Terry Puhl
Gestionnaire de Portefeuille-Actions chez CORDA Investment Management LLC
Profil
Mr. Terrance S.
Puhl is an Investment Strategist at CORDA Investment Management LLC.
He is involved with Business Development and Relationships at CORDA.
His Securities experience began in the 80’s and has worked with Bonner Barnes for over 25 years.
Postes actifs de Terry Puhl
| Sociétés | Poste | Début |
|---|---|---|
CORDA Investment Management LLC
 CORDA Investment Management LLC Investment ManagersFinance CORDA Investment Management LLC (CORDA) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Bonner C. Barnes in 1999. CORDA offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Gestionnaire de Portefeuille-Actions | 01/05/2012 |
Anciens postes connus de Terry Puhl
| Sociétés | Poste | Fin |
|---|---|---|
Sanders Morris Harris LLC
 Sanders Morris Harris LLC Investment Banks/BrokersFinance Sanders Morris Harris LLC (SMH) is an SEC-registered broker-dealer and member FINRA, SIPC, located in Houston, Texas. The firm is also an SEC-registered investment advisor. SMH was formed in January 2000 as the result of a merger between Sanders Morris Mundy, Inc. and Harris Webb & Garrison, Inc. The firm is now wholly-owned by Summer Wealth Management LLC. The ultimate principal owners of Summer Wealth Management, LLC are Lee Equity Partners LLC and The Edelman Financial Center, Inc. through intermediaries. SMH provides provides brokerage, asset management and similar services to individuals, high net-worth individuals, pension and profit sharing plans, trusts, estates, and corporations and other business entities. | Corporate Officer/Principal | - |
| PaineWebber, Inc. | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Sanders Morris Harris LLC
Sanders Morris Harris LLC Investment Banks/BrokersFinance Sanders Morris Harris LLC (SMH) is an SEC-registered broker-dealer and member FINRA, SIPC, located in Houston, Texas. The firm is also an SEC-registered investment advisor. SMH was formed in January 2000 as the result of a merger between Sanders Morris Mundy, Inc. and Harris Webb & Garrison, Inc. The firm is now wholly-owned by Summer Wealth Management LLC. The ultimate principal owners of Summer Wealth Management, LLC are Lee Equity Partners LLC and The Edelman Financial Center, Inc. through intermediaries. SMH provides provides brokerage, asset management and similar services to individuals, high net-worth individuals, pension and profit sharing plans, trusts, estates, and corporations and other business entities. | Finance |
| PaineWebber, Inc. | Finance |
CORDA Investment Management LLC
CORDA Investment Management LLC Investment ManagersFinance CORDA Investment Management LLC (CORDA) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Bonner C. Barnes in 1999. CORDA offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
