals, institutions, retirement plans, corporations and their open-end mutual fund, the Villere Balanced Fund. | Finance |
GKM Advisers LLC
GKM Advisers LLC Investment ManagersFinance Founded in 2000 by Jed Cohen and Timothy Wahl, GKM Advisers, Inc. is a mutual fund manager and registered investment advisor located in Los Angeles. The firm is a subsidiary of First Western Financial, Inc. They manage discretionary accounts and serve as the investment advisor to the GKM mutual funds. | Finance |
