Jeff Swantkowski
Profile
Jeffrey Ronald Swantkowski was the founder of Patriot Wealth Management, Inc. founded in 2004 where he held the title of Principal.
He also held former positions as Director & Vice President at Lexington Asset Management, Inc., Senior Vice President & Senior Financial Advisor at Kanaly Trust LTA, Principal at KPMG Peat Marwick LLP, Principal at Scurlock Permian Corp., and Principal at Anderson & Associates LLC.
Mr. Swantkowski received his undergraduate and graduate degrees from The University of Texas at Austin and his graduate degree from The University of Houston Law Center.
Former positions of Jeff Swantkowski
| Companies | Position | End |
|---|---|---|
Kanaly Trust LTA
 Kanaly Trust LTA Investment ManagersFinance Founded in 1975, Kanaly Trust LTA is a trust company located in Houston Texas. In 2016, Mercer Advisors Inc, a portfolio company of Genstar Capital LLC, acquired Kanaly Trust LTA, a portfolio company of Lovell Minnick Partners LLC. Kanaly Trust offers financial planning, investment management, trust services and wealth management. Their clients include high net-worth individuals and their families. | Corporate Officer/Principal | - |
Lexington Asset Management, Inc.
 Lexington Asset Management, Inc. Investment ManagersFinance Lexington Asset Management, Inc. provides investment advice. The company is headquartered in Houston, TX. | Director/Board Member | - |
| Anderson & Associates LLC | Corporate Officer/Principal | - |
| Scurlock Permian Corp. | Corporate Officer/Principal | - |
| KPMG Peat Marwick LLP | Corporate Officer/Principal | - |
Training of Jeff Swantkowski
| The University of Texas at Austin | Graduate Degree |
| The University of Houston Law Center | Graduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 6 |
|---|---|
Patriot Wealth Management, Inc.
 Patriot Wealth Management, Inc. Investment ManagersFinance Founded in 2004, Patriot Wealth Management, Inc. is a wealth management firm and registered investment advisor located in Houston, Texas. The firm provides discretionary investment management services to individuals, profit sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
Kanaly Trust LTA
Kanaly Trust LTA Investment ManagersFinance Founded in 1975, Kanaly Trust LTA is a trust company located in Houston Texas. In 2016, Mercer Advisors Inc, a portfolio company of Genstar Capital LLC, acquired Kanaly Trust LTA, a portfolio company of Lovell Minnick Partners LLC. Kanaly Trust offers financial planning, investment management, trust services and wealth management. Their clients include high net-worth individuals and their families. | Finance |
| KPMG Peat Marwick LLP | Commercial Services |
| Scurlock Permian Corp. | |
| Anderson & Associates LLC | |
Lexington Asset Management, Inc.
Lexington Asset Management, Inc. Investment ManagersFinance Lexington Asset Management, Inc. provides investment advice. The company is headquartered in Houston, TX. | Finance |
- Stock Market
- Insiders
- Jeff Swantkowski
