Westy Westervelt
Institutional Sales at Coker & Palmer, Inc.
Profile
Westy Westervelt is currently working as an Institutional Sales Associate at Coker & Palmer, Inc. He previously worked as a Managing Director at Sanders Morris Harris LLC (Investment Management), Madison Williams & Co. LLC, and Sterne, Agee & Leach, Inc. He also worked as a Principal at Coker, Palmer, Phillips & Mullen, Bayou Securities LLC, Johnson Rice & Co. LLC, and Howard Weil Labouisse Friedrichs, Inc. Additionally, he is an undergraduate degree holder from Rollins College (Florida).
Westy Westervelt active positions
Companies | Position | Start |
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Coker & Palmer, Inc.
Coker & Palmer, Inc. Investment Banks/BrokersFinance Coker & Palmer, Inc. is an independent registered broker/dealer and financial advisor headquartered in Jackson, Mississippi. The firm was founded by James D. Coker and James Y. Palmer in 1991. Coker & Palmer offers professional services in traditional securities brokerage to individuals and institutions as well as fee based asset management services. | Institutional Sales | 01/01/2018 |
Former positions of Westy Westervelt
Companies | Position | End |
---|---|---|
Madison Williams & Co. LLC
Madison Williams & Co. LLC Investment Banks/BrokersFinance Madison Williams & Co. LLC The firm was founded as the result of a management buyout of the principal capital markets business of Sanders Morris Harris Group (NASDAQ: SMHG). Madison Williams & Co. provides investment banking, equity and fixed-income sales, trading and research services to institutional and corporate clients throughout the US. Their research efforts focus on the following sectors: oil & gas exploration and production, engineering and construction, business services, healthcare services and various master limited partnerships (MLPs). The company was founded in 2010 and was headquartered in New York, NY. | Institutional Sales | 01/10/2011 |
Sanders Morris Harris LLC (Investment Management)
Sanders Morris Harris LLC (Investment Management) Investment ManagersFinance Sanders Morris Harris LLC (Investment Management) (SMH-IM) is the investment management division of Sanders Morris Harris LLC, a registered broker/dealer firm headquartered in Houston, Texas. The firm was founded in 2000 and is a wholly-owned subsidiary of Tectonic Financial, Inc. (NASDAQ: TECTP). SMH-IM provides advisory services to individuals, pooled investments, plan sponsors, trusts, estates, corporations, institutions, and other businesses. | Trading-Equity | - |
Coker, Palmer, Phillips & Mullen
Coker, Palmer, Phillips & Mullen Investment ManagersFinance Coker & Palmer, Inc. is a registered broker-dealer and asset management firm located in Jackson, Mississippi. | Corporate Officer/Principal | 01/11/2008 |
Sterne, Agee & Leach, Inc.
Sterne, Agee & Leach, Inc. Investment Banks/BrokersFinance Founded in 1964, Sterne, Agee & Leach, Inc. is a full service investment firm and registered broker/dealer headquartered in Birmingham, Alabama. The firm's expertise includes retail and institutional brokerage services, investment banking and underwriting, secondary trading of corporate, municipal, and government securities and market making in over-the-counter stocks. The firm is a member of the NYSE and FINRA. | Corporate Officer/Principal | 01/09/2005 |
Bayou Securities LLC | Corporate Officer/Principal | 01/04/2003 |
Training of Westy Westervelt
Rollins College (Florida) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 9 |
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Sanders Morris Harris LLC (Investment Management)
Sanders Morris Harris LLC (Investment Management) Investment ManagersFinance Sanders Morris Harris LLC (Investment Management) (SMH-IM) is the investment management division of Sanders Morris Harris LLC, a registered broker/dealer firm headquartered in Houston, Texas. The firm was founded in 2000 and is a wholly-owned subsidiary of Tectonic Financial, Inc. (NASDAQ: TECTP). SMH-IM provides advisory services to individuals, pooled investments, plan sponsors, trusts, estates, corporations, institutions, and other businesses. | Finance |
Madison Williams & Co. LLC
Madison Williams & Co. LLC Investment Banks/BrokersFinance Madison Williams & Co. LLC The firm was founded as the result of a management buyout of the principal capital markets business of Sanders Morris Harris Group (NASDAQ: SMHG). Madison Williams & Co. provides investment banking, equity and fixed-income sales, trading and research services to institutional and corporate clients throughout the US. Their research efforts focus on the following sectors: oil & gas exploration and production, engineering and construction, business services, healthcare services and various master limited partnerships (MLPs). The company was founded in 2010 and was headquartered in New York, NY. | Finance |
Johnson Rice & Co. LLC
Johnson Rice & Co. LLC Investment Banks/BrokersFinance Founded in 1987, Johnson Rice & Co. LLC is an institutional research and brokerage firm located in New Orleans, Louisiana. In 1991, the firm began offering investment banking services. Johnson Rice & Co. focuses primarily on the energy and specialty retail sectors | Finance |
Howard Weil Labouisse Friedrichs, Inc.
Howard Weil Labouisse Friedrichs, Inc. Investment Banks/BrokersFinance Part of Stifel Financial Corp., Howard Weil Labouisse Friedrichs, Inc. provides securities and commodities services. The company is based in New Orleans, LA. | Finance |
Bayou Securities LLC | |
Sterne, Agee & Leach, Inc.
Sterne, Agee & Leach, Inc. Investment Banks/BrokersFinance Founded in 1964, Sterne, Agee & Leach, Inc. is a full service investment firm and registered broker/dealer headquartered in Birmingham, Alabama. The firm's expertise includes retail and institutional brokerage services, investment banking and underwriting, secondary trading of corporate, municipal, and government securities and market making in over-the-counter stocks. The firm is a member of the NYSE and FINRA. | Finance |
Coker, Palmer, Phillips & Mullen
Coker, Palmer, Phillips & Mullen Investment ManagersFinance Coker & Palmer, Inc. is a registered broker-dealer and asset management firm located in Jackson, Mississippi. | Finance |
IBERIA Capital Partners LLC
IBERIA Capital Partners LLC Investment Banks/BrokersFinance Founded in 2009, IBERIA Financial Services LLC is a broker/dealer located in Lafayette, Louisiana. The firm is a wholly-owned subsidiary of IBERIABANK Corp. (NasdaqGS: IBKC). The firm offers securities and other financial products to IBERIABANK Corp.'s clients' needs. Through their own subsidiary, Finesco LLC, IBERIA Financial Services offers insurance premium financing to retailers and other commercial customers. | Finance |
Coker & Palmer, Inc.
Coker & Palmer, Inc. Investment Banks/BrokersFinance Coker & Palmer, Inc. is an independent registered broker/dealer and financial advisor headquartered in Jackson, Mississippi. The firm was founded by James D. Coker and James Y. Palmer in 1991. Coker & Palmer offers professional services in traditional securities brokerage to individuals and institutions as well as fee based asset management services. | Finance |
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