Profil
Ms. Teri M.
Grubb was previously employed as Senior Vice President-Business Development by Austin, Calvert & Flavin, Inc. and Vice President by Advisors Asset Management, Inc.
She received her undergraduate degree from the University of the Incarnate Word.
Anciens postes connus de Teri M. Grubb
| Sociétés | Poste | Fin |
|---|---|---|
Advisors Asset Management, Inc.
 Advisors Asset Management, Inc. Investment ManagersFinance Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations. | Corporate Officer/Principal | - |
Austin, Calvert & Flavin, Inc.
 Austin, Calvert & Flavin, Inc. Investment ManagersFinance Founded in 1981, Austin, Calvert & Flavin, Inc. is a registered investment advisor located in San Antonio, Texas. The firm is a subsidiary of Mastrapasqua Asset Management, Inc., a registered investment advisor located in Nashville, Tennessee. Austin, Calvert & Flavin manages investments in equity and fixed-income assets for retirement plans, public entities, hospitals, Taft Hartley plans, foundations, endowments, corporations, trusts and high net-worth individuals | Corporate Officer/Principal | 26/07/2010 |
Formation de Teri M. Grubb
| University of the Incarnate Word | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Austin, Calvert & Flavin, Inc.
Austin, Calvert & Flavin, Inc. Investment ManagersFinance Founded in 1981, Austin, Calvert & Flavin, Inc. is a registered investment advisor located in San Antonio, Texas. The firm is a subsidiary of Mastrapasqua Asset Management, Inc., a registered investment advisor located in Nashville, Tennessee. Austin, Calvert & Flavin manages investments in equity and fixed-income assets for retirement plans, public entities, hospitals, Taft Hartley plans, foundations, endowments, corporations, trusts and high net-worth individuals | Finance |
Advisors Asset Management, Inc.
Advisors Asset Management, Inc. Investment ManagersFinance Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations. | Finance |
