Jim Kee

Finance

Consumer Services

Profile

Dr. James R.
Kee is a President, Chief Economist & Partner at South Texas Money Management Ltd.
He joined South Texas Money Management at the beginning of 2009 and serves as the Chief Economist.
He was named President of the firm in April 2011.
His expertise lies in combining top-down, macroeconomic insights with bottom-up stock selection tools.
He works with both the investment research group and the investment advisors at STMM.
Prior to joining STMM, Dr. Kee was the HOLT global strategist for Credit Suisse in Chicago.
At Credit Suisse, he produced timely investment advice for external clients and for internal investment and marketing teams.
He also served as a portfolio consultant with HOLT Value Associates prior to their acquisition by Credit Suisse in 2002.
As a portfolio consultant, he worked with clients to identify strengths and weaknesses of equity holdings and to suggest alternative stocks and allocations.
Dr. Kee has a Ph.D.
in Economics from Auburn University, a Master’s degree in Economics from St. Mary’s University of San Antonio (Distinguished Graduate), and a B.A.
in Economics from St. Edwards University (Austin).

Former positions of Jim Kee

Companies	Position	End
Holt Value Associates LP	Corporate Officer/Principal	-
Credit Suisse Securities (USA) LLC (Broker) Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.	Corporate Officer/Principal	-
South Texas Money Management Ltd. South Texas Money Management Ltd. Investment ManagersFinance Founded in 2000 by Jeanie Wyatt, South Texas Money Management Ltd. is a registered investment advisor located in San Antonio, Texas. The firm provides investment advisory services to individuals, trusts, estates, employee benefits plans and endowments.	President	-

See the detail of Jim Kee's experience

Training of Jim Kee

St. Edward's University	Undergraduate Degree
Saint Mary's University	Graduate Degree
Auburn University	Doctorate Degree

Experiences
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