Career history of Tom Villalta
Former positions of Tom Villalta
| Companies | Position | Start | 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. | Chief Investment Officer | 2009-03-30 | 2011-12-30 |
| Founder | 2010-11-21 | 2011-12-30 | |
| Portfolio Manager-Equities | 2009-03-30 | 2011-12-30 | |
| Portfolio Manager-Fixed Income | 2009-03-30 | 2011-12-30 | |
| President | 2009-03-30 | 2011-12-30 | |
| St. Edward's University | Corporate Officer/Principal | 2010-11-30 | 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 | 1996-10-31 | 1997-09-29 |
| Dain Bosworth, Inc. | Corporate Officer/Principal | 1996-01-30 | 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 | - | - |
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. | Analyst-Equity | 2011-12-31 | - |
| Director of Research - Equity | 2011-12-31 | - |
Training of Tom Villalta
| University of St. Thomas | Undergraduate Degree |
| McCombs School of Business | Masters Business Admin |
Statistics
International
| United States | 8 |
| 2 |
Operational
| Corporate Officer/Principal | 4 |
| Chief Investment Officer | 1 |
| Founder | 1 |
Sectoral
| Finance | 6 |
| Consumer Services | 4 |
Positions held
Active
Inactive
Listed companies
Private companies
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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