SAN ANTONIO, Dec. 12, 2016 /PRNewswire/ -- STMM Family Office, LLC is pleased to announce that Stan Shipley, CFA®, has joined the multi-family office organization as President and Chief Executive Officer.
Mr. Shipley brings over 30 years of experience in corporate finance, wealth management, and financial team management with Bank of America beginning with the predecessor organization Republic Bank of Dallas. He has served in leadership positions in international banking, wealth management, capital markets and corporate investment banking. While in the international banking group he lived in Singapore for three years.
Mr. Shipley is an MBA graduate of the Wharton School of Business, and a graduate of the United States Military Academy at West Point. He served in the United States Army as a Field Artillery officer for five years obtaining the rank of Captain. Mr. Shipley is also a Chartered Financial Analyst and holds series 7 and 64 licenses.
As President and CEO of STMM Family Offices, Mr. Shipley will grow and develop the family office offering and will continue to service our existing family client relationships.
Jeanie Wyatt, CEO and Chief Investment Officer of South Texas Money Management, Ltd., said, "I have known Stan for many years and it is an honor and pleasure to have someone of his caliber leading our family office subsidiary. His reputation for excellence and integrity and his impressive over 30 year career in finance and banking made him a natural fit for the family office. As a partner, he will be serving the multi-generation family clients. Stan has roots in South Texas and will also be building out a second office in the Dallas/Fort Worth Metroplex."
About the STMM Family Office, LLC
STMM Family Office, LLC is a multi-family office for ultra high net worth families and is a subsidiary of South Texas Money Management, Ltd., a registered investment advisory firm. Founded in 2010, STMM Family Office, LLC provides various non-investment advisory services to multi-generational families.
About South Texas Money Management, Ltd.
South Texas Money Management (STMM) is a registered investment advisory (RIA) firm that helps clients build wealth over time so they can accomplish important goals. STMM becomes the clients' advocate in those goals. STMM was founded in 2000 by Jeanie Wyatt, CFA®. As of September 30, 2016, STMM managed over $2.8 billion in assets including equity, fixed income, and balanced asset classes for individuals, trusts, retirement plans, charitable foundations and endowments, as well as for bank trust departments and other institutions. Based in San Antonio, STMM has additional offices in Austin, Corpus Christi, Dallas, and Houston.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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SOURCE South Texas Money Management, Ltd.