SAN ANTONIO, Texas – June 11, 2015 – Jeanie Wyatt, CFA®, CEO and Chief Investment Officer of South Texas Money Management (STMM) has been named by Barron’s magazine to their list of Top 100 Women Financial Advisors.
The national ranking by Barron’s reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.
"It is very exciting and an honor to be named to this national list of women,” Wyatt said. “Women have long been a minority in the asset management industry but we are making progress by serving clients in a consistent and professional manner. This ranking is a result of the dedication and hard work of our team of sixty employees at South Texas Money Management in our five offices around the state. We never forget that our motto is ‘Helping Individuals Individually’."
In 2015 Wyatt has been honored on Forbes list of Top 100 Wealth Managers, Top 10 Women owned RIAs list by Wealthmanagement.com, Financial Times list of Top 300 RIAs and CNBC Top Fee-only wealth managers.
“Jeanie Wyatt’s recognition for these prestigious distinctions comes as no surprise,” Jim Kee, Ph.D., President and Chief Economist said. “She has a rare and unshakable conviction regarding the importance of investor safeguards and of a disciplined investment process, making South Texas Money Management one of the top women-owned investment advisory firms in the country.”
Founded in 2000 by Wyatt, STMM provides investment advisory services to individuals, trusts, retirement plans, estates, institutions, charitable foundations and endowments. As of March 31, 2015, STMM managed approximately $2.7 billion in assets. STMM is based in San Antonio with additional offices in Austin, Houston, Dallas and Corpus Christi.
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Posted on Thu, June 11, 2015
by Josie Coiner