Faith Creighton Vincent

Faith Creighton Vincent

Director de Inversiones en LBJ Family Wealth Advisors Ltd. .

Consumer Services
Finance

Perfil

Ms. Faith C.
Vincent is a Chief Investment Officer & Chief Compliance Officer at LBJ Family Wealth Advisors Ltd.
She is on the Board of Directors at Equicom, Inc. and Thinkwell Corp.
In 2000, she joined what was then LBJ Holding Company as Vice President.
She was named Vice President, Chief Investment Officer of LBJ Family Wealth Advisors, Ltd.
in 2003.
Her responsibilities include working with individual clients and client families to identify and analyze goals and investment traits, develop an Investment Policy Statement, and create, execute, and manage the investment portfolio with respect to holistic wealth preservation plans, client expectations, and taxes.
As part of the investment management process, she meets quarterly with clients to review performance and, as needed, provides educational counsel.
She is a member of the LBJ Family Wealth Advisors Investment Committee, and is a Registered Investment Advisory Representative with the Texas State Securities Board (2005).
Prior to joining LBJ Family Wealth Advisors, Ltd, Ms. Vincent worked in structured finance of commercial lease assets and education loans at Texas Capital Markets, L.P in Austin, Texas.
From 1994 to 1998, her experience was concentrated in Wall Street investment bank emerging markets’ strategy and trading at firms that included Smith Barney and Dresdner Kleinwort Benson.
She holds a Master of International Business degree with a concentration in finance from the internationally recognized Darla Moore School of Business at the University of South Carolina, Columbia.
She is also a graduate of The University of Texas at Austin where she received a Bachelor of Business Administration degree.
She earned Certified Private Wealth Advisor designation in 2001.
The CPWA designation is delivered by Investment Management Consultants Association, is the only advanced designation designed for financial advisors and consultants who work with high-net-worth clients on the life cycle of wealth.

Cargos activos de Faith Creighton Vincent

EmpresasCargoInicio
Director/Miembro de la Junta -
Director de Inversiones 01/10/2003
Director/Miembro de la Junta -
Todos los cargos activos de Faith Creighton Vincent

Antiguos cargos conocidos de Faith Creighton Vincent.

EmpresasCargoFin
Texas Capital Markets LP Corporate Officer/Principal -
Dresdner Kleinwort Benson Equity Corporate Officer/Principal -
Smith Barney & Co., Inc. Corporate Officer/Principal -
Ver el detalle de la experiencia de Faith Creighton Vincent.

Formación de Faith Creighton Vincent.

The University of Texas at Austin Undergraduate Degree
University of South Carolina Graduate Degree

Experiencias
Funciones ocupadas

Activas

Inactivas

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Relaciones

14

Relaciones de 1er grado

8

Empresas vinculadas al 1er grado

Hombre

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Empresas relacionadas

Empresas privadas6

Consumer Services

Dresdner Kleinwort Benson Equity

Consumer Services

Smith Barney & Co., Inc.

Finance

Texas Capital Markets LP

Finance

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