OPTIMA ASSET MANAGEMENT INC of DALLAS, TX is an SEC-registered investment adviser (CRD 106095). Regulatory assets under management: $657.4M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Archie Alba Ponce | EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Paul Alan Lightfoot | PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| JONES JACK LEWIS | CEO/CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; PRESIDENT, CEO/CCO | — |
| STALNAKER WALTER DAVID | PRESIDENT | — |
| PONCE ARCHIE ALBA ALBA | EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT AND CHIEF OPERATIONS OFFICER | — |
| LIGHTFOOT PAUL ALAN | EXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER; PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |