Jeff Dabbs
Director of Finance/CFO at Kercheville Advisors LLC
Profile
Mr. Jeffrey S.
Dabbs, CFA MBA, is a Chief Compliance Officer at Kercheville Advisors LLC.
Mr. Dabbs began his career in investments in Fort Worth, TX as a financial analyst for Q Investments, LP.
In 1996, he moved to San Antonio and joined the team at Kercheville & Company as a senior equity analyst.
From 1998 through 2007, he worked with Joe Kercheville as assistant portfolio manager and equity analyst for Blanco Partners hedge fund.
Mr. Dabbs graduated from the University of Texas at Austin with a Bachelor of Arts in Economics and later earned his Master of Business in Finance from Texas Christian University.
He is a CFA charter holder.
Jeff Dabbs active positions
Companies | Position | Start |
---|---|---|
Kercheville Advisors LLC
Kercheville Advisors LLC Investment ManagersFinance Kercheville Advisors LLC is an investment advisory firm that provides retirement, investment, estate, tax, and lifestyle services. The private company is based in San Antonio, TX and was founded in 2013. The company's website offers a glossary, tax resources, and useful links to help clients make informed decisions. The company takes data and privacy protection seriously and is registered as a registered investment adviser in Texas. The website also provides a disclaimer that investments involve risk and are not guaranteed. Joe Beaty Kercheville has been the CEO of the company since 2014. | Director of Finance/CFO | 2013-10-31 |
Former positions of Jeff Dabbs
Companies | Position | End |
---|---|---|
Kercheville & Co., Inc. | Analyst-Equity | 2001-09-03 |
Training of Jeff Dabbs
Texas Christian University | Masters Business Admin |
The University of Texas at Austin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Kercheville & Co., Inc. | Finance |
Kercheville Advisors LLC
Kercheville Advisors LLC Investment ManagersFinance Kercheville Advisors LLC is an investment advisory firm that provides retirement, investment, estate, tax, and lifestyle services. The private company is based in San Antonio, TX and was founded in 2013. The company's website offers a glossary, tax resources, and useful links to help clients make informed decisions. The company takes data and privacy protection seriously and is registered as a registered investment adviser in Texas. The website also provides a disclaimer that investments involve risk and are not guaranteed. Joe Beaty Kercheville has been the CEO of the company since 2014. | Finance |
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