2 STMM Employees Receive 40 Under 40 Award

SAN ANTONIO BUSINESS JOURNAL SELECTS TWO SOUTH TEXAS MONEY MANAGEMENT EMPLOYEES AS 40 UNDER 40 AWARD WINNERS

 

SAN ANTONIO, TEXAS (January 2, 2013) –South Texas Money Management, Ltd. (STMM) is pleased to announce that Christina Markell-Balleza and Teri Grubb were selected to the San Antonio Business Journal’s prestigious “40 Under 40” list.  The publication has published its annual list for the past 17 years.  2012’s winners were selected by an editorial board headed by SABJ Publisher Kent Krauss from over 225 nominees.

 

Christina Markell-Balleza has been Chief Compliance Officer and General Counsel for STMM since she joined the firm in 2011.  She is responsible for the oversight and implementation of the compliance program, regulatory matters, and all legal matters.  She also serves on STMM’s Management Team and the Wealth Management Platform investment committee.  Prior to joining the firm, Ms. Markell-Balleza spent eight years working in the investment funds and business planning practices of Haynes and Boone, LLP in Dallas.  Ms. Markell-Balleza received a Bachelor of Arts in Political Science, Honors Program (cum laude) from St. Mary's University, and a Juris Doctorate with Honors from the University of Texas at Austin.  Aside from her many professional commitments, Ms. Markell-Balleza is on the boards of directors of the Landa Gardens Conservancy and the Free Trade Alliance.

 

Teri Grubb, Chief Operating Officer at STMM, has been with the firm since 2011.  Ms. Grubb works directly with the CEO and President of the firm on overall operations, including internal communications, human resource management, and client services.  Prior to joining the firm, Ms. Grubb was employed with Austin, Calvert & Flavin, Inc. where she served as Chief Compliance Officer.  Ms. Grubb received a Bachelor of Arts in Organizational Development with a minor in Marketing, and a Master of Arts in Organizational Development from the University of the Incarnate Word.  In the community, she lends financial consultation to Child Advocates of San Antonio (CASA), which recruits and trains volunteers as court-appointed advocates for abused and neglected children.

 

Teri Grubb is also the recipient of 2012’s Sandra Lowe Sanchez Rising Star Award, which is given to only one of the SABJ’s “40 Under 40” winners.  The award is named in honor of Lowe Sanchez, a 21-year veteran of the SABJ who died in 2010 from breast cancer. Ms. Grubb received this special recognition because of her selfless service to others.  In addition to her service to the community, Ms. Grubb took leave from her Master’s degree course work and her employment in order to donate a kidney to a friend who was gravely ill in early 2011.

 

Jeanie Wyatt, CFA, founder of the firm, Chief Executive Officer, and Chief Investment Officer said, “Both of these young women are exceptional professionals as well as outstanding members of the community.  Their inclusion on this list is well-deserved, and I am especially proud to have them on the STMM team.”

 

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About South Texas Money Management

STMM was founded in 2000 by Jeanie Wyatt, CFA. STMM manages approximately $1.9 billion in assets (as of 12/31/2012 ), 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.