Doug John
Algemeen Directeur bij Requisite Capital Management LLC
Profiel
Mr. Douglas G.
John is a Founder & Managing Partner at Requisite Capital Management LLC.
Mr. John has more than 20 years of experience in the financial services industry.
His areas of expertise include investment management, tax planning and estate planning.
Prior to founding Requisite Capital Management, Mr. John was a Managing Director at UBS Financial Services where he worked for 15 years.
Prior to UBS, he worked at Merrill Lynch and Deutsche Bank Alex.
He earned a Bachelor’s degree in finance from Mount Saint Mary’s College in Emmitsburg, MD and an MBA from Southern Methodist University in Dallas, TX.
Mr. John holds Series 3, 63 and 65 securities licenses, as well as a Texas General Lines insurance license.
Actieve functies van Doug John
| Bedrijven | Functie | Begin |
|---|---|---|
Requisite Capital Management LLC
 Requisite Capital Management LLC Investment ManagersFinance Requisite Capital Management LLC (Requisite Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by Douglas G. John in 2017. Requisite Capital offers investment advisory services to individuals, high net worth individuals, trusts, estates, pooled investment vehicle and charitable organizations. | Algemeen Directeur | 01-06-2017 |
Eerdere bekende functies van Doug John
| Bedrijven | Functie | Einde |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 01-06-2017 |
| Deutsche Bank Trust Co. Americas (Custody) | Corporate Officer/Principal | 01-11-2002 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Corporate Officer/Principal | - |
Opleiding van Doug John
| Mount St. Mary College (NY) | Undergraduate Degree |
| SMU-Cox School of Business | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Requisite Capital Management LLC
Requisite Capital Management LLC Investment ManagersFinance Requisite Capital Management LLC (Requisite Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by Douglas G. John in 2017. Requisite Capital offers investment advisory services to individuals, high net worth individuals, trusts, estates, pooled investment vehicle and charitable organizations. | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
| Deutsche Bank Trust Co. Americas (Custody) | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Finance |
