David Matthew Doll
Director Ejecutivo en Sequent Asset Management LLC .
Perfil
Mr. David M.
Doll is Founder & Chief Executive Officer at Sequent Asset Management LLC.
His primary responsibilities relate to the coordination and management of client family financial affairs.
Prior to founding Sequent in 2008, he was previously employed as President and Chief Executive Officer by Kanaly Trust Company, a Regional Manager by Boatmen’s Trust Company of Texas, and a Management Consultant by PMG Peat Marwick.
Mr. Doll received both undergraduate and graduate business degrees with concentrations in Finance and Tax from the University of Houston with concentrations in finance and tax, respectively.
He is an honors graduate from the National Graduate Trust School at Northwestern University in Chicago, Illinois where he earned the Certified Trust and Financial Advisor designation.
Cargos activos de David Matthew Doll
| Empresas | Cargo | Inicio |
|---|---|---|
Sequent Asset Management LLC
 Sequent Asset Management LLC Investment ManagersFinance Sequent Asset Management LLC (SAM) is a registered independent investment advisor headquartered in Houston, Texas and was founded in 2008. SAM provides investment advisory and personal and business financial consulting services to individuals, including closely held business owners, senior corporate executives and retirees; peers and professionals; trust, estates and charitable organizations; and corporations or other business groups. | Director Ejecutivo | 01/01/2008 |
Antiguos cargos conocidos de David Matthew Doll.
| Empresas | Cargo | Fin |
|---|---|---|
Kanaly Trust LTA
 Kanaly Trust LTA Investment ManagersFinance Founded in 1975, Kanaly Trust LTA is a trust company located in Houston Texas. In 2016, Mercer Advisors Inc, a portfolio company of Genstar Capital LLC, acquired Kanaly Trust LTA, a portfolio company of Lovell Minnick Partners LLC. Kanaly Trust offers financial planning, investment management, trust services and wealth management. Their clients include high net-worth individuals and their families. | Director de Operaciones | 31/01/2009 |
Formación de David Matthew Doll.
| University of Houston | Graduate Degree |
Experiencias
Funciones ocupadas
Activas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
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Ejecutivos
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Kanaly Trust LTA
Kanaly Trust LTA Investment ManagersFinance Founded in 1975, Kanaly Trust LTA is a trust company located in Houston Texas. In 2016, Mercer Advisors Inc, a portfolio company of Genstar Capital LLC, acquired Kanaly Trust LTA, a portfolio company of Lovell Minnick Partners LLC. Kanaly Trust offers financial planning, investment management, trust services and wealth management. Their clients include high net-worth individuals and their families. | Finance |
Sequent Asset Management LLC
Sequent Asset Management LLC Investment ManagersFinance Sequent Asset Management LLC (SAM) is a registered independent investment advisor headquartered in Houston, Texas and was founded in 2008. SAM provides investment advisory and personal and business financial consulting services to individuals, including closely held business owners, senior corporate executives and retirees; peers and professionals; trust, estates and charitable organizations; and corporations or other business groups. | Finance |
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