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Storia della carriera di Tim O'Brien
Precedenti posizioni note di Tim O'Brien
Società | Posizione | Inizio | Fine |
---|---|---|---|
SVA Wealth Management LLC
![]() SVA Wealth Management LLC Investment ManagersFinance SVA Wealth Management LLC (SVA WM) is an investment advisory firm headquartered in Madison, Wisconsin. They are owned by SVA Financial Group LLC, which is a subsidiary of Diversified Services of Wisconsin, Inc. The firm was originally founded as SVA Planners, Inc. in 1987 and became known as SVA Wealth Management, Inc. in January 2007. In 2011, SVA Wealth Management, Inc. reorganized and changed its name to SVA Plumb Wealth Management LLC and subsequently became SVA Wealth Management LLC in 2019. SVA WM provides investment management, financial planning, retirement plan and consulting services to individuals, high net-worth individuals, banking and/or thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Direttore della Ricerca - Azioni | 01/03/2011 | 13/01/2021 |
Membro del Comitato di Investimento | 01/03/2011 | 13/01/2021 | |
Gestore di Portafoglio-Azioni | 01/03/2011 | 13/01/2021 | |
Wisconsin Capital Management LLC
![]() Wisconsin Capital Management LLC Investment ManagersFinance Wisconsin Capital Management LLC (WisCap) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. Formerly known as Thompson, Plumb & Associates, Inc., the firm was founded in 1984 and is principally owned by TGP, Inc. WisCap provides investment management services to individuals, high-net worth individuals, and registered mutual funds. The firm also offers model portfolio services to financial institutions. | Analyst-Equity | 14/08/2012 | - |
Membro del Comitato di Investimento | 01/01/1997 | - | |
Gestore di Portafoglio-Azioni | 01/01/1997 | - | |
Portfolio Manager-Fixed Income | 24/09/2010 | - |
Formazione di Tim O'Brien
University of Notre Dame | Undergraduate Degree |
The University of Chicago | Masters Business Admin |
Webster University | Graduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Investment Committee Member | 2 |
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Settori
Consumer Services | 4 |
Finance | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 2 |
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Wisconsin Capital Management LLC
![]() Wisconsin Capital Management LLC Investment ManagersFinance Wisconsin Capital Management LLC (WisCap) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. Formerly known as Thompson, Plumb & Associates, Inc., the firm was founded in 1984 and is principally owned by TGP, Inc. WisCap provides investment management services to individuals, high-net worth individuals, and registered mutual funds. The firm also offers model portfolio services to financial institutions. | Finance |
SVA Wealth Management LLC
![]() SVA Wealth Management LLC Investment ManagersFinance SVA Wealth Management LLC (SVA WM) is an investment advisory firm headquartered in Madison, Wisconsin. They are owned by SVA Financial Group LLC, which is a subsidiary of Diversified Services of Wisconsin, Inc. The firm was originally founded as SVA Planners, Inc. in 1987 and became known as SVA Wealth Management, Inc. in January 2007. In 2011, SVA Wealth Management, Inc. reorganized and changed its name to SVA Plumb Wealth Management LLC and subsequently became SVA Wealth Management LLC in 2019. SVA WM provides investment management, financial planning, retirement plan and consulting services to individuals, high net-worth individuals, banking and/or thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
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