Phil Plant
Founder at Herndon Plant Oakley Ltd.
Profile
Mr. Phil Plant is a Partner at Herndon Plant Oakley Ltd.
He has more than 44 years of experience in the investment industry.
Mr. Plant has extensive knowledge and skill in working with large family corporate offices, family wealth management, private corporate financing, selection of money managers and total asset review and advisement.
He also has extensive experience working with foundations, both public and private.
Mr. Plant began his career in 1970 with Rotan Mosle in San Antonio, Texas.
In 1976, he moved to Corpus Christi to join Rotan Mosle office as Office Manager.
In 1985, subsequent to the sale of Rotan Mosle, Mr. Plant moved to Rauscher, Pierce Refsnes, and there he established a relationship with his current partners while serving as Senior Vice President and Branch Manager.
He holds a B.A.
in Economics from St. Mary’s University, San Antonio.
Phil Plant active positions
| Companies | Position | Start |
|---|---|---|
Herndon Plant Oakley Ltd.
 Herndon Plant Oakley Ltd. Investment Banks/BrokersFinance Herndon Plant Oakley Ltd. (HPO) is an independent, SEC-registered investment advisor and broker-dealer firm headquartered in Corpus Christi, Texas. It was founded in 1998 by Brent Herndon, Phillip Plant and Ted Oakley. The firm’s broker-dealer activities comprise approximately 70% of their business activities with the remaining 30% estimated to be spent on investment advisor activities. HPO provides a full array of trading and execution services for their clients. | Founder | 31/12/1997 |
Decisio Health, Inc.
 Decisio Health, Inc. Packaged SoftwareTechnology Services Decisio Health, Inc. provides clinical surveillance visualization system. Its solutions include population surveillance, analytics dashboard, virtual care/telehealth, and point of care monitoring. The company was founded by John Holcomb, Gray Hancock, and Bryan Haardt in 2013 and is headquartered in Houston, TX. | Director/Board Member | - |
Former positions of Phil Plant
| Companies | Position | End |
|---|---|---|
The Chalone Wine Group Ltd.
 The Chalone Wine Group Ltd. Beverages: AlcoholicConsumer Non-Durables The Chalone Wine Group Ltd. produces and sells white and red variety table wines. It offers white and red varietal table wines, including Pinot Noir, Cabernet Sauvignon, Merlot, Syrah, Chardonnay, and Sauvignon Blanc. The company was founded by Philip Woodward in 1969 and is headquartered in Napa, CA. | Director/Board Member | - |
Training of Phil Plant
| Saint Mary's University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
The Chalone Wine Group Ltd.
The Chalone Wine Group Ltd. Beverages: AlcoholicConsumer Non-Durables The Chalone Wine Group Ltd. produces and sells white and red variety table wines. It offers white and red varietal table wines, including Pinot Noir, Cabernet Sauvignon, Merlot, Syrah, Chardonnay, and Sauvignon Blanc. The company was founded by Philip Woodward in 1969 and is headquartered in Napa, CA. | Consumer Non-Durables |
Herndon Plant Oakley Ltd.
Herndon Plant Oakley Ltd. Investment Banks/BrokersFinance Herndon Plant Oakley Ltd. (HPO) is an independent, SEC-registered investment advisor and broker-dealer firm headquartered in Corpus Christi, Texas. It was founded in 1998 by Brent Herndon, Phillip Plant and Ted Oakley. The firm’s broker-dealer activities comprise approximately 70% of their business activities with the remaining 30% estimated to be spent on investment advisor activities. HPO provides a full array of trading and execution services for their clients. | Finance |
Decisio Health, Inc.
Decisio Health, Inc. Packaged SoftwareTechnology Services Decisio Health, Inc. provides clinical surveillance visualization system. Its solutions include population surveillance, analytics dashboard, virtual care/telehealth, and point of care monitoring. The company was founded by John Holcomb, Gray Hancock, and Bryan Haardt in 2013 and is headquartered in Houston, TX. | Technology Services |
- Stock Market
- Insiders
- Phil Plant
