Profil
Ms. Cathy A.
Miller is an Associate & US Equity Trader at Avalon Advisors LLC.
She has spent over 20 years in the investment management industry.
Prior to joining Avalon, Ms. Miller was a Director of Trading at Chilton Capital Management for six years.
In her role at Chilton, she was involved in all areas of trading and assisted the launch of that company’s mutual fund.
Previously, she was with Dyer, Robertson and Lamme as a Trust Administrator and Operations Specialist.
She began her career as an Assistant Analyst at Briggs Management and Research.
Ms. Miller received her Economics degree from the University of St. Thomas (Minnesota).
Anciens postes connus de Cathy A. Miller
| Sociétés | Poste | Fin |
|---|---|---|
Avalon Advisors LLC
 Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Trading-Equity | 01/08/2020 |
TD Bank USA, Inc.
 TD Bank USA, Inc. Regional BanksFinance Part of The Toronto-Dominion Bank, TD Bank USA, Inc. is a financial institution that offers banking services, credit cards, loans, home lending, and other financial products for small businesses. The company is based in New York, NY. Customers can access their TD Bank small business checking accounts online for free and manage their accounts, make payments in real-time online or with their mobile app. TD Cross-Border Banking products can help customers easily manage their money on both sides of the border. The CEO of the company is Michael Bo Pedersen. | Corporate Officer/Principal | - |
Dyer Robertson & Lamme, Inc.
 Dyer Robertson & Lamme, Inc. Investment ManagersFinance Dyer Robertson & Lamme, Inc. (DRL) is a registered investment advisor located in Houston, Texas. | Corporate Officer/Principal | - |
Briggs Management & Research Co.
 Briggs Management & Research Co. Investment ManagersFinance Founded in 1969, Briggs Management & Research Co. is a wealth management firm and registered investment advisor located in Houston, Texas. | Corporate Officer/Principal | - |
Chilton Capital Management LLC
 Chilton Capital Management LLC Investment ManagersFinance Chilton Capital Management LLC (Chilton Capital) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded in 1996 and they are a subsidiary of Knapp Brothers LLC. Chilton Capital provides a diversity of investment strategies, customized wealth management solutions, and trust company services to individuals, family offices, business owners, endowments, foundations, retirement plans and trusts on a fee-only basis. | Trading-Equity | - |
Formation de Cathy A. Miller
| University of St. Thomas | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Chilton Capital Management LLC
Chilton Capital Management LLC Investment ManagersFinance Chilton Capital Management LLC (Chilton Capital) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded in 1996 and they are a subsidiary of Knapp Brothers LLC. Chilton Capital provides a diversity of investment strategies, customized wealth management solutions, and trust company services to individuals, family offices, business owners, endowments, foundations, retirement plans and trusts on a fee-only basis. | Finance |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Finance |
Briggs Management & Research Co.
Briggs Management & Research Co. Investment ManagersFinance Founded in 1969, Briggs Management & Research Co. is a wealth management firm and registered investment advisor located in Houston, Texas. | Finance |
Dyer Robertson & Lamme, Inc.
Dyer Robertson & Lamme, Inc. Investment ManagersFinance Dyer Robertson & Lamme, Inc. (DRL) is a registered investment advisor located in Houston, Texas. | Finance |
TD Bank USA, Inc.
TD Bank USA, Inc. Regional BanksFinance Part of The Toronto-Dominion Bank, TD Bank USA, Inc. is a financial institution that offers banking services, credit cards, loans, home lending, and other financial products for small businesses. The company is based in New York, NY. Customers can access their TD Bank small business checking accounts online for free and manage their accounts, make payments in real-time online or with their mobile app. TD Cross-Border Banking products can help customers easily manage their money on both sides of the border. The CEO of the company is Michael Bo Pedersen. | Finance |
