Avalon Advisors, LLC

Industry: Company

Description

Founded: 2001 Subsidiary: Avalon Wealth Management LLC

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Avalon Advisors, LLC Employees

Employee
Years
Job
Industry
John Lytle John Lytle Houston, Texas Details
John Lytle's Avalon Advisors, LLC Experience August 2013 - Present
Job Associate at Avalon Advisors, LLC
Industry Financial Services
Experience
Avalon Advisors, LLC   August 2013 - Present
KPMG US  October 2010 - May 2012
Clearfield Bank & Trust Co.   May 2009 - August 2009

Education
University of Notre Dame - Mendoza College of Business   2012 — 2013
Master of Business Administration (M.B.A.), Investments

University of Notre Dame   2006 — 2010
B.B.A., Finance

Erica Abarca Erica Abarca Houston, Texas Area Details
Erica Abarca's Avalon Advisors, LLC Experience November 2013 - Present
Job Client Advisory Assistant at Avalon Advisors, LLC
Industry Financial Services
Experience
Avalon Advisors, LLC   November 2013 - Present
alliantgroup  March 2013 - November 2013
alliantgroup  July 2012 - March 2013
GLOBAL FINANCIAL SERVICES, LLC   November 2007 - July 2012
GLOBAL FINANCIAL SERVICES LLC   December 2003 - November 2007
GBM INTERNATIONAL, INC   June 2000 - December 2003
CONSTELLATION ENERGY SOURCE   April 1999 - May 2000

Skills
Microsoft Office, Process Improvement, Problem-solving, Motivated self-starter, Detail oriented, Skilled Multi-tasker, Self-driven, Attention to detail, Microsoft Office 2007, Leadership, Management, Customer Satisfaction, Outlook, CRM, Teamwork, Account Management, Business Strategy, Strategic Planning, PowerPoint, Team Building, Project Planning, Forecasting, Vendor Management, Portfolio Management, Time Management, Securities, Middle Office, Marketing, Financial Modeling, Training, Finance, Fixed Income, Business Process..., Alternative Investments, Equities, Derivatives, Corporate Finance, Financial Services, Bloomberg, Data Analysis, Banking, Series 7, New Business Development, Prime Brokerage, Human Resources, Financial Reporting, Investment Banking, Sales, Accounts Payable, Management Consulting

Education
University of Phoenix   2002 — 2005
Bachelors of Science, Business Management

Sharyland High School   1991 — 1991

Brett Ashley Longoria Brett Ashley Longoria Houston, Texas Area Details
Brett Ashley Longoria's Avalon Advisors, LLC Experience December 2014 - Present
Job Senior Portfolio Analyst at Avalon Advisors, LLC
Industry Investment Management
Experience
Avalon Advisors, LLC   December 2014 - Present

Skills
Non-profits, Wordpress, Organization, Strategic Planning, Social Media, Public Relations, Project Management, Marketing, Investment Management, Investments, Financial Advisory, Fundraising, Strategy, Social Media Marketing, Editing, Community Outreach, Event Planning, Research, Spanish, Nonprofits, WordPress, Media Relations, Strategic Communications

Education
Barnard College   2004 — 2009
Bachelor of Arts, American Studies

Columbia University in the City of New York   2004 — 2009
Bachelor of Arts, American Studies

Gary Bonner Gary Bonner Houston, Texas Area Details
Gary Bonner's Avalon Advisors, LLC Experience April 2001 - Present
Job Chief Operating Officer at Avalon Advisors, LLC
Industry Financial Services
Experience
Avalon Advisors, LLC   April 2001 - Present
Yellowstone Academy  2010 - 2014
Spaulding for Children  2003 - March 2009
TheCustomShop.com   August 1998 - April 2001
Dealer Solutions  August 1995 - August 1998
Clark/Bardes Inc   August 1992 - August 1995
Andersen Consulting  1989 - 1991

Education
Texas A&M University   1986 — 1988
BA, Economics

Catherine Robinson Catherine Robinson Greater Los Angeles Area Details
Catherine Robinson's Avalon Advisors, LLC Experience July 2009 - July 2009
Job Registered Client Service Associate at UBS Financial Services Inc
Industry Financial Services
Experience
UBS  August 2015 - Present
Morgan Stanley  June 2015 - August 2015
Morgan Stanley Wealth Management  February 2014 - June 2015
Morgan Stanley Wealth Management  May 2013 - January 2014
Morgan Stanley Wealth Management  January 2013 - May 2013
The Veloz Group  May 2012 - August 2012
Avalon Advisors, LLC   July 2009 - July 2009

Skills
Research, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Windows, Outlook, Photoshop, HTML, Editing, Economics, Business, Social Media Marketing, Economy, Economic Research, Statistics, Photography, Series 7, Series 63, Series 65

Education
University of Southern California   2009 — 2013
Bachelor of Arts (BA), Economics

The Kinkaid School   2002 — 2009

Erin Purdom Erin Purdom Houston, Texas Details
Erin Purdom's Avalon Advisors, LLC Experience June 2014 - August 2014
Job Fixed Income Trading & Investment Management Intern at Avalon Advisors, LLC
Industry Investment Management
Experience
Avalon Advisors, LLC   June 2014 - August 2014
OpenLink Financial  January 2014 - May 2014
GDF SUEZ  May 2013 - July 2013
Texas A&M University  February 2013 - May 2013

Skills
Financial Analysis, Recruiting, Microsoft Excel, Microsoft Excel VBA, HTML, CSS, phpMyAdmin, PHP, Analysis, Trading, Fixed Income, Investments, Portfolio Management, Investment Banking

Education
Texas A&M University   2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General

Dina Bridy Dina Bridy Houston, Texas Area Details
Dina Bridy's Avalon Advisors, LLC Experience February 2014 - Present
Job Certified AntiMoney Laundering Officer and Financial Professional
Industry Financial Services
Experience
Avalon Advisors, LLC   February 2014 - Present
Bank of New York Mellon  January 2012 - February 2014
BNY Mellon  January 2006 - December 2011
China Study Abroad Internship Program   May 2005 - July 2005

Skills
Fund Accounting, Risk Management, Alternative Investments, Wealth Management, Corporate Actions, Financial Modeling, Fund Administration, Global Custody, Investment Banking, Business Analysis, Valuation, Bonds, Credit, Middle Office, Languages, Financial Reporting

Education
Florida International University   2011 — 2012
AML Certification, International Business/Trade/Commerce

University of St. Thomas (TX)   2005 — 2007
Master's degree, International Business

University of Houston-Downtown   2004 — 2005
Bachelor's degree, International Business

Erika Chopra Erika Chopra Houston, Texas Area Details
Erika Chopra's Avalon Advisors, LLC Experience September 2011 - November 2013
Job Senior Associate, Wealth Advisory Services at Northern Trust
Industry Investment Management
Experience
Northern Trust  November 2013 - Present
Avalon Advisors, LLC   September 2011 - November 2013
Invesco Ltd.  August 2010 - September 2011
Mercer Advisors  September 2009 - August 2010
Vanguard  December 2005 - September 2009

Skills
Windows 98 / 2000 /..., Individual,..., Development of Training..., Strategy and Problem..., Purchasing Management,..., Customer & Partner..., PowerPoint, Problem Solving, Strategy, Microsoft Excel, Inventory Control, Curriculum Design, Asset Managment, Wealth Management, Relationship Management, Investments, Leadership, Mutual Funds, Investment Management, Management, Finance, Operations Management, Hedge Funds, Asset Allocation, Training, Alternative Investments, Securities, Financial Markets, Investment Advisory, Financial Services, CRM, High Net Worth..., Wealth Management..., Portfolio Management, Asset Management

Education
Syracuse University   1998 — 2002
Bachelor of Arts (BA), Psychology & Sociology

The Derryfield School   1992 — 1998

Graydon Oliver Graydon Oliver Houston, Texas Details
Graydon Oliver's Avalon Advisors, LLC Experience June 2010 - Present
Job Client Advisor at Avalon Advisors
Industry Financial Services
Experience
Avalon Advisors, LLC   June 2010 - Present
Aguiar & Associates   January 2008 - April 2010
Beitar Jerusalem Football Club   January 2009 - December 2009
Leor Energy   September 2005 - September 2008
ATP Tour, Inc.   January 2001 - December 2004
ATP Tour, Inc.   2000 - 2004

Skills
Investments, Asset Management, Real Estate, Financial Advisory, Mergers & Acquisitions, Business Development, Wealth Management, Asset Managment, Private Equity, Asset Allocation, Investment Management, Due Diligence, Sports, Portfolio Management, Hedge Funds, Securities

Education
University of Illinois at Urbana-Champaign

Westminster Academy
High School

Kevin Lilly Kevin Lilly Houston, Texas Area Details
Kevin Lilly's Avalon Advisors, LLC Experience April 2001 - Present
Job President, Avalon Wealth Management
Industry Investment Management
Experience
Texas State Guard  August 2013 - Present
Avalon Advisors LLC  April 2001 - Present
Texas State Guard  August 2010 - August 2013
Morgan Stanley & Co  May 1996 - April 2001
Goldman Sachs  January 1989 - May 1996
US Army  May 1990 - May 1994

Skills
Corporate Development, Equities, Financial Analysis, Financial Modeling, Fixed Income, Investment Management, Investments, Mergers, Private Equity, Risk Management, Sales, Securities, Valuation, Venture Capital, Wealth Management

Education
Antonian College Prep

Southern Methodist University - Cox School of Business
MBA, Finance

The University of Texas at Austin
BBA, Marketing/ English

Peggy Lebert Peggy Lebert Houston, Texas Area Details
Peggy Lebert's Avalon Advisors, LLC Experience 2012 - Present
Job Chief Compliance Officer Avalon Advisors, LLC
Industry Financial Services
Experience
Avalon Advisors, LLC   2012 - Present
Goldman Sachs  2004 - 2011
Goldman, Sachs & Co.   2003 - 2004
Goldman, Sachs & Co.   1998 - 2003
Goldman, Sachs & Co.   1994 - 1998
Goldman, Sachs & Co.   1987 - 1994
Goldman, Sachs & Co.   1982 - 1987
Mellon Bank  1981 - 1981
Chemical Bank  1978 - 1980

Education
Northwestern University - Kellogg School of Management   1980 — 1982
Masters in Management, Finance, Policy

Wellesley College   1974 — 1978
Bachelor of Arts, English Literature

University of London - Bedford College   1976 — 1977
Independent Visiting Student, English Literature

Jeff Phelps, CFA Jeff Phelps, CFA Houston, Texas Details
Jeff Phelps, CFA's Avalon Advisors, LLC Experience 2007 - Present
Job Managing Director at Avalon Advisors, LLC
Industry Financial Services
Experience
Avalon Advisors, LLC   2007 - Present
Smith Graham & Co.   August 2002 - December 2006
JPMorgan Chase  March 1997 - August 2002
Centerpoint Energy (HL&P; Reliant Energy)   1981 - 1997

Skills
Chartered Financial..., Portfolio Management, Equities, Equity Research, Investments, Asset Allocation, Financial Analysis, Bloomberg, Financial Modeling, Research, Wealth Management, Equity Valuation, ETFs, Fundamental Research, Stock Picking, Factset, Technical Analysis

Education
Penn State University
BS, Nuclear Engineering

Lincoln University
BA, Physics

Angee Streeter Angee Streeter Houston, Texas Area Details
Angee Streeter's Avalon Advisors, LLC Experience September 2015 - Present
Job Compliance Associate at Avalon Advisors, LLC
Industry Investment Management
Experience
Avalon Advisors, LLC   September 2015 - Present
Your Body Center  2013 - Present
Direct Energy  July 2014 - September 2015
AIG  October 2010 - July 2014
Cenikor Foundation  August 2009 - October 2010
HIRECounsel  June 2006 - July 2009
AIG  December 2005 - June 2006

Skills
Employment Law, Training, Legal Research, Legal Writing, Legal Compliance, Employee Benefits, Mediation, Arbitration, Litigation, Human Resources, Recruiting, Corporate Law, Privacy Law, Privacy Compliance, Process Improvement, Contract Negotiation, Due Diligence, Corporate Governance, Interviews, Licensing, Westlaw, Performance Management, PeopleSoft, HIPAA, Civil Litigation, Privacy Regulations, Securities Regulation, Employee Relations, Commercial Litigation, Litigation Support, Privacy Policies, Certified Information..., Internal & External..., Classroom Management, Physical Education

Education
South Texas College of Law   2000 — 2003
JD

Texas A&M University   1997 — 1998
BS

Pamela Janysek Pamela Janysek Houston, Texas Area Details
Pamela Janysek's Avalon Advisors, LLC Experience April 2013 - Present
Job Relationship Manager
Industry Financial Services
Experience
Avalon Advisors, LLC   April 2013 - Present
C. Geraci & Company   December 2010 - April 2013
Wells Fargo  July 2008 - May 2010
Dell  June 2007 - June 2008

Skills
Sales, Management, Lead Generation, Selling, Marketing, Microsoft Office, Event Management, Business Development, Customer Service, Advertising, Time Management, Account Management, Salesforce.com, Marketing Strategy, Social Media, Social Media Marketing, Strategic Planning, Sales Management, Direct Sales, Sales Process, Sales Presentations, Microsoft Excel

Education
Texas State University   2008 — 2010
Masters, Business Administration

Texas State University   2003 — 2007
Bachelors, Marketing

Catherine Woodruff Catherine Woodruff Houston, Texas Area Details
Catherine Woodruff's Avalon Advisors, LLC Experience March 2013 - Present
Job Managing Director at Avalon Advisors, LLC
Industry Investment Management
Experience
Avalon Advisors, LLC   March 2013 - Present
Houston Global Investors, LLC   2009 - March 2013

Skills
Equities, Portfolio Management, Asset Managment, Fixed Income, Investments, Asset Management, Hedge Funds, Alternative Investments, Wealth Management, Securities

Education
Louisiana State University
MS,BA, Economics

The University of Texas at Austin
Ph.D., Finance

Nicholas Sivon Nicholas Sivon Dallas/Fort Worth Area Details
Nicholas Sivon's Avalon Advisors, LLC Experience July 2014 - August 2014
Job Systemic Risk Analyst at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation  July 2015 - Present
Avalon Advisors, LLC   July 2014 - August 2014

Education
Southwestern University   2011 — 2015
Bachelor's degree, Economics

Southwestern University   2011 — 2015
Bachelor's degree, Economics

Brooks McGee Brooks McGee Houston, Texas Details
Brooks McGee's Avalon Advisors, LLC Experience July 2012 - Present
Job Client Advisor, Principal at Avalon Advisors, LLC
Industry Investment Management
Experience
Avalon Advisors, LLC   July 2012 - Present
Post Oak Bank  July 2004 - Present
Private Family Office  February 2000 - July 2012
Amegy Bank  September 1987 - February 2000

Education
Baylor University   1975 — 1979
Bachelor of Business Administration (BBA), Accounting

Conroe High School

W Miles Marks W Miles Marks Houston, Texas Details
W Miles Marks's Avalon Advisors, LLC Experience January 2013 - Present
Job Client Advisor and Director of Client Development
Industry Investment Management
Experience
Avalon Advisors, LLC   January 2013 - Present
Cadence Bank, N.A.   April 2013 - May 2015
12th Man Foundation  January 1998 - October 2012
Texas Commerce Bank Houston   1987 - 1997
First City Bank Houston   January 1982 - July 1986

Skills
Public Speaking, Fundraising, Social Media, Event Planning, Non-profits, Marketing, Marketing Communications, Securities, Nonprofits, Public Relations, Strategic Planning, Media Relations, Volunteer Management, Financial Analysis, Wealth Management, Wealth Management..., Corporate Finance, Commercial Banking, Investments, Management, Project Management, Leadership, Microsoft Office, Budgets, Organizational..., New Business Development, Event Management, Portfolio Management, Business Development, Sales, Investment Advisory

Education
Texas A&M University   1980 — 1982
MBA, Management

Texas A&M University   1975 — 1979
bba, Accounting

Jean Malo Jean Malo Houston, Texas Details
Jean Malo's Avalon Advisors, LLC Experience 2013 - Present
Job Managing Director at Avalon Advisors, LLC
Industry Investment Management
Experience
Actelion  2004 - Present
Avalon Advisors, LLC   2013 - Present
Houston Global Investors, LLC   2009 - 2013
Breen Investors L.P   November 2002 - June 2008
Vaughan Nelson   January 1998 - July 2000
Daniel Breen and Company   1990 - 1997

Skills
Asset Management, Portfolio Management, Equities, Investments, Project Management, Entrepreneurship, Financial Modeling, Strategic Planning, Hedge Funds, Venture Capital, Due Diligence, Management, Leadership, Business Strategy

Education
ESSEC Business School   1974 — 1977
Master of Business Administration (M.B.A.)

Lycée Louis Le Grand   1972 — 1974

Jessica Keegan Jessica Keegan Houston, Texas Details
Jessica Keegan's Avalon Advisors, LLC Experience September 2012 - Present
Job Investor Relations at Avalon Advisors
Industry Investment Management
Experience
Avalon Advisors, LLC   September 2012 - Present
Craig James for US Senate   January 2012 - June 2012
Revere Capital Advisors   January 2010 - January 2012
Reznick Capital Markets   2008 - 2009
Credit Suisse  2006 - 2008

Skills
Due Diligence, Financial Analysis, Asset Management, Mergers & Acquisitions, Investments, Hedge Funds, Asset Managment, Fixed Income, Structured Finance, Equities

Education
Southern Methodist University   2002 — 2006
Business

Southern Methodist University - Cox School of Business   2002 — 2006
Bachelor of Business Administration (BBA), Marketing

University of Oxford   2005 — 2005
UK Business Law & Julius Caesar and Roman Britain History

Shereata Pontius Shereata Pontius Houston, Texas Details
Shereata Pontius's Avalon Advisors, LLC Experience March 2013 - Present
Job Portfolio Administration at Avalon Advisors, LLC
Industry Investment Management
Experience
Avalon Advisors, LLC   March 2013 - Present
Houston Global Investors LLC   December 2010 - March 2013
Breen Investors, LP   November 2005 - December 2009

Skills
Compliance, Account Reconciliation, Manage Client..., Asset Management, Portfolio Management, Hedge Funds, Alternative Investments

Education
Oklahoma State University

Tattiana Reznick Tattiana Reznick Houston, Texas Area Details
Tattiana Reznick's Avalon Advisors, LLC Experience October 2014 - Present
Job Investment Research Analyst at Avalon Advisors, LLC
Industry Financial Services
Experience
Avalon Advisors, LLC   October 2014 - Present
School of Lil' Chefs   May 2006 - Present

Skills
Fluent in Spanish and..., Mastery of Microsoft..., Experience with CRM..., Ability to work with..., 5S, Analysis, Business Modeling, Entrepreneurship, Leadership, Lean Manufacturing, Microsoft Excel, Online Marketing

Education
University of Houston   2007 — 2012
Bachelor of Business Administration, Entrepreneurship and Supply Chain Management

Allison (Moeller) McKibbon Allison (Moeller) McKibbon Houston, Texas Area Details
Allison (Moeller) McKibbon's Avalon Advisors, LLC Experience February 2015 - Present
Job Client Advisory Assistant for Wealth Management at Avalon Advisors LLC
Industry Legal Services
Experience
Avalon Advisors, LLC   February 2015 - Present

Education
Rice University   2012 — 2013
Paralegal Certificate, Legal Assistant/Paralegal

Central College   2007 — 2011
Bachelor of Arts, Political Science

Birkbeck, U. of London   2009 — 2009

Washington High School   2004 — 2007
Diploma

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