

Marilou Moursund
Partner
Crossvault Capital Management
United States, Texas, San Antonio
About Me
My business partner, Laura Ehrenberg-Chesler, and I founded Crossvault Capital Management in 2000 to provide personal and customized investment strategies. We had both worked at larger firms, and we wanted to create a firm that provided excellent results for the clients and a fabulous place to work for our employees. Crossvault was acquired by Prime Capital Investment Advisors in July 2022.
Specialties: Asset allocation, portfolio management, research
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. PCI
Profile Information
Partner
Crossvault Capital Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
San Antonio
Texas
United States
May 16, 2024
Keylinks
More profiles to browse
LE
Laura Ehrenberg-Chesler
Partner
SD
Sarah Doerr
Partner
You Might Like
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST