Tim Hartzell active positions
| Companies | Position | Start | End |
|---|---|---|---|
Sequent Asset Management LLC
 Sequent Asset Management LLC Investment ManagersFinance Sequent Asset Management LLC (SAM) is a registered independent investment advisor headquartered in Houston, Texas and was founded in 2008. SAM provides investment advisory and personal and business financial consulting services to individuals, including closely held business owners, senior corporate executives and retirees; peers and professionals; trust, estates and charitable organizations; and corporations or other business groups. | Chief Investment Officer | 31/12/2007 | - |
| Compliance Officer | 31/12/2007 | - | |
| Founder | 31/12/2007 | - | |
| Investment Committee Member | 31/12/2007 | - | |
| Portfolio Manager-Equities | 31/12/2007 | - | |
| Head of Private Banking | 31/12/2007 | - |
Career history of Tim Hartzell
Former positions of Tim Hartzell
| Companies | Position | Start | 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. | Chief Investment Officer | 31/12/2001 | - |
| Portfolio Manager-Equities | 31/12/2001 | - | |
| Portfolio Manager-Fixed Income | 31/12/2001 | - |
Training of Tim Hartzell
| University of Mount Union | Undergraduate Degree |
| Boston University | Graduate Degree |
Statistics
International
| United States | 5 |
Operational
| Chief Investment Officer | 2 |
| Portfolio Manager-Equities | 2 |
| Portfolio Manager-Fixed Income | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
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 |
Sequent Asset Management LLC
Sequent Asset Management LLC Investment ManagersFinance Sequent Asset Management LLC (SAM) is a registered independent investment advisor headquartered in Houston, Texas and was founded in 2008. SAM provides investment advisory and personal and business financial consulting services to individuals, including closely held business owners, senior corporate executives and retirees; peers and professionals; trust, estates and charitable organizations; and corporations or other business groups. | Finance |
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