Profil
Ms. Dorothy G.
Wood is a Portfolio Manager at Frost Investment Advisors LLC.
She manages portfolios for high net worth individuals, pensions, trusts and non-profit organizations in the San Antonio and Corpus Christi markets.
She has over 25 years of investment experience.
Ms. Wood was previously employed as Investment Officer by Broadway National Bank (Texas).
Ms. Wood received her Bachelor’s degree from Texas State University.
She is a graduate of the ABA National Trust Graduate School at Northwestern University in Evanston, Illinois and a Certified Trust and Financial Adviser & also a CERTIFIED FINANCIAL PLANNER™ practitioner.
Anciens postes connus de Dorothy Germany Wood
| Sociétés | Poste | Fin |
|---|---|---|
Frost Investment Advisors LLC
Frost Investment Advisors LLC Investment ManagersFinance Frost Investment Advisors' equity and fixed income strategies provide clients with diversification and are targeted toward balancing risk and return. Their range of style-based investment approaches includes growth equity, taxable fixed income and tax-exempt fixed income. | Gestionnaire de Portefeuille-Actions | 31/12/2016 |
Broadway National Bank (Texas)
Broadway National Bank (Texas) Major BanksFinance Nationally chartered commercial bank | Corporate Officer/Principal | - |
Formation de Dorothy Germany Wood
Expériences
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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| Entreprise privées | 3 |
|---|---|
Frost Investment Advisors LLC
Frost Investment Advisors LLC Investment ManagersFinance Frost Investment Advisors' equity and fixed income strategies provide clients with diversification and are targeted toward balancing risk and return. Their range of style-based investment approaches includes growth equity, taxable fixed income and tax-exempt fixed income. | Finance |
Broadway National Bank (Texas)
Broadway National Bank (Texas) Major BanksFinance Nationally chartered commercial bank | Finance |
Texas State University
Texas State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















