Gary Thomas Bonner
Plus aucun poste en cours
Profil
Gary Thomas Bonner worked as Vice President-Operations at Avalon Advisors LLC from 2001 to 2009.
He also worked as a Principal at Accenture LLP and as Chief Operating Officer at tru Independence LLC.
Bonner received his undergraduate degree from Texas A&M University in 1988.
Anciens postes connus de Gary Thomas Bonner
| Sociétés | Poste | Fin |
|---|---|---|
Accenture LLP
 Accenture LLP Miscellaneous Commercial ServicesCommercial Services Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
tru Independence LLC
 tru Independence LLC Investment ManagersFinance Tru Independence LLC is a service delivery firm that provides a unique experience for its community of advisors through the combination of behavioral finance, fintech, and human capital. The company is based in Portland, OR, and has subsidiaries in the United States. Tru Independence is an open architecture platform that provides the full suite of services needed for established wealth management firms and RIAs seeking independence to grow their business efficiently and effectively. Tru Independence provides access to turnkey technology infrastructure, in-house c-suite level personnel, and expert practitioners that specialize in business management and fiduciary responsibility, including employee training, business consulting, operations support, and compliance. The company aims to be a fiduciary, growth, and service excellence partner for its advisors, allowing them to focus on client services while maximizing their revenue, technology, and marketing. The company was founded in 2014, and the CEO is Craig P. Stuvland. | Directeur des opérations | - |
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. | Directeur des opérations | - |
Formation de Gary Thomas Bonner
| Texas A&M University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
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 |
Accenture LLP
Accenture LLP Miscellaneous Commercial ServicesCommercial Services Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL. | Commercial Services |
tru Independence LLC
tru Independence LLC Investment ManagersFinance Tru Independence LLC is a service delivery firm that provides a unique experience for its community of advisors through the combination of behavioral finance, fintech, and human capital. The company is based in Portland, OR, and has subsidiaries in the United States. Tru Independence is an open architecture platform that provides the full suite of services needed for established wealth management firms and RIAs seeking independence to grow their business efficiently and effectively. Tru Independence provides access to turnkey technology infrastructure, in-house c-suite level personnel, and expert practitioners that specialize in business management and fiduciary responsibility, including employee training, business consulting, operations support, and compliance. The company aims to be a fiduciary, growth, and service excellence partner for its advisors, allowing them to focus on client services while maximizing their revenue, technology, and marketing. The company was founded in 2014, and the CEO is Craig P. Stuvland. | Finance |
