Profile
Mr. Kanaly joined Kanaly in 1976.
He earned his BBA in Finance from the University of Texas.
He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Trust and Financial Advisor.
He was named four times by Worth Magazine as one of "America’s Best Financial Advisors", and was selected in 2001 by Medical Economics as one of the “Best 150 Financial Advisors for Doctors.” Mr. Kanaly served as an executive committee member and Chairman of the Board of the National Association of Personal Financial Advisors from 2001-2003.
Former positions of Steve Kanaly
| Companies | Position | End |
|---|---|---|
Kanaly Trust LTA
 Kanaly Trust LTA Investment ManagersFinance Founded in 1975, Kanaly Trust LTA is a trust company located in Houston Texas. In 2016, Mercer Advisors Inc, a portfolio company of Genstar Capital LLC, acquired Kanaly Trust LTA, a portfolio company of Lovell Minnick Partners LLC. Kanaly Trust offers financial planning, investment management, trust services and wealth management. Their clients include high net-worth individuals and their families. | Corporate Officer/Principal | 30/12/2008 |
Training of Steve Kanaly
| The University of Texas at Austin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Kanaly Trust LTA
Kanaly Trust LTA Investment ManagersFinance Founded in 1975, Kanaly Trust LTA is a trust company located in Houston Texas. In 2016, Mercer Advisors Inc, a portfolio company of Genstar Capital LLC, acquired Kanaly Trust LTA, a portfolio company of Lovell Minnick Partners LLC. Kanaly Trust offers financial planning, investment management, trust services and wealth management. Their clients include high net-worth individuals and their families. | Finance |
- Stock Market
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- Steve Kanaly
