Reese Weller
Analyst-Fixed Income chez Garcia Hamilton & Associates LP
Profil
Mr. Fenner R.
Weller, III, is an Investment Analyst at Garcia Hamilton & Associates LP.
He joined the firm in 2017.
Mr. Weller began his investment career at Weller, Andersen, Cheneviere & Co., Ltd., where he began developing an institutional client base, performed trading and settlement of bonds.
He accepted a position as a Registered Representative at Edward Jones in 2001.
He then became a Financial Advisor with Wallstreet Texas (LPL Financial).
In 2005, he became a Senior Vice President at Weller, Andersen & Co., Ltd., where he served as a financial advisor to high net worth and retail clients as well as an institutional fixed income sales/trader to clients.
He focused on the sales of all taxable and municipal bond securities.
In 2013, he joined Vaughan Nelson Investment Management, LP as Vice President of Fixed Income.
In 2014, Mr. Weller was promoted to Director of Client Services serving firm clients and developing new business.
He received a B.A.
in Finance and Minor in Economics from Texas Tech University in 1999.
Postes actifs de Reese Weller
Sociétés | Poste | Début |
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Garcia Hamilton & Associates LP
Garcia Hamilton & Associates LP Investment ManagersFinance Garcia Hamilton & Associates LP (GH&A) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded as Davis Hamilton Jackson & Associates LP in 1988 by Robert Davis, Jack Hamilton and Alfred Jackson. They offer high-quality fixed income strategies for institutional investors. GH&A became a Principles for Responsible Investment (PRI) signatory in 2019. | Analyst-Fixed Income | 01/01/2017 |
Anciens postes connus de Reese Weller
Sociétés | Poste | Fin |
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Midland Securities Ltd. (United States)
Midland Securities Ltd. (United States) Investment Banks/BrokersFinance Midland Securities Ltd. is a security brokerage firm based in Houston, TX. Midland Securities Ltd. provides security brokerage services. The private company was founded by William Albion Anderson. | Corporate Officer/Principal | 31/12/2012 |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Corporate Officer/Principal | 31/12/2004 |
Edward D. Jones & Co. LP (Investment Management)
Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Corporate Officer/Principal | 31/12/2002 |
Formation de Reese Weller
Texas Tech University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
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Entreprises liées au 1er degré
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Sociétés liées
Entreprise privées | 4 |
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Midland Securities Ltd. (United States)
Midland Securities Ltd. (United States) Investment Banks/BrokersFinance Midland Securities Ltd. is a security brokerage firm based in Houston, TX. Midland Securities Ltd. provides security brokerage services. The private company was founded by William Albion Anderson. | Finance |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
Edward D. Jones & Co. LP (Investment Management)
Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Finance |
Garcia Hamilton & Associates LP
Garcia Hamilton & Associates LP Investment ManagersFinance Garcia Hamilton & Associates LP (GH&A) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded as Davis Hamilton Jackson & Associates LP in 1988 by Robert Davis, Jack Hamilton and Alfred Jackson. They offer high-quality fixed income strategies for institutional investors. GH&A became a Principles for Responsible Investment (PRI) signatory in 2019. | Finance |