Julie Kramer Gerron
Corporate Officer/Principal en State Bar of Texas .
Fortuna: 861 414 $ al 31/03/2024
Perfil
Julie Kramer Gerron is a member of several bar associations including the State Bar of Texas, Oklahoma Bar Association, and Texas State Bar Association.
She is also a member of the CFA Institute.
Previously, she worked as a Portfolio Manager at Smith Asset Management Group LP from 1998 to 2004.
From 2004 to present, she worked at Westwood Holdings Group, Inc. as Secretary, Chief Compliance Officer & Senior VP.
She also worked as an Assistant Attorney General for the State of Oklahoma.
Ms. Gerron received her undergraduate degree from The University of Texas at Austin in 1989 and her graduate degree from The University of Texas School of Law in 1992.
Participaciones conocidas en empresas públicas
| Empresa | Fecha | Número de acciones | Valoración | Fecha de valoración |
|---|---|---|---|---|
| 02/05/2023 | 69 920 ( 0.77% ) | 861 414 $ | 31/03/2024 |
Cargos activos de Julie Kramer Gerron
| Empresas | Cargo | Inicio |
|---|---|---|
State Bar of Texas
 State Bar of Texas Miscellaneous Commercial ServicesCommercial Services State Bar of Texas provides legal educational programming services. The private company is based in Austin, TX. | Corporate Officer/Principal | - |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
| Oklahoma Bar Association | Corporate Officer/Principal | - |
| Texas State Bar Association | Corporate Officer/Principal | - |
Antiguos cargos conocidos de Julie Kramer Gerron.
| Empresas | Cargo | Fin |
|---|---|---|
| WESTWOOD HOLDINGS GROUP, INC. | Compliance Officer | 03/04/2023 |
Smith Asset Management Group LP
 Smith Asset Management Group LP Investment ManagersFinance Smith Asset Management Group LP (Smith Group) is a wealth management firm and registered investment advisor headquartered in Dallas, Texas. The firm was founded by Steve Smith in 1995 and they do-business-as Smith Group Asset Management. They are a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately held by Cantor Fitzgerald LP. Smith Group provides portfolio management services to individuals, high net-worth individuals, banking and thrift institutions, investment companies including mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms and UMAs. | Corporate Officer/Principal | 01/01/2004 |
| State of Oklahoma | Corporate Officer/Principal | - |
Formación de Julie Kramer Gerron.
| The University of Texas at Austin | Undergraduate Degree |
| The University of Texas School of Law | Graduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas cotizadas | 1 |
|---|---|
| WESTWOOD HOLDINGS GROUP, INC. | Finance |
| Empresas privadas | 6 |
|---|---|
Smith Asset Management Group LP
Smith Asset Management Group LP Investment ManagersFinance Smith Asset Management Group LP (Smith Group) is a wealth management firm and registered investment advisor headquartered in Dallas, Texas. The firm was founded by Steve Smith in 1995 and they do-business-as Smith Group Asset Management. They are a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately held by Cantor Fitzgerald LP. Smith Group provides portfolio management services to individuals, high net-worth individuals, banking and thrift institutions, investment companies including mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms and UMAs. | Finance |
| State of Oklahoma | Government |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
State Bar of Texas
State Bar of Texas Miscellaneous Commercial ServicesCommercial Services State Bar of Texas provides legal educational programming services. The private company is based in Austin, TX. | Commercial Services |
| Oklahoma Bar Association | |
| Texas State Bar Association |
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