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Brett Kramer active positions
Companies | Position | Start | End |
---|---|---|---|
Native American Fund Advisors LLC
![]() Native American Fund Advisors LLC Investment ManagersFinance Native American Fund Advisors LLC (NAFA) is an independent, SEC-registered investment advisor headquartered in Tulsa, Oklahoma. The firm was founded in 1996 by David Poarch and R. Brett Kramer. NAFA offers bond and equity portfolio management for tribal governments, foundations, corporations, trusts, pension and profit-sharing plans, and other tribal entities. The firm also offers financial analysis on a consulting basis for investment policies, BIA trust fund applications, investment portfolios, cash management, municipal debt defeasance, and liability hedging programs. | Analyst-Equity | 31/12/1995 | - |
Analyst-Fixed Income | 31/12/1995 | - | |
Chief Investment Officer | 31/12/1995 | - | |
Trading-Equity | 31/12/1995 | - | |
Founder | 31/12/1995 | - | |
Pinnacle Holdings LLC
![]() Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Holdings LLC (dba Pinnacle Investment Advisors) is an independent registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. The firm was founded by David Poarch and R. Brett Kramer in 1996. Pinnacle Investment Advisors offers bond and equity portfolio management for individuals, foundations, corporations, trusts, pension and profit-sharing plans, and other business entities. It also offers financial analysis on a consulting basis for bank investment portfolios, corporate cash management, municipal debt defeasance, and liability hedging programs. | Analyst-Equity | 29/02/1996 | - |
Chief Investment Officer | 29/02/1996 | - | |
Trading-Equity | 29/02/1996 | - | |
Founder | 29/02/1996 | - | |
Head of Private Banking | 29/02/1996 | - |
Career history of Brett Kramer
Former positions of Brett Kramer
Companies | Position | Start | End |
---|---|---|---|
Liberty Bank, NA
![]() Liberty Bank, NA Financial ConglomeratesFinance Liberty Bank NA provides banking services. It offers business banking, that includes; business checking and savings solutions, small business administration loans, cash management services, and liberty express loan; personal banking, that includes; checking accounts, statement savings, health savings accounts, money market accounts, certificate of deposits, retirement savings, and college savings; and home loans, including; home equity, and residential mortgage loans. The company was founded in 1990 and is headquartered in Beachwood, OH. | Corporate Officer/Principal | - | - |
Training of Brett Kramer
University of Oklahoma | Undergraduate Degree |
The University of Tulsa | Masters Business Admin |
Statistics
International
United States | 6 |
Operational
Analyst-Equity | 2 |
Chief Investment Officer | 2 |
Trading-Equity | 2 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Native American Fund Advisors LLC
![]() Native American Fund Advisors LLC Investment ManagersFinance Native American Fund Advisors LLC (NAFA) is an independent, SEC-registered investment advisor headquartered in Tulsa, Oklahoma. The firm was founded in 1996 by David Poarch and R. Brett Kramer. NAFA offers bond and equity portfolio management for tribal governments, foundations, corporations, trusts, pension and profit-sharing plans, and other tribal entities. The firm also offers financial analysis on a consulting basis for investment policies, BIA trust fund applications, investment portfolios, cash management, municipal debt defeasance, and liability hedging programs. | Finance |
Liberty Bank, NA
![]() Liberty Bank, NA Financial ConglomeratesFinance Liberty Bank NA provides banking services. It offers business banking, that includes; business checking and savings solutions, small business administration loans, cash management services, and liberty express loan; personal banking, that includes; checking accounts, statement savings, health savings accounts, money market accounts, certificate of deposits, retirement savings, and college savings; and home loans, including; home equity, and residential mortgage loans. The company was founded in 1990 and is headquartered in Beachwood, OH. | Finance |
Pinnacle Holdings LLC
![]() Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Holdings LLC (dba Pinnacle Investment Advisors) is an independent registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. The firm was founded by David Poarch and R. Brett Kramer in 1996. Pinnacle Investment Advisors offers bond and equity portfolio management for individuals, foundations, corporations, trusts, pension and profit-sharing plans, and other business entities. It also offers financial analysis on a consulting basis for bank investment portfolios, corporate cash management, municipal debt defeasance, and liability hedging programs. | Finance |
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