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Career history of Rick Lane Berry
Former positions of Rick Lane Berry
Companies | Position | Start | End |
---|---|---|---|
SMH Capital, Inc. (Capital Markets)
![]() SMH Capital, Inc. (Capital Markets) Investment Banks/BrokersFinance SMH Capital, Inc. (SMH) is the primary broker subsidiary of Sander Morris Harris Group, Inc. (Nasdaq: SMHG). The firm is headquartered in Houston, Texas with additional offices in Los Angeles and San Francisco. SMH provides a full range of asset and wealth management and investment banking services. The firm also offers institutional equity sales, trading, and research, as well as prime brokerage services for hedge funds and fixed-income securities sales and trading. SMH's research effort is attuned to the Southwest, yet takes a broad, global perspective. The analysts cover companies in six broad sectors, including business services, energy, entertainment and media, financial services, specialty retail-softlines, and technology. They look at industries in a bottom-up way, and get to know company managements in depth, to understand their growth philosophy and their views of how their company fits within their group. SMH's growth strategy is to expand asset management and fiduciary activities and related business by increasing assets under management through acquisitions, internal growth and better coordination between their subsidiaries. | Director of Finance/CFO | 2000-05-31 | 2009-12-30 |
Petrocon Engineering, Inc.
![]() Petrocon Engineering, Inc. Engineering & ConstructionIndustrial Services Petrocon Engineering, Inc. used to provide engineering services to refining, chemical, petrochemical, exploration, production, co-generation, manufacturing, process control and advanced automation sectors. The company was founded in 1988 and is headquartered in Beaumont, TX. | Director of Finance/CFO | 1999-02-28 | 2000-03-31 |
Corporate Secretary | 1999-02-28 | 2000-03-31 | |
Oei International, Inc.
![]() Oei International, Inc. Engineering & ConstructionIndustrial Services Oei International, Inc. is a private company based in Houston, TX. | Director of Finance/CFO | 1998-03-31 | 1999-02-28 |
TEI, Inc. | Director of Finance/CFO | 1998-02-28 | 1998-02-28 |
Corporate Secretary | 1998-02-28 | 1998-02-28 | |
Treasurer | 1998-02-28 | 1998-02-28 | |
Mischer Corp.
![]() Mischer Corp. Financial ConglomeratesFinance Mischer Corp. provides investment services. The private company is based in Houston, TX. | Corporate Officer/Principal | 1989-12-30 | 1989-12-30 |
Peat Marwick Mitchell & Co. | Corporate Officer/Principal | - | - |
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. | Director of Finance/CFO | 2010-01-31 | - |
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. | Director of Finance/CFO | - | 2009-11-20 |
Corporate Officer/Principal | 2009-11-20 | - | |
Pinnacle Summer Investments, Inc.
![]() Pinnacle Summer Investments, Inc. Investment ManagersFinance Pinnacle Summer Investments, Inc. provides wealth management services. It services include investment advice, investment management and financial planning. The company was founded by Don A. Sanders in August 1998 and is headquartered in Fairfax, VA. | Director of Finance/CFO | 2000-05-31 | - |
Training of Rick Lane Berry
The University of Texas at Austin | Undergraduate Degree |
Statistics
International
United States | 10 |
Canada | 2 |
Operational
Director of Finance/CFO | 7 |
Corporate Officer/Principal | 3 |
Corporate Secretary | 2 |
Sectoral
Finance | 6 |
Industrial Services | 4 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 9 |
---|---|
Oei International, Inc.
![]() Oei International, Inc. Engineering & ConstructionIndustrial Services Oei International, Inc. is a private company based in Houston, TX. | Industrial Services |
Pinnacle Summer Investments, Inc.
![]() Pinnacle Summer Investments, Inc. Investment ManagersFinance Pinnacle Summer Investments, Inc. provides wealth management services. It services include investment advice, investment management and financial planning. The company was founded by Don A. Sanders in August 1998 and is headquartered in Fairfax, VA. | Finance |
SMH Capital, Inc. (Capital Markets)
![]() SMH Capital, Inc. (Capital Markets) Investment Banks/BrokersFinance SMH Capital, Inc. (SMH) is the primary broker subsidiary of Sander Morris Harris Group, Inc. (Nasdaq: SMHG). The firm is headquartered in Houston, Texas with additional offices in Los Angeles and San Francisco. SMH provides a full range of asset and wealth management and investment banking services. The firm also offers institutional equity sales, trading, and research, as well as prime brokerage services for hedge funds and fixed-income securities sales and trading. SMH's research effort is attuned to the Southwest, yet takes a broad, global perspective. The analysts cover companies in six broad sectors, including business services, energy, entertainment and media, financial services, specialty retail-softlines, and technology. They look at industries in a bottom-up way, and get to know company managements in depth, to understand their growth philosophy and their views of how their company fits within their group. SMH's growth strategy is to expand asset management and fiduciary activities and related business by increasing assets under management through acquisitions, internal growth and better coordination between their subsidiaries. | Finance |
Petrocon Engineering, Inc.
![]() Petrocon Engineering, Inc. Engineering & ConstructionIndustrial Services Petrocon Engineering, Inc. used to provide engineering services to refining, chemical, petrochemical, exploration, production, co-generation, manufacturing, process control and advanced automation sectors. The company was founded in 1988 and is headquartered in Beaumont, TX. | Industrial Services |
TEI, Inc. | Industrial Services |
Peat Marwick Mitchell & Co. | Commercial Services |
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 |
Mischer Corp.
![]() Mischer Corp. Financial ConglomeratesFinance Mischer Corp. provides investment services. The private company is based in Houston, TX. | 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 |
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