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Profilo
Mr. Timothy M.
Piasecki is a President & Chief Tax Advisor at WFA Asset Management Corp.
Mr. Piasecki oversees WFA’s Tax Department operations, and provides tax and financial planning services to individual clients.
In addition, he serves on our Investment Management Committee, providing insight on current technologies and the resources available in the management of client’s investments.
Mr. Piasecki received his BA in Business Administration in 1999 from Cardinal Stritch University in Glendale, Wisconsin.
Precedenti posizioni note di Tim Piasecki
| Società | Posizione | Fine |
|---|---|---|
WFA Asset Management Corp.
 WFA Asset Management Corp. Investment ManagersFinance WFA seeks to identify its client’s risk tolerance, and then design a portfolio that maximizes expected return for that level of risk. The firm believes that long-term investment success depends on an investment plan that allocates investments efficiently among various classifications of stock and bond mutual funds, as well as Exchange Traded Funds (ETFs). Their investment philosophy applies Asset Allocation and Modern Portfolio Theory (MPT). | Membro del Comitato di Investimento | 29/04/2017 |
Formazione di Tim Piasecki
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
7
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
WFA Asset Management Corp.
WFA Asset Management Corp. Investment ManagersFinance WFA seeks to identify its client’s risk tolerance, and then design a portfolio that maximizes expected return for that level of risk. The firm believes that long-term investment success depends on an investment plan that allocates investments efficiently among various classifications of stock and bond mutual funds, as well as Exchange Traded Funds (ETFs). Their investment philosophy applies Asset Allocation and Modern Portfolio Theory (MPT). | Finance |
Cardinal Stritch College
 Cardinal Stritch College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
