Sam Houk, Cfa, Caia, Mba Email & Phone Number
@dimensional.com
3 phones found area 951 and 650
LinkedIn matched
Who is Sam Houk, Cfa, Caia, Mba? Overview
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Sam Houk, Cfa, Caia, Mba is listed as Portfolio Manager, Credit and Hedge Funds at TCDRS, a company with 130 employees, based in Austin, Texas, United States. AeroLeads shows a work email signal at dimensional.com, phone signal with area code 951, 650, and a matched LinkedIn profile for Sam Houk, Cfa, Caia, Mba.
Sam Houk, Cfa, Caia, Mba previously worked as Senior Associate, Research at Dimensional Fund Advisors and Associate, Research at Dimensional Fund Advisors. Sam Houk, Cfa, Caia, Mba holds Master Of Business Administration - Mba from The University Of Texas At Austin - Red Mccombs School Of Business.
Email format at TCDRS
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AeroLeads found 1 current-domain work email signal for Sam Houk, Cfa, Caia, Mba. Compare company email patterns before reaching out.
About Sam Houk, Cfa, Caia, Mba
Sam Houk, Cfa, Caia, Mba is a Portfolio Manager, Credit and Hedge Funds at TCDRS. He possess expertise in investments, portfolio performance analysis, gips compliance, financial services, investment management and 31 more skills.
Listed skills include Investments, Portfolio Performance Analysis, Gips Compliance, Financial Services, and 32 others.
Sam Houk, Cfa, Caia, Mba's current company
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Sam Houk, Cfa, Caia, Mba work experience
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Senior Associate, Research
Current
Associate, Research
Sales Development Representative
Portfolio Manager
- Manage client portfolios totaling approximately $1.5bn AUM
- Coordinate meetings with fund managers in order to contribute to team investment strategy
- Led the due diligence process for external fund managers across all asset classes including publicequity and fixed income, multi-strat/fund-of-fund hedge funds, private equity, private credit, andprivate real estate
- Organize and facilitate fund manager quarterly conference calls; provide detailed notes to advisors
- … Show more
- Research current/forecasted market and economic data and communicate to advisors, clients, andprospects
Wealth Management Associate
- Group leader of a financial planning program working alongside 22 wealth managers totaling approximately $2bn AUM across 600+ clients
- Perform manager due diligence leveraging internal, proprietary research resources
- Develop individual financial plans for clients & prospects using eMoney
- Support advisors by creating supplemental financial planning and investment recommendations to present to clients/prospects
- Produce quarterly/annual reports and present to senior… Show more
- Produce quarterly/annual reports and present to senior executives
Financial Advisor/Investment Analyst
- Perform extensive research and investment analysis to ensure suitability for client portfolios
- Complete annual client portfolio reviews and discuss future investment strategies
- Analyze company financial statements and explore possible investment opportunities for clients
- Organize and review complex data to assess investment accounts
- Develop comprehensive reports, charts, and graphs to present data to C-level executives
- Establish objectives, risk tolerance, and time… Show more
Colleagues at TCDRS
Other employees you can reach at tcdrs.org. View company contacts for 130 employees →
Doris Richardson
Colleague at Tcdrs
Buda, Texas, United States, United States
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BW
Brad Watkins
Colleague at Tcdrs
Austin, Texas, United States, United States
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RP
Robert Powers
Colleague at Tcdrs
Austin, Texas, United States, United States
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DO
Darryl Odero
Colleague at Tcdrs
Austin, Texas, United States, United States
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SF
Susan Fletcher
Colleague at Tcdrs
Frisco, Texas, United States, United States
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LL
Lalli Lopez
Colleague at Tcdrs
Austin, Texas Metropolitan Area, United States
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SV
Suheill Villafane
Colleague at Tcdrs
Austin, Texas, United States, United States
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AG
Angie Gagnon
Colleague at Tcdrs
Paige, Texas, United States, United States
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SS
Sarah Streifel Torres
Colleague at Tcdrs
Hutto, Texas, United States, United States
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CB
Cindy Burnam
Colleague at Tcdrs
United States, United States
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Sam Houk, Cfa, Caia, Mba education
Master Of Business Administration - Mba
Bachelor'S Degree
Secondary School Teaching Credential
Frequently asked questions about Sam Houk, Cfa, Caia, Mba
Quick answers generated from the profile data available on this page.
What company does Sam Houk, Cfa, Caia, Mba work for?
Sam Houk, Cfa, Caia, Mba works for TCDRS.
What is Sam Houk, Cfa, Caia, Mba's role at TCDRS?
Sam Houk, Cfa, Caia, Mba is listed as Portfolio Manager, Credit and Hedge Funds at TCDRS.
What is Sam Houk, Cfa, Caia, Mba's email address?
AeroLeads has found 1 work email signal at @dimensional.com for Sam Houk, Cfa, Caia, Mba at TCDRS.
What is Sam Houk, Cfa, Caia, Mba's phone number?
AeroLeads has found 3 phone signal(s) with area code 951, 650 for Sam Houk, Cfa, Caia, Mba at TCDRS.
Where is Sam Houk, Cfa, Caia, Mba based?
Sam Houk, Cfa, Caia, Mba is based in Austin, Texas, United States while working with TCDRS.
What companies has Sam Houk, Cfa, Caia, Mba worked for?
Sam Houk, Cfa, Caia, Mba has worked for Tcdrs, Dimensional Fund Advisors, Rubrik, Inc., Jefferies, and Morgan Stanley.
Who are Sam Houk, Cfa, Caia, Mba's colleagues at TCDRS?
Sam Houk, Cfa, Caia, Mba's colleagues at TCDRS include Doris Richardson, Brad Watkins, Robert Powers, Darryl Odero, and Susan Fletcher.
How can I contact Sam Houk, Cfa, Caia, Mba?
You can use AeroLeads to view verified contact signals for Sam Houk, Cfa, Caia, Mba at TCDRS, including work email, phone, and LinkedIn data when available.
What schools did Sam Houk, Cfa, Caia, Mba attend?
Sam Houk, Cfa, Caia, Mba holds Master Of Business Administration - Mba from The University Of Texas At Austin - Red Mccombs School Of Business.
What skills is Sam Houk, Cfa, Caia, Mba known for?
Sam Houk, Cfa, Caia, Mba is listed with skills including Investments, Portfolio Performance Analysis, Gips Compliance, Financial Services, Investment Management, Portfolio Management, Asset Allocation, and Market Research.
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