Jeanie Wyatt, CFA
CEO & Chief Investment Officer
Jeanie Wyatt, CFA founded South Texas Money Management in December 2000. Ms. Wyatt was named one of the “Top 100 Independent Advisors” in Barron’s Magazine (August 2010, 2011, and 2012) and was named to wealthmanagement.com’s Top 10 Women-Owned RIAs list (2013 and 2014). Financial Times Magazine named her “Top 100 Women Advisors” and the firm “Top 300 RIAs” (2014). The firm has been named on multiple occasions as one of the “Top Guns” by Informa Investment Solutions (IIS) under IIS Plan Sponsor Network (PSN) database in the peer group for Domestic All-Cap Core Equity Managers and was named “Top Guns of the Decade” for the ten years ended 12/31/10. Based in San Antonio, South Texas Money Management has additional offices in Austin, Corpus Christi, Houston, and Dallas.
Prior to founding STMM, Ms. Wyatt was Executive Vice President and head of Frost Investment Services (Cullen/Frost Bankers, Inc.). She was responsible for the investment areas of nine trust departments around the state with approximately $13 billion in assets. She also managed the Trust Department’s largest commingled equity fund for 15 years. Her total trust-banking career spanned 27 years with three bank holding companies around the state starting in 1976 at Corpus Christi National Bank. A Chartered Financial Analyst, she holds an honors degree in Actuarial Science from the University of Texas at Austin and an MBA from the University of Texas at San Antonio.
Ms. Wyatt is past chairman of the CFA Institute’s Public Awareness Committee and served on the Board of Governors of the CFA Institute, an international organization of over 100,000 investment professionals. Ms. Wyatt has been a special guest on Wall Street Week with Louis Rukeyser and was also a regular guest on Wallstreetweek.com. She has been interviewed by financial media, including the New York Times, Wall Street Journal, Financial Advisor Magazine, CNN, Fox Business news, AP newswire, and Thestreet.com. She has also published stock sector research that she directed.
Ms. Wyatt has served on the State Pension Review Board, the state’s nine member mechanism for limited oversight of public retirement systems in Texas. She has also served on the National Endowment Fund Board of Trustees of the American Red Cross. The Endowment Fund was established in 1910 to provide a permanent source of support for Red Cross activities and services. In addition, she has served on the Pension Plan Board of Trustees of the University Health System in San Antonio and is currently a trustee of the Southwest Research Institute. Additionally, Ms. Wyatt served on the Texas Business Hall of Fame Board of Trustees, the UTSA College of Business Advisory Council, and the Corporate Council for the Long Center for the Performing Arts. She currently serves on the Lady Bird Johnson Wildflower Center Advisory Board, the University of the Incarnate Word HEB School of Business and Administration Advisory Board and the Development Board of the University of Texas Health Science Center San Antonio. She is also a member of Texas Women for the Arts.
Ms. Wyatt received the Athena Leadership Award from the North San Antonio Chamber of Commerce in 2012. She was a recipient of the Distinguished Alumni Award from UTSA (2007 and 2012), the Planned Giving Allied Professional of the Year Award from the Planned Giving Council of San Antonio (2007) and the Women’s Leadership Award for Business Growth by the San Antonio Business Journal (2007). She was elected “San Antonio’s Entrepreneur of the Year ’03” by the Women’s Chamber of Commerce and is a Texas Business Hall of Fame honoree. STMM received the “GeneroCity Award” by Austin Gives (2015) and “Volunteer of the Year” in the small business category (2014) by the United Way of San Antonio & Bexar County.
Ms. Wyatt was a regular columnist about investing for the San Antonio Express-News, which has the largest daily newspaper circulation in South Texas. An Austin native, she and her husband, Bill, enjoy the outdoors and their eight grandchildren.