Tim Curley

Gestore di Portafoglio-Azioni presso Private Ocean LLC

Finance

Consumer Services

Profilo

Mr. Tim Curley is a Vice President at Private Ocean LLC.
He is in portfolio management and trading.
He is responsible for creating the portfolio recommendations for all West Coast clients.
His ability to both see the “big picture” and how all of the parts and pieces of a system fit together make him an incredible asset to the team.
He received his undergraduate degree from Bridgewater State College.

Posizioni attive di Tim Curley

Società	Posizione	Inizio
Private Ocean LLC Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations.	Gestore di Portafoglio-Azioni	01/12/2010

Tutte le posizioni attive di Tim Curley

Formazione di Tim Curley

Bridgewater State College

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Tim Curley

Relazioni

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private	1
Private Ocean LLC Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations.	Finance