Jimmy is responsible for firm-wide investment and technology implementation. His areas of oversight include all fund flows, portfolio analytics, systems, and cybersecurity.
Before joining Sentinel Trust in 2016, Jimmy spent more than a decade in senior operational and financial planning roles at the following multinational legal and financial institutions: Bracewell LLP, Invesco LTD, and Van Kampen Investments. His many strengths include technology and systems, capital budgeting, forecasting and analysis, and compliance oversight of institutional activities.
- Director of Financial Planning and Analysis and Sr. Manager of Business Operations, Bracewell LLP, Houston, TX (2012–2016)
Responsibilities included managing the annual operating and capital budgets, maintaining firm-level revenue, expense and profitability forecasts, generation of periodic financial and management reporting, and ad-hoc financial and pricing support for senior partners.
- Senior Compliance Officer, Invesco LTD (2010–2012)
Responsibilities included providing compliance coverage for multiple legal and operational entities, coordinated responses to regulators’ inquiries into products and personnel, monitored compliance of business activities, and ensured timely and accurate creation of broker-dealer financial records and reports.
- Operations Management, Morgan Stanley/Van Kampen Investments (2002–2010)
Responsibilities included the supervision of management and associates servicing a wide range of stakeholders in Morgan Stanley financial products within the global investment management business.
- CFA Society of Houston, Member
- World Affairs Council of Greater Houston, Member
- Junior Achievement of Southeast Texas, Volunteer
- Dress for Success Houston, Volunteer
- MS 150 Bike Ride, Volunteer
Independent Wealth Management Firm, Sentinel Trust Company, Announces the Promotion of Three New Managing Directors
Sentinel Trust Company Announces the Promotion of New Vice President and Election of a New Shareholder
The latest edition of On Watch is now available for download. This issue features articles about the fundamentals of cryptocurrency, the importance of good entity management, and essential first steps to acquiring physical gold. Contributors to this issue are James C. Reed, MBA, CFA, Lissa S. Gangjee, JD, CFP®, and Scott E. Snyder, CFA, CAIA….
The latest edition of On Watch is now available for download. This issue features articles about impact investing, preparing college-bound kids for financial independence, and why your online account reporting is so dated. Contributors to this issue are Josh H. Hall, Anna M. Ziemnicki, JD, and James C. Reed, CFA. To receive email alerts about…