Mr. O'Banion co-founded Titleist Asset Management, Ltd. in 2003 where he serves as Managing Partner and principal with 18 years of investment experience. He is a member of the company's Investment committee in addition to providing customized portfolio management services to individuals and company retirement plans.
After graduating from Texas State University in 1997, Mr. O'Banion worked with Morgan Stanley assisting clients in all aspects of financial planning and wealth management. He then accepted a job with Frost Bank in the fixed income and equity division. He later accepted a senior trader position with CyberTrader, Inc., a division of Charles Schwab, where he gained extensive knowledge educating clients on market mechanics, various trading strategies and risk management for retail and institutional clients.
Mr. O'Banion holds the series 3, 4, 7, 24, 53, 55, 63 and 66 securities licenses and registrations with the Securities and Exchange Commission (SEC), Financial Industry Regulatory Authority (FINRA), Municipal Securities Rulemaking Board (MSRB) and the Texas State Securities Board.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Titleist Asset Management, LLC | San Antonio, TX | Mar 2022 - Current | 2 |
| Titleist Asset Management, Ltd | San Antonio, TX | Jan 2003 - Current | 21 |
| Titleist Capital, LLC | San Antonio, TX | Jan 2003 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2003 |
- TX
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Total Assets Under Management1,402MILLIONS
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Total Number of Accounts4,430ACCOUNTS
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Average Account Value$316,433
- A percentage of assets under your management
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