Lamar G. Villere
Portfolio Manager-Equities at St. Denis J. Villere & Co. LLC
Net worth: 84 237 $ as of 29/04/2024
Profile
Mr. Lamar G.
Villere, CFA MBA, is a Partner & Portfolio Manager at St. Denis J.
Villere & Co. LLC.
He also heads the firm’s trading operations and serves as assistant chief compliance officer.
He has over 24 years of industry experience.
Mr. Villere began his career in investment banking with New York-based HCFP Brenner Securities.
He later left for Nashville to pursue a master’s degree, and joined Morgan Keegan as an institutional equity analyst focused on technology, telecommunications, and defense stocks.
He moved to Illinois to manage the $17 billion domestic equity portfolio of the Illinois Teachers' Retirement System, and led the fund’s first foray into hedge funds.
He became the senior investment officer for alternatives, overseeing both the hedge fund portfolio that he built as well as TRS's $5 billion of private equity commitments.
He was then recruited back to Nashville to launch a private equity program for the $38 billion Tennessee Consolidated Retirement System.
Mr. Villere earned a B.A.
in journalism and mass communication from Washington and Lee University and an M.B.A.
from Vanderbilt University’s Owen Graduate School of Management.
He also holds the Chartered Financial Analyst designation.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
PORCH GROUP, INC.
0.03% | 30/10/2023 | 26,242 ( 0.03% ) | 84 237 $ | 29/04/2024 |
Lamar G. Villere active positions
| Companies | Position | Start |
|---|---|---|
St. Denis J. Villere & Co. LLC
 St. Denis J. Villere & Co. LLC Investment ManagersFinance Founded in 1911, St. Denis J. Villere & Co. LLC is a wealth management firm and registered investment advisor located in New Orleans, Louisiana. The firm's clients include individuals, institutions, retirement plans, corporations and their open-end mutual fund, the Villere Balanced Fund. | Portfolio Manager-Equities | 31/07/2013 |
Former positions of Lamar G. Villere
| Companies | Position | End |
|---|---|---|
Tennessee Consolidated Retirement System
 Tennessee Consolidated Retirement System Investment ManagersFinance Tennessee Consolidated Retirement System (TCRS) is a State-owned pension fund manager headquartered in Nashville, Tennessee. Founded in 1972, TCRS is a defined benefit pension plan that provides lifetime retirement, survivor and disability benefits for employees and their beneficiaries. The firm covers state employees, higher education employees, K-12 public school teachers and employees of political subdivisions who have elected to participate in the plan. | Portfolio Manager-Equities | 29/06/2013 |
| Teachers' Retirement System of the State of Illinois | Corporate Officer/Principal | 30/01/2009 |
Morgan Keegan & Co., Inc. (Old)
 Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales | Analyst-Equity | 30/10/2005 |
| Brenner Securities Corp | Corporate Officer/Principal | - |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Corporate Officer/Principal | - |
Training of Lamar G. Villere
| Washington & Lee University | Undergraduate Degree |
| Vanderbilt Owen Graduate School of Management | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Morgan Keegan & Co., Inc. (Old)
Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales | Finance |
Tennessee Consolidated Retirement System
Tennessee Consolidated Retirement System Investment ManagersFinance Tennessee Consolidated Retirement System (TCRS) is a State-owned pension fund manager headquartered in Nashville, Tennessee. Founded in 1972, TCRS is a defined benefit pension plan that provides lifetime retirement, survivor and disability benefits for employees and their beneficiaries. The firm covers state employees, higher education employees, K-12 public school teachers and employees of political subdivisions who have elected to participate in the plan. | Finance |
| Teachers' Retirement System of the State of Illinois | Finance |
DWS Investment Management Americas, Inc.
DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Finance |
St. Denis J. Villere & Co. LLC
St. Denis J. Villere & Co. LLC Investment ManagersFinance Founded in 1911, St. Denis J. Villere & Co. LLC is a wealth management firm and registered investment advisor located in New Orleans, Louisiana. The firm's clients include individuals, institutions, retirement plans, corporations and their open-end mutual fund, the Villere Balanced Fund. | Finance |
| Brenner Securities Corp | Finance |
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