![Chuck Hall](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. Hall recently joined South Texas Money Management in January, 2005, as Director of Fixed Income with a responsibility for all areas of fixed income investing.
A native Texan, Mr. Hall joins the firm with 14 years experience in community and commercial banking.
Mr. Hall most recently served as Executive Vice President and Treasurer of Southwest Bank of Texas, NA, a publicly-traded institution headquartered in Houston, Texas, with over $7 billion in assets.
His primary responsibilities as Treasurer included interest rate risk, liquidity, balance sheet management, and merger and acquisition analysis.
Additionally, he consulted with the bank’s EVP and Investment Division Manager and fixed income trader regarding fixed income strategies for the bank’s $2 billion investment portfolio.
He also chaired the bank’s asset/liability committee.
Prior to his arrival at Southwest Bank of Texas, Mr. Hall was Vice Chairman of the Board, CEO, Chief Investment Officer, and Senior Trust Officer of MaximBank.
He individually managed the bank’s fixed income investment portfolio of $200 million.
As Senior Trust Officer, he was responsible for the management of the department, as well as the individual client’s investments.
Mr. Hall received his BBA in finance from Texas State University, and completed his education at the University of Houston-Clear Lake, where he earned his master’s degree in business administration and finance.
He recently served on the University of Houston-Clear Lake President’s Development Board and Advisory Council, as well as on the Board of Directors for the Bay Area Houston Economic Partnership.
Tidigare kända positioner av Chuck Hall
| Företag | Position | Slut |
|---|---|---|
South Texas Money Management Ltd.
 South Texas Money Management Ltd. Investment ManagersFinance South Texas Money Management (STMM) employs a disciplined equity investment process supported by quantitative tools for stock selection, portfolio construction and portfolio risk control, as well as fundamental research. For fixed income portfolios, the firm uses a disciplined bond selection process utilizing credit ratings reports and other fundamental credit research prepared by third-party independent research providers. STMM also utilizes macroeconomic research performed both internally and by third parties. The firm's Core Equity strategy includes two distinct styles: value and growth. The purpose of this style diversification is to participate in all market trends, whether driven by value or growth. STMM seeks to ensure that client portfolios have four levels of diversification: value and growth, sector and industry, size of companies (capitalization), and individual stocks. STMM uses a Value Screen to identify stocks that are trading at a low price-to-cash flow multiple, but have stabilized the business weakness that led to the low valuation. They also consider these stocks’ relative p/e to the S&P 500; balance sheet quality; and margins and cash flow, which must not be deteriorating. The firm's Growth Screen is designed to identify stocks with accelerating earnings and revenue growth rates. Equity investments generally may include stocks, REITs, publicly traded limited partnerships/trusts, ETFs, IPOs, mutual or common funds, and ADRs. If fixed income investments are appropriate, STMM uses issuers, rated A or better, with an emphasis on diversification. Maturity management is based on the current shape of the yield curve and the past 12-month trends in the yield curve. STMM's Tax Exempt Fixed-Income portfolios are diversified across various issuer types, for example, general obligation, revenue, city, county, school district, etc. Fixed income portfolios generally have an average credit quality of AA or better. Insured municipal bonds also have an underlying issuer rating of A or better. Maturities are limited to a maximum of 15 years. Fixed income portfolio duration is typically within +/- 25% of the duration of the Barclays 1- to 10-year Municipal Blend Index. Tax-Exempt portfolios are typically “buy and hold,” with the total return strategies employed only when market conditions warrant substantial strategy shifts. | Head-Fixed Income Invts | 2006-01-01 |
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
6
Första gradens relationer
1
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 1 |
|---|---|
South Texas Money Management Ltd.
South Texas Money Management Ltd. Investment ManagersFinance South Texas Money Management (STMM) employs a disciplined equity investment process supported by quantitative tools for stock selection, portfolio construction and portfolio risk control, as well as fundamental research. For fixed income portfolios, the firm uses a disciplined bond selection process utilizing credit ratings reports and other fundamental credit research prepared by third-party independent research providers. STMM also utilizes macroeconomic research performed both internally and by third parties. The firm's Core Equity strategy includes two distinct styles: value and growth. The purpose of this style diversification is to participate in all market trends, whether driven by value or growth. STMM seeks to ensure that client portfolios have four levels of diversification: value and growth, sector and industry, size of companies (capitalization), and individual stocks. STMM uses a Value Screen to identify stocks that are trading at a low price-to-cash flow multiple, but have stabilized the business weakness that led to the low valuation. They also consider these stocks’ relative p/e to the S&P 500; balance sheet quality; and margins and cash flow, which must not be deteriorating. The firm's Growth Screen is designed to identify stocks with accelerating earnings and revenue growth rates. Equity investments generally may include stocks, REITs, publicly traded limited partnerships/trusts, ETFs, IPOs, mutual or common funds, and ADRs. If fixed income investments are appropriate, STMM uses issuers, rated A or better, with an emphasis on diversification. Maturity management is based on the current shape of the yield curve and the past 12-month trends in the yield curve. STMM's Tax Exempt Fixed-Income portfolios are diversified across various issuer types, for example, general obligation, revenue, city, county, school district, etc. Fixed income portfolios generally have an average credit quality of AA or better. Insured municipal bonds also have an underlying issuer rating of A or better. Maturities are limited to a maximum of 15 years. Fixed income portfolio duration is typically within +/- 25% of the duration of the Barclays 1- to 10-year Municipal Blend Index. Tax-Exempt portfolios are typically “buy and hold,” with the total return strategies employed only when market conditions warrant substantial strategy shifts. | Finance |
