Profile
Mr. William M.
Uhlemeyer, CFA MBA, is a Managing Member & Chief Compliance Officer at CrestPoint Capital Management LLC.
Prior to forming CrestPoint Capital Management, he was a Vice President and Portfolio Manager at Luther King Capital Management Corporation, a Senior Vice President and Chief Investment Officer for Trust Investments at Team Bank (acquired by Bank One Texas), Senior Portfolio Manager and Senior Vice President at Nations Bank (now Bank of America), Vice President and Investment Counselor for Investors Management Services, and Portfolio Manager for Donelan-Phelps Investment Advisors.
He also worked at Friedman & Uhlemeyer.
Mr. Uhlemeyer received his Bachelor of Science in Business Administration from the University of Missouri – St. Louis in 1969 and his MBA from the University of Chicago in 1971.
Former positions of William Moerschell Uhlemeyer
| Companies | Position | End |
|---|---|---|
CrestPoint Capital Management LLC (Investment Management)
 CrestPoint Capital Management LLC (Investment Management) Investment ManagersFinance CrestPoint Capital Management LLC provides investment advice. The private company is based in Four Seasons, MO. The company was founded in 2013 by William Moerschell Uhlemeyer. William Moerschell Uhlemeyer has been the CEO since 2013. | Chief Executive Officer | 2018-03-15 |
Investors Management Services, Inc.
 Investors Management Services, Inc. Investment ManagersFinance Investors Management Services, Inc. (IMS) is an independent, SEC-registered investment advisor headquartered in Harrison Township, Michigan. The firm was founded in 1968 and is principally owned by Kimberly Wiggins. IMS provides asset management services to individuals, pensions, profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities on either a discretionary or non-discretionary basis. | Corporate Officer/Principal | - |
| Bank One Texas NA | Corporate Officer/Principal | - |
| NationsBank Corp. | Corporate Officer/Principal | - |
Luther King Capital Management Corp.
 Luther King Capital Management Corp. Investment ManagersFinance Luther King Capital Management Corp. (LKCM) is the investment advisory firm headquartered in Fort Worth, Texas and has additional offices in Austin, San Antonio, and Dallas. The firm was founded in 1979 by J. Luther King, Jr. and is a subsidiary of Southwest JLK Corp. LKCM provides investment advisory services to separately managed portfolios for individuals, trusts, estates, charitable organizations, government entities, corporations and other business entities, foundations, endowments, pension and profit-sharing plans, registered investment companies, and private investment partnership as well as to the LKCM Funds. | Portfolio Manager-Equities | - |
Training of William Moerschell Uhlemeyer
| University of Missouri | Undergraduate Degree |
| The University of Chicago | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Luther King Capital Management Corp.
Luther King Capital Management Corp. Investment ManagersFinance Luther King Capital Management Corp. (LKCM) is the investment advisory firm headquartered in Fort Worth, Texas and has additional offices in Austin, San Antonio, and Dallas. The firm was founded in 1979 by J. Luther King, Jr. and is a subsidiary of Southwest JLK Corp. LKCM provides investment advisory services to separately managed portfolios for individuals, trusts, estates, charitable organizations, government entities, corporations and other business entities, foundations, endowments, pension and profit-sharing plans, registered investment companies, and private investment partnership as well as to the LKCM Funds. | Finance |
| Bank One Texas NA | Finance |
| NationsBank Corp. | Finance |
Investors Management Services, Inc.
Investors Management Services, Inc. Investment ManagersFinance Investors Management Services, Inc. (IMS) is an independent, SEC-registered investment advisor headquartered in Harrison Township, Michigan. The firm was founded in 1968 and is principally owned by Kimberly Wiggins. IMS provides asset management services to individuals, pensions, profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities on either a discretionary or non-discretionary basis. | Finance |
CrestPoint Capital Management LLC (Investment Management)
CrestPoint Capital Management LLC (Investment Management) Investment ManagersFinance CrestPoint Capital Management LLC provides investment advice. The private company is based in Four Seasons, MO. The company was founded in 2013 by William Moerschell Uhlemeyer. William Moerschell Uhlemeyer has been the CEO since 2013. | Finance |
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