Dana Nathaniel Weinstein
Career history of Dana Nathaniel Weinstein
Former positions of Dana Nathaniel Weinstein
| Companies | Position | Start | End |
|---|---|---|---|
FCA Corp.
 FCA Corp. Investment ManagersFinance FCA Corp. is a registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Robert W. Scharar in 1975 and is wholly owned by First Commonwealth Holding Corp. FCA provides portfolio management, financial planning and consulting services to individuals, managed entities and open-ended mutual funds. | Corporate Officer/Principal | - | - |
| Pricewaterhouse & Co. | Corporate Officer/Principal | 1993-10-31 | - |
Kanaly Trust LTA
 Kanaly Trust LTA Investment ManagersFinance Founded in 1975, Kanaly Trust LTA is a trust company located in Houston Texas. In 2016, Mercer Advisors Inc, a portfolio company of Genstar Capital LLC, acquired Kanaly Trust LTA, a portfolio company of Lovell Minnick Partners LLC. Kanaly Trust offers financial planning, investment management, trust services and wealth management. Their clients include high net-worth individuals and their families. | Corporate Officer/Principal | 1997-12-31 | - |
Patriot Wealth Management, Inc.
 Patriot Wealth Management, Inc. Investment ManagersFinance Founded in 2004, Patriot Wealth Management, Inc. is a wealth management firm and registered investment advisor located in Houston, Texas. The firm provides discretionary investment management services to individuals, profit sharing plans, business entities, trusts, estates and charitable organizations. | Portfolio Manager-Equities | 2004-08-31 | - |
Training of Dana Nathaniel Weinstein
| The University of Texas at Austin | Undergraduate Degree |
| University of Houston | Graduate Degree |
Statistics
International
| United States | 7 |
Operational
| Corporate Officer/Principal | 3 |
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 3 |
| Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
Kanaly Trust LTA
Kanaly Trust LTA Investment ManagersFinance Founded in 1975, Kanaly Trust LTA is a trust company located in Houston Texas. In 2016, Mercer Advisors Inc, a portfolio company of Genstar Capital LLC, acquired Kanaly Trust LTA, a portfolio company of Lovell Minnick Partners LLC. Kanaly Trust offers financial planning, investment management, trust services and wealth management. Their clients include high net-worth individuals and their families. | Finance |
Patriot Wealth Management, Inc.
Patriot Wealth Management, Inc. Investment ManagersFinance Founded in 2004, Patriot Wealth Management, Inc. is a wealth management firm and registered investment advisor located in Houston, Texas. The firm provides discretionary investment management services to individuals, profit sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
FCA Corp.
FCA Corp. Investment ManagersFinance FCA Corp. is a registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Robert W. Scharar in 1975 and is wholly owned by First Commonwealth Holding Corp. FCA provides portfolio management, financial planning and consulting services to individuals, managed entities and open-ended mutual funds. | Finance |
| Pricewaterhouse & Co. | Commercial Services |
