![J.B. O'Banion](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
Mr. Joe-Ben O'Banion is a Co-Founder & Managing Partner at Titleist Asset Management LLC and a Co-Founder & Managing Partner at Titleist Capital LLC.
He is a member of the company's Investment committee in addition to providing customized portfolio management services to individuals and company retirement plans.
Mr. O'Banion worked with Morgan Stanley assisting clients in all aspects of financial planning and wealth management.
He then accepted a job with Frost Bank in the fixed income and equity division.
He later accepted a senior trader position with CyberTrader, Inc., a division of Charles Schwab, where he gained extensive knowledge educating clients on market mechanics, various trading strategies and risk management for retail and institutional clients.
Mr. O'Banion holds the series 3, 4, 7, 24, 53, 55, 63 and 66 securities licenses and registrations with the Securities and Exchange Commission Financial Industry Regulatory Authority and Municipal Securities Rulemaking Board (MSRB).
He graduated from Texas State University in 1997.
J.B. O'Banion active positions
Companies | Position | Start |
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Titleist Capital LLC
![]() Titleist Capital LLC Investment ManagersFinance Titleist Capital LLC is an independent, SEC-registered investment advisor headquartered in San Antonio, Texas. Formerly known as Titleist Asset Management Ltd., the firm was founded by Byron Fields and Joe-Ben O’Banion in 2003. Titleist Capital provides investment advice to individuals, high-net-worth individuals, trusts, estates, corporate retirement plans, charitable organizations, corporations or businesses. | Founder | 31/12/2002 |
Titleist Asset Management LLC
![]() Titleist Asset Management LLC Investment ManagersFinance Titleist Asset Management LLC provides investment advice. The private company is based in San Antonio, TX. The company was founded in 2022 by Joe-Ben O'Banion, Byron Fields. | Founder | 31/07/2022 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Titleist Capital LLC
![]() Titleist Capital LLC Investment ManagersFinance Titleist Capital LLC is an independent, SEC-registered investment advisor headquartered in San Antonio, Texas. Formerly known as Titleist Asset Management Ltd., the firm was founded by Byron Fields and Joe-Ben O’Banion in 2003. Titleist Capital provides investment advice to individuals, high-net-worth individuals, trusts, estates, corporate retirement plans, charitable organizations, corporations or businesses. | Finance |
Titleist Asset Management LLC
![]() Titleist Asset Management LLC Investment ManagersFinance Titleist Asset Management LLC provides investment advice. The private company is based in San Antonio, TX. The company was founded in 2022 by Joe-Ben O'Banion, Byron Fields. | Finance |
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