Jean Pierre Malo
Corporate Officer/Principal at CFA Institute
Jean Pierre Malo active positions
Companies | Position | Start | End |
---|---|---|---|
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 | 20/05/2010 | - |
Society of Financial Analysts of Houston | Corporate Officer/Principal | 20/05/2010 | - |
Career history of Jean Pierre Malo
Former positions of Jean Pierre Malo
Companies | Position | Start | End |
---|---|---|---|
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Portfolio Manager-Equities | 28/02/2013 | 31/05/2021 |
ACTELION | Director/Board Member | 18/05/2010 | 15/06/2017 |
Independent Dir/Board Member | 31/12/2003 | 15/06/2017 | |
Corporate Officer/Principal | 26/04/2009 | 18/05/2010 | |
Houston Global Investors, LLC
Houston Global Investors, LLC Investment ManagersFinance Houston Global Investors, LLC provides investment advisory services. The company was founded by Jean Pierre Malo and Catherine Sherman woodruff and is headquartered in Houston, TX. | Founder | 14/09/2010 | 16/05/2011 |
Corporate Officer/Principal | 14/09/2010 | 31/12/2012 | |
Breen Investors LP
Breen Investors LP Investment ManagersFinance Breen Investors LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded in 2002 as formerly known as Breeco Management LP. Breen Investors provides portfolio management services to high-net-worth individuals, corporate pension and profit-sharing plans, pooled investment vehicles, charitable organizations and other businesses. | Chief Investment Officer | 31/12/1999 | 31/12/2007 |
Portfolio Manager-Equities | 31/12/1999 | 31/12/2007 | |
Daniel Breen & Co LP
Daniel Breen & Co LP Investment Banks/BrokersFinance Part of MetLife, Inc., Daniel Breen & Co LP is an investment advisory firm. The company is based in Houston, TX. Daniel Breen & Co was acquired by New England Investment Cos on September 23, 1997. | Corporate Officer/Principal | 31/12/1996 | 31/12/1996 |
Credit Agricole Indosuez (New York) | Corporate Officer/Principal | 31/12/1988 | 31/12/1988 |
Embassy of France (Singapore) | Corporate Officer/Principal | 31/12/1977 | 31/12/1977 |
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Training of Jean Pierre Malo
ESSEC Business School | Masters Business Admin |
Statistics
International
United States | 8 |
Switzerland | 2 |
France | 2 |
Operational
Corporate Officer/Principal | 8 |
Portfolio Manager-Equities | 2 |
Chief Investment Officer | 1 |
Sectoral
Finance | 6 |
Health Technology | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 10 |
---|---|
Vaughan Nelson Investment Management LP
Vaughan Nelson Investment Management LP Investment ManagersFinance Vaughan Nelson Investment Management LP (Vaughan Nelson) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1970 and formerly known as Vaughan, Nelson, Scarborough & McCullough LP. They are wholly-owned by Natixis Investment Managers LLC, which is ultimately owned by BPCE SA, a banking group in France. Vaughan Nelson provides investment management services for equity and fixed income portfolios to taxable and tax-free clients such as foundations, endowments, corporations, pensions, public entities, insurance companies, mutual funds and high net-worth individuals. | Finance |
Breen Investors LP
Breen Investors LP Investment ManagersFinance Breen Investors LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded in 2002 as formerly known as Breeco Management LP. Breen Investors provides portfolio management services to high-net-worth individuals, corporate pension and profit-sharing plans, pooled investment vehicles, charitable organizations and other businesses. | Finance |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Finance |
Actelion Ltd.
Actelion Ltd. Pharmaceuticals: MajorHealth Technology Actelion Ltd. develops, produces and markets pharmaceutical drugs. The firm engages in research, development, manufacturing, and distribution of pharmaceutical, biological, and diagnostic products. The company was founded by Jean-Paul Clozel, Martine Clozel, Walter Fischli, André J. Müller and Thomas Widmann on December 30, 1999 and is headquartered in Allschwil, Switzerland. | Health Technology |
Daniel Breen & Co LP
Daniel Breen & Co LP Investment Banks/BrokersFinance Part of MetLife, Inc., Daniel Breen & Co LP is an investment advisory firm. The company is based in Houston, TX. Daniel Breen & Co was acquired by New England Investment Cos on September 23, 1997. | Finance |
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 |
Credit Agricole Indosuez (New York) | |
Embassy of France (Singapore) | Government |
Houston Global Investors, LLC
Houston Global Investors, LLC Investment ManagersFinance Houston Global Investors, LLC provides investment advisory services. The company was founded by Jean Pierre Malo and Catherine Sherman woodruff and is headquartered in Houston, TX. | Finance |
Society of Financial Analysts of Houston |
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