Finance Club

Finance Club Leadership

Wall Street Prep – February 8th-9th, 2014


Wall Street Prep has been rescheduled for February 8th-9th, 2014 The Bauer ...

President
Gregory Van Volkenburg



VP
Justin Young



BMBAS Events Calendar

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Events on July 24, 2014
  • Houston Contractors Association- July Luncheon 2014 Natural Gas Vehicle Fleets
    Starts: 11:00 am
    Ends: July 24, 2014 - 1:20 pm
    Location: The Junior League 1811 Briar Oaks Lane Houston, TX 77027 United States
    Description: https://m360.houstoncontractors.org/event.aspx?eventID=104047&instance=0

    HCA Welcomes Chris Lallier with the Greater Houston Natural Gas Vehicle Alliance.
    HCA is proud to welcome Mr. Chris Lallier with the Greater Houston Natural Gas Vehicle Alliance to speak to us about the benefits of switching your company vehicles to Compressed Natural Gas. The focus of the Greater Houston Natural Gas Vehicle Alliance is on developing new and expanding natural gas transportation markets and refueling stations in the Greater Houston area using industry initiatives, government programs, energy education and community relations. Come hear what others have done regarding their fleets and find out what will work for you.
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About The Finance Club

Who We Are
Our mission is to build a firm foundation between Bauer MBA candidates and the Finance Industry through:

1. Hosting at least five events a semester.
2. Conducting educational finance related bootcamps.
3. Arranging company visits.
4. Coordinating networking opportunities with finance related groups and societies.
5. Hosting finance related guest speakers.

For information regarding the Finance Club and to be included on our email distribution for exciting events and activities, please contact: finance.club@bmbas.org

News

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Events

September 7th, 2012 – Networking Event, Welcome Back Social @ Celtic Gardens from 7-9 pm
September 17th, 2012 –Guest Speaker, Jeff Dunn (BOK Financial: Executive Vice President)@ MH302 from 5-6 pm
September 18th, 2012 – Guest Speaker, Careers in Finance Panel @ MH213 from 5-6 pm
September 27th, 2012 – Networking Event, Texas Hedge Fund Association @ The Marque from 5-7pm
October 17th, 2012 – Guest Speaker, Arthur L. Kieval (Morgan Stanley Smith Barney: Executive Director/ Regional Manager Private Wealth Management)@ MH302 from 5-6 pm

ARTHUR L. KIEVAL – EXECUTIVE DIRECTOR / REGIONAL MANAGER, PRIVATE WEALTH MANAGEMENT

ROLE – PRIVATE WEALTH MANAGEMENT
Artie was honored to be named Regional Manager for Private Wealth Management for the South Central Region in March of 20l0. As Regional Manager, he continues to build the culture of
PWM in the entire region by hiring and developing the top PWM producers in the South Central Region.
Artie is also building a working relationship with the Global Wealth Management Advisors by reaching out to Complex leaders and other producers to “tell the PWM story “and
why it is unique, different, and advantageous. By meeting with UHNW clients, working with
exclusive departments of the firm, and interacting with Investment Bankers, Artie is advancing the
business forward.

ROLE- GLOBAL WEALTH MANAGEMENT
In addition to his role as Regional Manager for PWM in the Texas and Oklahoma Region, Artie also
is the manager of the Downtown Houston office of Morgan Stanley Smith Barney. He was originally
hired in October, 2008 to start a new office for the firm in Downtown Houston. The office opened in
mid-January 2009 and is now near capacity. Revenues for 2010 increased 91 % and exceeded $10 million, while assets grew 50% to nearly $1.3 billion, in less than 2 years. Currently, the office revenues and assets continue to grow at an exceptional rate.

CAREER HIGHLIGHTS
Artie began his career with E.F. Hutton in 1984. He was named Branch Manager of the North
Dallas office of the firm in 1987. In 1991 he was named “Manager of the Year” for the Southwest
Region of E.F. Hutton, leading to his subsequent promotion and transfer to Houston.

In Houston, Artie built a corporate culture for the office where stock option and other equity
business dominated the branch’s growth. In mid-1999 he was asked to join the downtown Los
Angeles team as Senior Vice President/Branch Manager, where he and the management team
endeavored to continue the office’s corporate culture and capital markets business. He and his
family made the decision to return to Houston with Smith Barney in July 2002.

After 19 ½ years with Smith Barney, Artie made the decision to focus on the Wealth Management
side of the business and joined Deutsch Bank Alex Brown. For 5 years he grew the advisor
population and revenues of the new Houston office, again focusing on UHNW clients, money in
motion, and partnering with the Houston Energy Investment Bank.

EDUCATION /AFFILIATIONS
Series 3, 7, 8, 63, and 65 licenses
The University of Texas at Austin, BBA Finance
Sacred Heart Convent Retirement Trust, Board Member
St. Cecilia’s Catholic Church, Finance Council
Various prior boards and affiliations

Artie and his wife, Suzi have two children, Amanda and Steven.

October 18th, 2012 – Networking Event, CFA Society of Houston @ St. Arnold’s Brewery from 6-9pm