STMM was also named to the Financial Times Top 300 RIA's list - June 2014
SAN ANTONIO, TEXAS – January 6, 2015 – South Texas Money Management (STMM) announced that its CEO and Chief Investment Officer, Jeanie Wyatt, CFA®, was named to the Financial Times national list of Top 100 Women Investment Advisors. The firm was named to the Financial Times inaugural list of Top 300 RIAs in June 2014.
“We are very gratified to be included in both of these national lists,” said Jeanie Wyatt. “They are both impressive groups and I couldn’t be prouder of our team. The majority of our professionals are women, which is very rare in the investment world. Our deep bench of professionals who adhere to disciplined investment processes and provide an exceptional client experience, includes CFA® charterholders, CFP® professionals, MBAs, two JDs and a PhD.”
Jim Kee, President and Chief Economist of STMM said, “Jeanie is a trail blazer for women in our industry. With her thirty years of experience and her dedication to providing the best service for our clients at STMM, which now manages approximately $2.4 billion (as of 9/30/14), she is definitely deserving of this prestigious recognition.”
About the Financial Times Top 100 Women Advisors List (FT 100)
The 2014 Financial Times Top 100 Women Financial Advisors is an independent listing produced by the Financial Times (November 2014). The FT 100 is based on data gathered from firms, regulatory disclosures and the FT’s research. According to the FT, the listing reflected each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. “We sought to highlight the many [women] who have built large, successful practices. So this inaugural edition of the FT100 Women Financial Advisors provides a snapshot of the best across the US,” writes Loren Fox in the Financial Times special report of the “FT100 Women Financial Advisors.” Neither the advisors nor their firms pay a fee to the Financial Times in exchange for inclusion in the FT 100.
About the Financial Times Top 300 RIAs (FT 300)
The 2014 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2014). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and research. The selection process included applications from more than 2,000 independent RIA firms. Points were awarded on a variety of attributes that the Financial Times deemed important to affluent investors. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.
About South Texas Money Management, Ltd.
STMM was founded in 2000 by Jeanie Wyatt, CFA®. Today, STMM manages approximately $2.4 billion in assets (as of 9/30/2014), 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, Dallas and Corpus Christi.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Posted on Tue, January 6, 2015
by Josie Coiner Dorris