Sandy Villere
Portfolio Manager-Equities at St. Denis J. Villere & Co. LLC
Net worth: 98 280 $ as of 2024-05-30
Profile
Mr. St. Denis J.
Villere, III, is a Partner & Portfolio Manager at St. Denis J.
Villere & Co. LLC.
He joined the firm in 1999.
He has over 24 years of industry experience.
Mr. Villere started his career as an institutional research analyst and equity sell-side analyst with Gerard Klauer Mattison, a Wall Street institutional equity research firm.
Mr. Villere earned a B.S.
in finance from Southern Methodist University.
He is a member of the CFA Institute.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
PORCH GROUP, INC.
0.05% | 2023-10-30 | 46,800 ( 0.05% ) | 98 280 $ | 2024-05-30 |
Sandy Villere active positions
Companies | Position | Start |
---|---|---|
St. Denis J. Villere & Co. LLC
St. Denis J. Villere & Co. LLC Investment ManagersFinance Founded in 1911, St. Denis J. Villere & Co. LLC is a wealth management firm and registered investment advisor located in New Orleans, Louisiana. The firm's clients include individuals, institutions, retirement plans, corporations and their open-end mutual fund, the Villere Balanced Fund. | Portfolio Manager-Equities | 1998-12-31 |
Former positions of Sandy Villere
Companies | Position | End |
---|---|---|
GKM Advisers LLC
GKM Advisers LLC Investment ManagersFinance Founded in 2000 by Jed Cohen and Timothy Wahl, GKM Advisers, Inc. is a mutual fund manager and registered investment advisor located in Los Angeles. The firm is a subsidiary of First Western Financial, Inc. They manage discretionary accounts and serve as the investment advisor to the GKM mutual funds. | Analyst-Equity | 1998-06-29 |
Training of Sandy Villere
Southern Methodist University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
---|---|
St. Denis J. Villere & Co. LLC
St. Denis J. Villere & Co. LLC Investment ManagersFinance Founded in 1911, St. Denis J. Villere & Co. LLC is a wealth management firm and registered investment advisor located in New Orleans, Louisiana. The firm's clients include individuals, institutions, retirement plans, corporations and their open-end mutual fund, the Villere Balanced Fund. | Finance |
GKM Advisers LLC
GKM Advisers LLC Investment ManagersFinance Founded in 2000 by Jed Cohen and Timothy Wahl, GKM Advisers, Inc. is a mutual fund manager and registered investment advisor located in Los Angeles. The firm is a subsidiary of First Western Financial, Inc. They manage discretionary accounts and serve as the investment advisor to the GKM mutual funds. | Finance |
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