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Eric Matthew Cannon
Gestionnaire de Portefeuille-Actions chez
Capital Advisors, Inc. (Oklahoma)
Profil
Mr. Eric M.
Cannon is a Managing Partner at Capital Advisors, Inc. (Oklahoma).
He oversees the Texas Region.
He also handles business development and serves as a wealth advisor to clients.
Mr. Cannon commenced his career as a Fixed Income Analyst in the Investment Banking Division of UMB Bank.
His extensive experience in the equity capital markets includes roles as an Institutional Equity Trader, OTC Market Maker, and Listed Equities & Options Trader at Stifel, Jefferies, and George K.
Baum.
He holds an undergraduate degree in business from the University of South Alabama.
He also earned an MBA with a concentration in Finance from the University of Tulsa.
Postes actifs de Eric Matthew Cannon
| Sociétés | Poste | Début |
|---|---|---|
Capital Advisors, Inc. (Oklahoma)
 Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors’ Investment and Research Committee (The Committee) is responsible for the development and daily management of portfolio strategies. The Committee is responsible for the research and selection of each security within each strategy. The firm develops an asset allocation plan or model portfolio to align the client’s investment objectives with the most efficient and effective investment vehicles to attain those objectives. Capital Advisors uses a combination of individual stock strategies, tactical ETF strategies and fixed income strategies. | Gestionnaire de Portefeuille-Actions | 01/01/2012 |
Anciens postes connus de Eric Matthew Cannon
| Sociétés | Poste | Fin |
|---|---|---|
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Trading-Equity | 31/12/2011 |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Provides brokerage services | Trading-Equity | 31/12/2007 |
George K. Baum & Co. (Securities)
 George K. Baum & Co. (Securities) Investment Banks/BrokersFinance Provides brokerage services | Trading-Equity | 31/12/1999 |
UMB Bank, NA
 UMB Bank, NA Major BanksFinance Provides commercial banking services | Corporate Officer/Principal | 31/12/1997 |
Formation de Eric Matthew Cannon
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
95
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors’ Investment and Research Committee (The Committee) is responsible for the development and daily management of portfolio strategies. The Committee is responsible for the research and selection of each security within each strategy. The firm develops an asset allocation plan or model portfolio to align the client’s investment objectives with the most efficient and effective investment vehicles to attain those objectives. Capital Advisors uses a combination of individual stock strategies, tactical ETF strategies and fixed income strategies. | Finance |
UMB Bank, NA
UMB Bank, NA Major BanksFinance Provides commercial banking services | Finance |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of South Alabama
 University of South Alabama Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Tulsa
 The University of Tulsa Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
George K. Baum & Co. (Securities)
George K. Baum & Co. (Securities) Investment Banks/BrokersFinance Provides brokerage services | Finance |
