Aktive Positionen von Ted Oakley
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Herndon Plant Oakley Ltd.
Herndon Plant Oakley Ltd. Investment Banks/BrokersFinance Herndon Plant Oakley Ltd. (HPO) is an independent, SEC-registered investment advisor and broker-dealer firm headquartered in Corpus Christi, Texas. It was founded in 1998 by Brent Herndon, Phillip Plant and Ted Oakley. The firm’s broker-dealer activities comprise approximately 70% of their business activities with the remaining 30% estimated to be spent on investment advisor activities. HPO provides a full array of trading and execution services for their clients. | Gründer | 01.01.1998 | - |
Oxbow Advisors LLC
Oxbow Advisors LLC Investment ManagersFinance Oxbow Advisors LLC (Oxbow) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by James Theodore (Ted) Oakley in 2011. Oxbow provides investment management services to high net-worth individuals and families. | Vorstandsvorsitzender | 01.01.2011 | - |
Gründer | 01.01.2011 | - | |
Mitglied des Investmentausschusses | 01.01.2011 | - |
Karriereverlauf von Ted Oakley
Ehemalige bekannte Positionen von Ted Oakley
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Rotan Mosle, Inc.
Rotan Mosle, Inc. Investment Banks/BrokersFinance Rotan Mosle, Inc. provides investment banking and securities brokerage services. | Corporate Officer/Principal | 01.01.1977 | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Corporate Officer/Principal | 01.01.1975 | - |
Ausbildung von Ted Oakley
Texas Tech University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 6 |
Operativ
Founder | 2 |
Corporate Officer/Principal | 2 |
Chief Executive Officer | 1 |
Sektoral
Finance | 5 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 4 |
---|---|
Herndon Plant Oakley Ltd.
Herndon Plant Oakley Ltd. Investment Banks/BrokersFinance Herndon Plant Oakley Ltd. (HPO) is an independent, SEC-registered investment advisor and broker-dealer firm headquartered in Corpus Christi, Texas. It was founded in 1998 by Brent Herndon, Phillip Plant and Ted Oakley. The firm’s broker-dealer activities comprise approximately 70% of their business activities with the remaining 30% estimated to be spent on investment advisor activities. HPO provides a full array of trading and execution services for their clients. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Finance |
Oxbow Advisors LLC
Oxbow Advisors LLC Investment ManagersFinance Oxbow Advisors LLC (Oxbow) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by James Theodore (Ted) Oakley in 2011. Oxbow provides investment management services to high net-worth individuals and families. | Finance |
Rotan Mosle, Inc.
Rotan Mosle, Inc. Investment Banks/BrokersFinance Rotan Mosle, Inc. provides investment banking and securities brokerage services. | Finance |
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