Profile
Thomas Edward Villalta is the founder of Jones Villalta Asset Management LLC, which was founded in 1998.
He held the title of President & Chief Investment Officer in 2011.
Villalta's former jobs include Director of Investment Research at Covenant Multifamily Offices LLC, Analyst at Dain Bosworth, Inc. from 1992 to 1996, Adjunct Professor at St. Edward's University from 2004 to 2010, Analyst at Piper Sandler & Co. from 1996 to 1997, and Principal at San Francisco Employees Retirement System.
Villalta received his undergraduate degree from the University of St. Thomas in 1992 and his MBA from McCombs School of Business in 2003.
Former positions of Tom Villalta
| Companies | Position | End |
|---|---|---|
Jones Villalta Asset Management LLC
 Jones Villalta Asset Management LLC Investment ManagersFinance Founded in 1998, Jones Villalta Asset Management LLC is an investment advisor located in Austin, Texas. The firm is a subsidiary of SMJ Loyal Trust. They offer stock and bond portfolios for individuals, corporations, institutions and endowments. | Founder | 2011-12-30 |
| St. Edward's University | Corporate Officer/Principal | 2010-11-30 |
Piper Sandler & Co.
 Piper Sandler & Co. Regional BanksFinance Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN. | Corporate Officer/Principal | 1997-09-29 |
| Dain Bosworth, Inc. | Corporate Officer/Principal | 1996-01-30 |
San Francisco Employees Retirement System
 San Francisco Employees Retirement System Investment ManagersFinance San Francisco Employees' Retirement System (SFERS) is a pension fund management firm headquartered in San Francisco, California. The firm was founded in 1922 and is owned by the City & Country of San Francisco. SFERS administers two benefit programs for active and retired members: a Pension Plan (defined benefit plan) and a 457(b) Deferred Compensation Plan (defined contribution plan). | Corporate Officer/Principal | - |
Training of Tom Villalta
| University of St. Thomas | Undergraduate Degree |
| McCombs School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
| Dain Bosworth, Inc. | Finance |
Piper Sandler & Co.
Piper Sandler & Co. Regional BanksFinance Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN. | Finance |
San Francisco Employees Retirement System
San Francisco Employees Retirement System Investment ManagersFinance San Francisco Employees' Retirement System (SFERS) is a pension fund management firm headquartered in San Francisco, California. The firm was founded in 1922 and is owned by the City & Country of San Francisco. SFERS administers two benefit programs for active and retired members: a Pension Plan (defined benefit plan) and a 457(b) Deferred Compensation Plan (defined contribution plan). | Finance |
Jones Villalta Asset Management LLC
Jones Villalta Asset Management LLC Investment ManagersFinance Founded in 1998, Jones Villalta Asset Management LLC is an investment advisor located in Austin, Texas. The firm is a subsidiary of SMJ Loyal Trust. They offer stock and bond portfolios for individuals, corporations, institutions and endowments. | Finance |
Covenant Multifamily Offices LLC
 Covenant Multifamily Offices LLC Investment ManagersFinance Covenant Multifamily Offices LLC (Covenant) is an independent asset management firm headquartered in San Antonio, Texas. The firm was founded by John Eadie in 2009. Covenant provides investment advisory services to individuals, business entities, trusts, estates, charitable organizations and pension and profit sharing plans. | Finance |
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