Jeff Swantkowski
Career history of Jeff Swantkowski
Former positions of Jeff Swantkowski
| Companies | Position | Start | End |
|---|---|---|---|
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 | - | - |
Lexington Asset Management, Inc.
 Lexington Asset Management, Inc. Investment ManagersFinance Lexington Asset Management, Inc. provides investment advice. The company is headquartered in Houston, TX. | Director/Board Member | - | - |
| Corporate Officer/Principal | - | - | |
| Anderson & Associates LLC | Corporate Officer/Principal | - | - |
| Scurlock Permian Corp. | Corporate Officer/Principal | - | - |
| KPMG Peat Marwick LLP | Corporate Officer/Principal | - | - |
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. | Founder | 2004-02-17 | - |
| Portfolio Manager-Equities | 2004-02-17 | - |
Training of Jeff Swantkowski
| The University of Texas at Austin | Graduate Degree |
| The University of Houston Law Center | Graduate Degree |
Statistics
International
| United States | 9 |
Operational
| Corporate Officer/Principal | 5 |
| Graduate Degree | 2 |
| Founder | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 3 |
| Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 6 |
|---|---|
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 |
| KPMG Peat Marwick LLP | Commercial Services |
| Scurlock Permian Corp. | |
| Anderson & Associates LLC | |
Lexington Asset Management, Inc.
Lexington Asset Management, Inc. Investment ManagersFinance Lexington Asset Management, Inc. provides investment advice. The company is headquartered in Houston, TX. | Finance |
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