Julie Kramer Gerron
Corporate Officer/Principal at State Bar of Texas
Net worth: 912 456 $ as of 30/04/2024
Julie Kramer Gerron active positions
| Companies | Position | Start | End |
|---|---|---|---|
State Bar of Texas
 State Bar of Texas Miscellaneous Commercial ServicesCommercial Services State Bar of Texas provides legal educational programming services. The private company is based in Austin, TX. | Corporate Officer/Principal | - | - |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - | - |
| Oklahoma Bar Association | Corporate Officer/Principal | - | - |
| Texas State Bar Association | Corporate Officer/Principal | - | - |
Career history of Julie Kramer Gerron
Former positions of Julie Kramer Gerron
| Companies | Position | Start | End |
|---|---|---|---|
| WESTWOOD HOLDINGS GROUP, INC. | Compliance Officer | 01/01/2004 | 03/04/2023 |
| General Counsel | 01/01/2004 | 03/04/2023 | |
| Corporate Secretary | 01/01/2004 | 03/04/2023 | |
Smith Asset Management Group LP
 Smith Asset Management Group LP Investment ManagersFinance Smith Asset Management Group LP (Smith Group) is a wealth management firm and registered investment advisor headquartered in Dallas, Texas. The firm was founded by Steve Smith in 1995 and they do-business-as Smith Group Asset Management. They are a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately held by Cantor Fitzgerald LP. Smith Group provides portfolio management services to individuals, high net-worth individuals, banking and thrift institutions, investment companies including mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms and UMAs. | Corporate Officer/Principal | 01/01/1998 | 01/01/2004 |
| State of Oklahoma | Corporate Officer/Principal | - | - |
Training of Julie Kramer Gerron
| The University of Texas at Austin | Undergraduate Degree |
| The University of Texas School of Law | Graduate Degree |
Statistics
International
| United States | 9 |
| Hong Kong | 2 |
Operational
| Corporate Officer/Principal | 6 |
| Undergraduate Degree | 1 |
| Compliance Officer | 1 |
Sectoral
| Consumer Services | 3 |
| Finance | 3 |
| Commercial Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Listed companies | 1 |
|---|---|
| WESTWOOD HOLDINGS GROUP, INC. | Finance |
| Private companies | 6 |
|---|---|
| State of Oklahoma | Government |
State Bar of Texas
State Bar of Texas Miscellaneous Commercial ServicesCommercial Services State Bar of Texas provides legal educational programming services. The private company is based in Austin, TX. | Commercial Services |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
| Oklahoma Bar Association | |
| Texas State Bar Association | |
Smith Asset Management Group LP
Smith Asset Management Group LP Investment ManagersFinance Smith Asset Management Group LP (Smith Group) is a wealth management firm and registered investment advisor headquartered in Dallas, Texas. The firm was founded by Steve Smith in 1995 and they do-business-as Smith Group Asset Management. They are a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately held by Cantor Fitzgerald LP. Smith Group provides portfolio management services to individuals, high net-worth individuals, banking and thrift institutions, investment companies including mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms and UMAs. | Finance |
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