Profiel
Mr. Joe-Ben O'Banion is a Co-Founder & Managing Partner at Titleist Asset Management LLC and a Co-Founder & Managing Partner at Titleist Capital LLC.
He is a member of the company's Investment committee in addition to providing customized portfolio management services to individuals and company retirement plans.
Mr. O'Banion worked with Morgan Stanley assisting clients in all aspects of financial planning and wealth management.
He then accepted a job with Frost Bank in the fixed income and equity division.
He later accepted a senior trader position with CyberTrader, Inc., a division of Charles Schwab, where he gained extensive knowledge educating clients on market mechanics, various trading strategies and risk management for retail and institutional clients.
Mr. O'Banion holds the series 3, 4, 7, 24, 53, 55, 63 and 66 securities licenses and registrations with the Securities and Exchange Commission Financial Industry Regulatory Authority and Municipal Securities Rulemaking Board (MSRB).
He graduated from Texas State University in 1997.
Actieve functies van J.B. O'Banion
| Bedrijven | Functie | Begin |
|---|---|---|
Titleist Capital LLC
 Titleist Capital LLC Investment ManagersFinance Titleist Capital LLC is an independent, SEC-registered investment advisor headquartered in San Antonio, Texas. Formerly known as Titleist Asset Management Ltd., the firm was founded by Byron Fields and Joe-Ben O’Banion in 2003. Titleist Capital provides investment advice to individuals, high-net-worth individuals, trusts, estates, corporate retirement plans, charitable organizations, corporations or businesses. | Oprichter | 01-01-2003 |
Titleist Asset Management LLC
 Titleist Asset Management LLC Investment ManagersFinance Titleist Asset Management LLC provides investment advice. The private company is based in San Antonio, TX. The company was founded in 2022 by Joe-Ben O'Banion, Byron Fields. | Oprichter | 01-08-2022 |
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 | 2 |
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Titleist Capital LLC
Titleist Capital LLC Investment ManagersFinance Titleist Capital LLC is an independent, SEC-registered investment advisor headquartered in San Antonio, Texas. Formerly known as Titleist Asset Management Ltd., the firm was founded by Byron Fields and Joe-Ben O’Banion in 2003. Titleist Capital provides investment advice to individuals, high-net-worth individuals, trusts, estates, corporate retirement plans, charitable organizations, corporations or businesses. | Finance |
Titleist Asset Management LLC
Titleist Asset Management LLC Investment ManagersFinance Titleist Asset Management LLC provides investment advice. The private company is based in San Antonio, TX. The company was founded in 2022 by Joe-Ben O'Banion, Byron Fields. | Finance |
