![Tim J. Topicz](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
Mr. Tim J.
Topicz is a Manager-Investment Advisory Services at Truepoint, Inc since March 2008.
Prior to that, Mr. Topicz was at JPMorgan Chase.
As a financial analyst with JPMorgan Chase, he developed financial models to aid in the forecasting and risk management of mortgage loans.
Mr. Topicz is a magna cum laude graduate of the Fisher College of Business at Ohio State University, earning a Bachelor's degree in Finance.
He was an active member of the Undergraduate Finance Association and performed a budgeting role as a founding member of Fisher Ink., the College's inaugural student publication.
He holds the Chartered Financial Analyst designation.
Precedenti posizioni note di Tim J. Topicz
| Società | Posizione | Fine |
|---|---|---|
Truepoint, Inc.
 Truepoint, Inc. Investment ManagersFinance Trupoint’s investment approach is based on their belief that real opportunity to achieve superior investment results lies in establishing and adhering to an appropriate long-term investment strategy built on goal-focused, long-term financial planning, low-cost funds and disciplined rebalancing. Their buy-hold-rebalance strategy is designed to deliver superior returns, reliably, consistently and in all types of markets. In addition to diversifying clients’ accounts with mutual funds and ETFs, on a limited basis, the firm provides advice on private equity investments, hedge funds and institutional grade investments for qualified investors. | Gestore di Portafoglio-Azioni | - |
| JPMORGAN CHASE & CO. | Corporate Officer/Principal | 29/02/2008 |
Formazione di Tim J. Topicz
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
84
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
JPMorgan Chase & Co.
 JPMorgan Chase & Co. Major BanksFinance Provides banking, asset management, investment banking, credit card and mortgage services | Finance |
Truepoint, Inc.
Truepoint, Inc. Investment ManagersFinance Trupoint’s investment approach is based on their belief that real opportunity to achieve superior investment results lies in establishing and adhering to an appropriate long-term investment strategy built on goal-focused, long-term financial planning, low-cost funds and disciplined rebalancing. Their buy-hold-rebalance strategy is designed to deliver superior returns, reliably, consistently and in all types of markets. In addition to diversifying clients’ accounts with mutual funds and ETFs, on a limited basis, the firm provides advice on private equity investments, hedge funds and institutional grade investments for qualified investors. | Finance |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
