August 29, 2016 10:11 AM ET

Capital Markets

Company Overview of Avalon Advisors, LLC

Company Overview

Avalon Advisors, LLC is an employee owned investment manager. The firm primarily provides its services to high net worth individuals. It also caters to individuals, pension and profit sharing plans, pooled investment vehicles, charitable organizations, corporations, endowments, foundations, and trusts. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It invests in the public equity and fixed income markets of the United States. The firm typically invests in stocks of large cap companies. Avalon Advisors, LLC was founded in 2001 and is based in Houston, Texas.

2929 Allen Parkway

Suite 3000

Houston, TX 77019

United States

Founded in 2001

Phone:

713-238-2050

Fax:

713-238-2051

Key Executives for Avalon Advisors, LLC

Founding Partner, Chief Executive Officer, and Chief Investment Officer
Founding Partner and Chairman
Founding Partner
Age: 43
Founding Partner
Founding Partner and Member of Management Committee
Compensation as of Fiscal Year 2016.

Avalon Advisors, LLC Key Developments

Avalon Advisors, LLC Appoints Sam Rines as Director, Senior Economist, and Portfolio Strategist

Avalon Advisors, LLC announced that Sam Rines has joined the firm as a Director, Senior Economist, and Portfolio Strategist. Mr. Rines comes to the company from Chilton Capital in Houston, where he was a Portfolio Manager and Economist, having spent five years authoring firm communications and managing equity portfolios. In that role, he was also responsible for formulating the firm's macroeconomic views. At the company, Mr. Rines will bring his experience as an economist and portfolio manager into an integral role leading an expansion of the company's investment publications as well as communications with its high net worth clients.

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Recent Private Companies Transactions

Type
Date
Target
Merger/Acquisition
October 1, 2015
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