Profil
Mary Dennis Jones worked as a Director of Fixed Income at Hilliard Lyons Capital Management LLC, Vice President at Stock Yards Bank & Trust Co., Vice President at PNC Bank, NA (Investment Management), and Executive Vice President at Atlas Brown, Inc. She also worked as a Portfolio Manager at Regent Investment Management LLC from 2013 to 2022.
Ms. Jones received her undergraduate degree from the University of Louisville in 1987.
Anciens postes connus de Mary Dennis Jones
| Sociétés | Poste | Fin |
|---|---|---|
Regent Investment Management LLC
 Regent Investment Management LLC Investment ManagersFinance Regent Investment Management LLC (Regent) is a wealth management firm headquartered in Louisville, Kentucky. The firm was founded in 2012 as a spin-off from Mainstream Investment Advisers LLC. In 2023, they were acquired by Bartlett & Co. Wealth Management LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Regent provides investment supervisory services to and manages investment advisory accounts for individuals, institutions and various other types of entities using a variety of strategies. | Gestionnaire de Portefeuille-Actions | 01/12/2022 |
Stock Yards Bank & Trust Co.
 Stock Yards Bank & Trust Co. Investment ManagersFinance Stock Yards Bank & Trust Co. (SYBT) is an investment adviser headquartered in Louisville, Kentucky. The firm was founded in 1904 and is a wholly-owned subsidiary of Stock Yards Bancorp, Inc. (NASDAQ: SYBT). SYBT offers financial planning, investment management, retirement planning, and trust and estate services to individuals, families, and businesses. | Portfolio Manager-Fixed Income | - |
Atlas Brown, Inc.
 Atlas Brown, Inc. Investment ManagersFinance Atlas Brown, Inc. is an independent registered investment advisor headquartered in Louisville, Kentucky. The firm was founded by William “Wayne” Hancock in 2004. Atlas Brown provides investment management solutions combined with their suite of Family Office Services offered primarily to individuals and their families, which includes high net-worth individuals, retirement plans, trusts, estates, charitable organizations, and corporations. | Gestionnaire de Portefeuille-Actions | - |
Hilliard Lyons Capital Management LLC
 Hilliard Lyons Capital Management LLC Investment ManagersFinance Founded in 2007, Hilliard Lyons Capital Management LLC, formerly Hilliard Lyons Asset Management, is a registered investment advisor located Louisville, Kentucky. The firm is a subsidiary of HL Financial Services. Hilliard Lyons specializes in asset management for foundations and endowments, corporate pension and profit sharing funds, Taft Hartley plans and public funds. The firm is an affiliate of JJB Hilliard, WL Lyons LLC, a regional financial services firm founded in 1854 and Hilliard Lyons Trust Company LLC. Hilliard Capital Management and their affiliates are divisions of HL Financial Services LLC, which is owned by Hilliard Lyons employees, a limited number of outside investors and financial partner Houchens Industries LLC, one of America's largest 100% employee owned companies. On March 31, 2008, The PNC Financial Services Group, Inc. sold Hilliard Lyons Capital Management and their affiliates JJB Hilliard, WL Lyons LLC and Hilliard Lyons Trust Company LLC to HL Financial Services. | Head-Fixed Income Invts | - |
PNC Bank, NA (Investment Management)
 PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Portfolio Manager-Fixed Income | 18/05/2005 |
Formation de Mary Dennis Jones
| University of Louisville | Undergraduate Degree |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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| Entreprise privées | 5 |
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Stock Yards Bank & Trust Co.
Stock Yards Bank & Trust Co. Investment ManagersFinance Stock Yards Bank & Trust Co. (SYBT) is an investment adviser headquartered in Louisville, Kentucky. The firm was founded in 1904 and is a wholly-owned subsidiary of Stock Yards Bancorp, Inc. (NASDAQ: SYBT). SYBT offers financial planning, investment management, retirement planning, and trust and estate services to individuals, families, and businesses. | Finance |
PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Finance |
Hilliard Lyons Capital Management LLC
Hilliard Lyons Capital Management LLC Investment ManagersFinance Founded in 2007, Hilliard Lyons Capital Management LLC, formerly Hilliard Lyons Asset Management, is a registered investment advisor located Louisville, Kentucky. The firm is a subsidiary of HL Financial Services. Hilliard Lyons specializes in asset management for foundations and endowments, corporate pension and profit sharing funds, Taft Hartley plans and public funds. The firm is an affiliate of JJB Hilliard, WL Lyons LLC, a regional financial services firm founded in 1854 and Hilliard Lyons Trust Company LLC. Hilliard Capital Management and their affiliates are divisions of HL Financial Services LLC, which is owned by Hilliard Lyons employees, a limited number of outside investors and financial partner Houchens Industries LLC, one of America's largest 100% employee owned companies. On March 31, 2008, The PNC Financial Services Group, Inc. sold Hilliard Lyons Capital Management and their affiliates JJB Hilliard, WL Lyons LLC and Hilliard Lyons Trust Company LLC to HL Financial Services. | Finance |
Atlas Brown, Inc.
Atlas Brown, Inc. Investment ManagersFinance Atlas Brown, Inc. is an independent registered investment advisor headquartered in Louisville, Kentucky. The firm was founded by William “Wayne” Hancock in 2004. Atlas Brown provides investment management solutions combined with their suite of Family Office Services offered primarily to individuals and their families, which includes high net-worth individuals, retirement plans, trusts, estates, charitable organizations, and corporations. | Finance |
Regent Investment Management LLC
Regent Investment Management LLC Investment ManagersFinance Regent Investment Management LLC (Regent) is a wealth management firm headquartered in Louisville, Kentucky. The firm was founded in 2012 as a spin-off from Mainstream Investment Advisers LLC. In 2023, they were acquired by Bartlett & Co. Wealth Management LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Regent provides investment supervisory services to and manages investment advisory accounts for individuals, institutions and various other types of entities using a variety of strategies. | Finance |
