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Tim Mudd
Gestore di Portafoglio-Azioni presso Thoma Capital Management LLC
Profilo
Mr. Timothy N.
Mudd is a Principal & Portfolio Manager at Thoma Capital Management LLC.
He is responsible for overseeing the investment advisory practice which includes investment management of taxable and non-taxable accounts and planning services for retirement, estates, trusts, endowments and income taxes for the clients.
Mr. Mudd worked at Croft-Leominster, Inc. and T.
Rowe Price Advisory Services, Inc.
He received his BS in Economics and Finance from Mount St. Mary's University, Inc.
Posizioni attive di Tim Mudd
Società | Posizione | Inizio |
---|---|---|
Thoma Capital Management LLC
![]() Thoma Capital Management LLC Investment ManagersFinance Thoma Capital Management LLC (dba Chesapeake Financial Advisors) is an independent, SEC-registered investment advisor headquartered in Towson, Maryland. The firm was founded by Thomas Taylor in 1998. Chesapeake Financial Advisors provides personalized confidential financial planning and investment management to individuals, families and their related entities, pension and profit-sharing plans, trusts, estates, charitable organizations and family businesses. | Gestore di Portafoglio-Azioni | 01/03/1999 |
Precedenti posizioni note di Tim Mudd
Società | Posizione | Fine |
---|---|---|
T. Rowe Price Advisory Services, Inc.
![]() T. Rowe Price Advisory Services, Inc. Investment ManagersFinance Part of T. Rowe Price Group, Inc., T. Rowe Price Advisory Services, Inc. provides investment advice. The company is based in Baltimore, MD. | Corporate Officer/Principal | - |
Croft-Leominster, Inc.
![]() Croft-Leominster, Inc. Investment ManagersFinance Founded by Kent Croft and Gordon Croft in 1989, Croft Leominster, Inc. is a registered investment advisor located in Baltimore, Maryland. The firm manages assets for high net-worth individuals, foundations, endowments, pension and profit sharing plans, 401 Ks and traditional and Roth IRAs | Corporate Officer/Principal | - |
Formazione di Tim Mudd
Mount Saint Mary's University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 3 |
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Croft-Leominster, Inc.
![]() Croft-Leominster, Inc. Investment ManagersFinance Founded by Kent Croft and Gordon Croft in 1989, Croft Leominster, Inc. is a registered investment advisor located in Baltimore, Maryland. The firm manages assets for high net-worth individuals, foundations, endowments, pension and profit sharing plans, 401 Ks and traditional and Roth IRAs | Finance |
T. Rowe Price Advisory Services, Inc.
![]() T. Rowe Price Advisory Services, Inc. Investment ManagersFinance Part of T. Rowe Price Group, Inc., T. Rowe Price Advisory Services, Inc. provides investment advice. The company is based in Baltimore, MD. | Finance |
Thoma Capital Management LLC
![]() Thoma Capital Management LLC Investment ManagersFinance Thoma Capital Management LLC (dba Chesapeake Financial Advisors) is an independent, SEC-registered investment advisor headquartered in Towson, Maryland. The firm was founded by Thomas Taylor in 1998. Chesapeake Financial Advisors provides personalized confidential financial planning and investment management to individuals, families and their related entities, pension and profit-sharing plans, trusts, estates, charitable organizations and family businesses. | Finance |
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