Lisa Lee Tomlinson
Nessuna posizione attualmente
Profilo
Ms. Lisa Tomlinson is a Portfolio Manager at Towneley Capital Management, Inc. She has been with firm since 1987.
She is accumulating substantial experience serving non-profit institutional clients and working with third party trustees and trust protectors.
She is a member of the Financial Planning Association and is active in its Orange County Chapter.
Ms. Tomlinson earned her B.A.
from the University of California, Los Angeles.
A Certified Financial Planner for over two decades.
Precedenti posizioni note di Lisa Lee Tomlinson
| Società | Posizione | Fine |
|---|---|---|
Towneley Capital Management, Inc.
 Towneley Capital Management, Inc. Investment ManagersFinance Towneley Capital Management, Inc. (Towneley) is a SEC-registered investment advisor headquartered in Laguna Hills, California. The firm was founded by Wesley G. McCain in 1971 and is owned by TCM Employee Stock Ownership Trust. Towneley provides investment counseling, asset management, and financial planning services on a fee-only basis to individual and institutional clients. | Gestore di Portafoglio-Azioni | - |
Formazione di Lisa Lee Tomlinson
| University of California, Los Angeles | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 1 |
|---|---|
Towneley Capital Management, Inc.
Towneley Capital Management, Inc. Investment ManagersFinance Towneley Capital Management, Inc. (Towneley) is a SEC-registered investment advisor headquartered in Laguna Hills, California. The firm was founded by Wesley G. McCain in 1971 and is owned by TCM Employee Stock Ownership Trust. Towneley provides investment counseling, asset management, and financial planning services on a fee-only basis to individual and institutional clients. | Finance |
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