Terry Puhl active positions
| Companies | Position | Start | End |
|---|---|---|---|
CORDA Investment Management LLC
 CORDA Investment Management LLC Investment ManagersFinance CORDA Investment Management LLC (CORDA) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Bonner C. Barnes in 1999. CORDA offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Portfolio Manager-Equities | 30/04/2012 | - |
| Market Strategist | 30/04/2012 | - |
Career history of Terry Puhl
Former positions of Terry Puhl
| Companies | Position | Start | End |
|---|---|---|---|
Sanders Morris Harris LLC
 Sanders Morris Harris LLC Investment Banks/BrokersFinance Sanders Morris Harris LLC (SMH) is an SEC-registered broker-dealer and member FINRA, SIPC, located in Houston, Texas. The firm is also an SEC-registered investment advisor. SMH was formed in January 2000 as the result of a merger between Sanders Morris Mundy, Inc. and Harris Webb & Garrison, Inc. The firm is now wholly-owned by Summer Wealth Management LLC. The ultimate principal owners of Summer Wealth Management, LLC are Lee Equity Partners LLC and The Edelman Financial Center, Inc. through intermediaries. SMH provides provides brokerage, asset management and similar services to individuals, high net-worth individuals, pension and profit sharing plans, trusts, estates, and corporations and other business entities. | Corporate Officer/Principal | - | - |
| PaineWebber, Inc. | Corporate Officer/Principal | - | - |
Statistics
International
| United States | 4 |
Operational
| Corporate Officer/Principal | 2 |
| Portfolio Manager-Equities | 1 |
| Market Strategist | 1 |
Sectoral
| Finance | 4 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
CORDA Investment Management LLC
CORDA Investment Management LLC Investment ManagersFinance CORDA Investment Management LLC (CORDA) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Bonner C. Barnes in 1999. CORDA offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
| PaineWebber, Inc. | Finance |
Sanders Morris Harris LLC
Sanders Morris Harris LLC Investment Banks/BrokersFinance Sanders Morris Harris LLC (SMH) is an SEC-registered broker-dealer and member FINRA, SIPC, located in Houston, Texas. The firm is also an SEC-registered investment advisor. SMH was formed in January 2000 as the result of a merger between Sanders Morris Mundy, Inc. and Harris Webb & Garrison, Inc. The firm is now wholly-owned by Summer Wealth Management LLC. The ultimate principal owners of Summer Wealth Management, LLC are Lee Equity Partners LLC and The Edelman Financial Center, Inc. through intermediaries. SMH provides provides brokerage, asset management and similar services to individuals, high net-worth individuals, pension and profit sharing plans, trusts, estates, and corporations and other business entities. | Finance |
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