SOUTH TEXAS MONEY MANAGEMENT’S JEANIE WYATT LISTED AS
“TOP 10 WOMEN RIA OWNERS IN THE U.S.” FOR 2013
SAN ANTONIO, TEXAS – May 2, 2013 – Jeanie Wyatt, CFA, CEO, and Chief Investment Officer of South Texas Money Management, Ltd., has been selected as one of the “Top 10 Women RIA (Registered Investment Advisor) Owners in the U.S. for 2013” by wealthmanagement.com. In this national listing, she is one of only two Texans ranking in the Top 10 of this prestigious list of women-owned RIAs selected from across the country.
Ms. Wyatt, who was also recently named one of Barron’s “Top 100 Independent Investment Advisors” and one of wealthmanagement.com’s “Top 25 Women Investment Advisors,” has over 30 years of experience in the financial industry. The wealthmanagement.com list was assembled by Meridian IQ and was cross-checked with Securities and Exchange Commission (SEC) filings. The women selected are required to directly own at least 25 percent of their firm, and their firm may have no more than 50 percent institutional clients. Additionally, none of the RIAs on the list may operate as a broker/dealer, a bank, or be affiliated with an investment company, and they must have some individual clients for whom they do financial planning.
"Jeanie Wyatt built our firm on excellent client service and disciplined investing," said Jim Kee, Ph.D., President, and Chief Economist at South Texas Money Management, Ltd. “We are all proud to see her name on wealthmanagement.com’s Top 10 Women-Owned RIAs List for 2013 and proud to have her as our CEO and Chief Investment Officer.”
About South Texas Money Management
STMM was founded in 2000 by Jeanie Wyatt, CFA. STMM manages approximately $1.9 billion in assets (as of 3/31/2013), including equity, fixed income, and balanced asset classes, for individuals, trusts, retirement plans, charitable foundations and endowments, as well as for bank trust departments and other institutions. Based in San Antonio, STMM has additional offices in Austin, Houston and Dallas. Additional information may be found at www.stmmltd.com.
Posted on Sat, May 4, 2013
by Josie Dorris