Cell Phone
(210) 223-6929
Email
info@primefinancial.com
Location
San Antonio (TX)
Specialty
Individual Wealth Management, Retirement Plan Consulting
Zip Code
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Marilou Moursund
PARTNER & FINANCIAL ADVISOR
Marilou Moursund has thirty-nine years of investment experience. Before forming Crossvault Capital Management, LLC, she was a portfolio manager for thirteen years at Austin, Calvert & Flavin, Inc., a registered investment advisor with over $1.5 billion in assets under management. Ms. Moursund had direct responsibility for portfolio management, research, fixed income portfolio management and client service. Prior to her affiliation with Austin, Calvert & Flavin, Inc., Ms. Moursund was as Assistant Vice President and Investment Manager at First Federal Savings and Loan Association of San Antonio where she was responsible for the management of a $120 million portfolio of money market instruments, fixed-income securities, and mortgage-backed securities.
Ms. Moursund graduated summa cum laude and with Special Honors from the Plan II program at The University of Texas at Austin with a Bachelor of Arts degree. She received a Master of Business Administration degree with a concentration in finance from The McCombs School of Business at The University of Texas at Austin. Ms. Moursund is a holder of the Chartered Financial Analyst® designation, and is a past president of The San Antonio Society of Financial Analysts. She has served on the boards of the San Antonio Academy, The Battle of Flowers Association, The Christ Episcopal Church Endowment, the Baumberger Endowment, and Alamo Title Company.
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. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness.
