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Kevin M. Harris active positions
Companies | Position | Start | End |
---|---|---|---|
TPB Wealth Advisors LLC
![]() TPB Wealth Advisors LLC Investment ManagersFinance Part of Southwest JLK Corp., TPB Wealth Advisors LLC is a wealth management company based in San Antonio, TX. The company offers personalized wealth planning services, coordinated solutions, and a diverse strategic network to help clients achieve their financial goals. The company was founded in 2009, and the CEO is Brent R. Given. TPB Wealth Advisors was acquired by Luther King Capital Management Corp. from Southwest Bancshares, Inc. (Texas) on June 30, 2023. | Chief Investment Officer | 31/12/2016 | - |
President | 31/12/2016 | - | |
Head of Private Banking | 31/12/2016 | - |
Career history of Kevin M. Harris
Former positions of Kevin M. Harris
Companies | Position | Start | End |
---|---|---|---|
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - | - |
Frost Bank (San Antonio, Texas)
![]() Frost Bank (San Antonio, Texas) Regional BanksFinance Frost Bank provides banking services. The company was Founded in 1868 and is San Antonio, TX. | Corporate Officer/Principal | 31/12/2003 | - |
AIM Investment Group LLC | Corporate Officer/Principal | - | - |
Covenant Multifamily Offices LLC
![]() Covenant Multifamily Offices LLC Investment ManagersFinance Covenant Multifamily Offices LLC (Covenant) is an independent asset management firm headquartered in San Antonio, Texas. The firm was founded by John Eadie in 2009. Covenant provides investment advisory services to individuals, business entities, trusts, estates, charitable organizations and pension and profit sharing plans. | Founder | 31/12/2009 | - |
Portfolio Manager-Equities | 31/12/2009 | - | |
Portfolio Manager-Fixed Income | 15/04/2012 | - | |
Market Strategist | 31/12/2009 | - |
Training of Kevin M. Harris
The University of Texas at Austin | Undergraduate Degree |
Statistics
International
United States | 7 |
Operational
Corporate Officer/Principal | 3 |
Founder | 1 |
Portfolio Manager-Equities | 1 |
Sectoral
Finance | 5 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
---|---|
Covenant Multifamily Offices LLC
![]() Covenant Multifamily Offices LLC Investment ManagersFinance Covenant Multifamily Offices LLC (Covenant) is an independent asset management firm headquartered in San Antonio, Texas. The firm was founded by John Eadie in 2009. Covenant provides investment advisory services to individuals, business entities, trusts, estates, charitable organizations and pension and profit sharing plans. | Finance |
Frost Bank (San Antonio, Texas)
![]() Frost Bank (San Antonio, Texas) Regional BanksFinance Frost Bank provides banking services. The company was Founded in 1868 and is San Antonio, TX. | Finance |
AIM Investment Group LLC | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
TPB Wealth Advisors LLC
![]() TPB Wealth Advisors LLC Investment ManagersFinance Part of Southwest JLK Corp., TPB Wealth Advisors LLC is a wealth management company based in San Antonio, TX. The company offers personalized wealth planning services, coordinated solutions, and a diverse strategic network to help clients achieve their financial goals. The company was founded in 2009, and the CEO is Brent R. Given. TPB Wealth Advisors was acquired by Luther King Capital Management Corp. from Southwest Bancshares, Inc. (Texas) on June 30, 2023. | Finance |
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