Faith Creighton Vincent
Chief Investment Officer bij LBJ Family Wealth Advisors Ltd.
Profiel
Ms. Faith C.
Vincent is a Chief Investment Officer & Chief Compliance Officer at LBJ Family Wealth Advisors Ltd.
She is on the Board of Directors at Equicom, Inc. and Thinkwell Corp.
In 2000, she joined what was then LBJ Holding Company as Vice President.
She was named Vice President, Chief Investment Officer of LBJ Family Wealth Advisors, Ltd.
in 2003.
Her responsibilities include working with individual clients and client families to identify and analyze goals and investment traits, develop an Investment Policy Statement, and create, execute, and manage the investment portfolio with respect to holistic wealth preservation plans, client expectations, and taxes.
As part of the investment management process, she meets quarterly with clients to review performance and, as needed, provides educational counsel.
She is a member of the LBJ Family Wealth Advisors Investment Committee, and is a Registered Investment Advisory Representative with the Texas State Securities Board (2005).
Prior to joining LBJ Family Wealth Advisors, Ltd, Ms. Vincent worked in structured finance of commercial lease assets and education loans at Texas Capital Markets, L.P in Austin, Texas.
From 1994 to 1998, her experience was concentrated in Wall Street investment bank emerging markets’ strategy and trading at firms that included Smith Barney and Dresdner Kleinwort Benson.
She holds a Master of International Business degree with a concentration in finance from the internationally recognized Darla Moore School of Business at the University of South Carolina, Columbia.
She is also a graduate of The University of Texas at Austin where she received a Bachelor of Business Administration degree.
She earned Certified Private Wealth Advisor designation in 2001.
The CPWA designation is delivered by Investment Management Consultants Association, is the only advanced designation designed for financial advisors and consultants who work with high-net-worth clients on the life cycle of wealth.
Actieve functies van Faith Creighton Vincent
Bedrijven | Functie | Begin |
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Thinkwell Corp.
Thinkwell Corp. Publishing: Books/MagazinesConsumer Services Thinkwell Corp. develops cloud-based courseware. It offers video-based instruction, automatically graded exercises, comprehensive course content, and customizable platform. The firm's subjects include math, science, and social science. The company was founded by Dan Heath and Amy Bryant in 1997 and is headquartered in Austin, TX. | Directeur/Bestuurslid | - |
LBJ Family Wealth Advisors Ltd.
LBJ Family Wealth Advisors Ltd. Investment ManagersFinance LBJ Family Wealth Advisors Ltd. (LBJ Advisors) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded in 2003 as LBJ Asset Management Partners Ltd. They provide investment advice to high net-worth families and individuals and their trusts, charitable organizations, corporations, state or municipal entities and estates. LBJ Advisors also provides investment advice and may manage the operating assets of certain limited partnerships and the assets of private investment funds that invest in private equity, real estate, hard assets or other alternative investments. | Chief Investment Officer | 01-10-2003 |
Equicom, Inc.
Equicom, Inc. BroadcastingConsumer Services Equicom, Inc. owns and operates radio stations. It operates commercial broadcasting radio stations in Texas. The company is headquartered in Dallas, TX. | Directeur/Bestuurslid | - |
Eerdere bekende functies van Faith Creighton Vincent
Bedrijven | Functie | Einde |
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Texas Capital Markets LP | Corporate Officer/Principal | - |
Dresdner Kleinwort Benson Equity | Corporate Officer/Principal | - |
Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
Opleiding van Faith Creighton Vincent
The University of Texas at Austin | Undergraduate Degree |
University of South Carolina | Graduate Degree |
Ervaring
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Bedrijven in privébezit
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Bedrijven in privébezit | 6 |
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Equicom, Inc.
Equicom, Inc. BroadcastingConsumer Services Equicom, Inc. owns and operates radio stations. It operates commercial broadcasting radio stations in Texas. The company is headquartered in Dallas, TX. | Consumer Services |
Dresdner Kleinwort Benson Equity | |
Thinkwell Corp.
Thinkwell Corp. Publishing: Books/MagazinesConsumer Services Thinkwell Corp. develops cloud-based courseware. It offers video-based instruction, automatically graded exercises, comprehensive course content, and customizable platform. The firm's subjects include math, science, and social science. The company was founded by Dan Heath and Amy Bryant in 1997 and is headquartered in Austin, TX. | Consumer Services |
Smith Barney & Co., Inc. | Finance |
Texas Capital Markets LP | |
LBJ Family Wealth Advisors Ltd.
LBJ Family Wealth Advisors Ltd. Investment ManagersFinance LBJ Family Wealth Advisors Ltd. (LBJ Advisors) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded in 2003 as LBJ Asset Management Partners Ltd. They provide investment advice to high net-worth families and individuals and their trusts, charitable organizations, corporations, state or municipal entities and estates. LBJ Advisors also provides investment advice and may manage the operating assets of certain limited partnerships and the assets of private investment funds that invest in private equity, real estate, hard assets or other alternative investments. | Finance |