![Steve Kanaly](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Kanaly joined Kanaly in 1976.
He earned his BBA in Finance from the University of Texas.
He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Trust and Financial Advisor.
He was named four times by Worth Magazine as one of "America’s Best Financial Advisors", and was selected in 2001 by Medical Economics as one of the “Best 150 Financial Advisors for Doctors.” Mr. Kanaly served as an executive committee member and Chairman of the Board of the National Association of Personal Financial Advisors from 2001-2003.
Anciens postes connus de Steve Kanaly
| Sociétés | Poste | Fin |
|---|---|---|
Kanaly Trust LTA
 Kanaly Trust LTA Investment ManagersFinance Kanaly Trust's investment platform includes a full array of policy and liquidity options to satisfy individual client objectives and risk preferences. In some cases, portfolios are constructed with only fully liquid options, while other portfolios may include some combination of fully liquid, partially liquid and illiquid options. Kanaly offers active and passive strategies through third-party investment managers. Investments are made in equities, fixed income securities and real assets. Investments may be implemented through ETFs, mutual funds, separately managed accounts and limited partnerships. | Corporate Officer/Principal | 31/12/2008 |
Formation de Steve Kanaly
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
24
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Kanaly Trust LTA
Kanaly Trust LTA Investment ManagersFinance Kanaly Trust's investment platform includes a full array of policy and liquidity options to satisfy individual client objectives and risk preferences. In some cases, portfolios are constructed with only fully liquid options, while other portfolios may include some combination of fully liquid, partially liquid and illiquid options. Kanaly offers active and passive strategies through third-party investment managers. Investments are made in equities, fixed income securities and real assets. Investments may be implemented through ETFs, mutual funds, separately managed accounts and limited partnerships. | Finance |
The University of Texas at Austin
 The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
