Jeff Kanaly

Geen lopende functies

Finance

Consumer Services

Profiel

Mr. Jeff Kanaly is Vice Chairman & Chief Financial Reporting Officer at Kanaly Trust Co. He joined Kanaly in 1978 and serves on the board of Kanaly Trust Company.
Mr. Kanaly is a graduate of the University of Texas, where he earned a BBA in Finance.
He is a Certified Financial Planner professional and Certified Trust and Financial Advisor.
Mr. Kanaly is a past national board member and current tax sub-committee member of the Financial Planning Association.
He is a past board member and practice management committee member of the Institute of Certified Financial Planners.
Mr. Kanaly is past president and current board member of the Association of Independent Trust Companies.
He is also past chairman and president of the Houston Society ICFP, and currently serves on the board of directors of Applause Theatre.

Eerdere bekende functies van Jeff Kanaly

Bedrijven	Functie	Einde
Kanaly Trust LTA Kanaly Trust LTA Investment ManagersFinance Founded in 1975, Kanaly Trust LTA is a trust company located in Houston Texas. In 2016, Mercer Advisors Inc, a portfolio company of Genstar Capital LLC, acquired Kanaly Trust LTA, a portfolio company of Lovell Minnick Partners LLC. Kanaly Trust offers financial planning, investment management, trust services and wealth management. Their clients include high net-worth individuals and their families.	Voorzitter	-

Ervaring van Jeff Kanaly in detail bekijken

Opleiding van Jeff Kanaly

The University of Texas at Austin

Undergraduate Degree

Ervaring
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