Tony Hallada
Membro del Comitato di Investimento presso CliftonLarsonAllen Wealth Advisors LLC
Profilo
Mr. Antony R.
Hallada is Managing Principal at CliftonLarsonAllen Wealth Advisors LLC.
He has over 20 years of experience in the capital markets and financial services industry.
He has experience owning and managing a small business, and is a member of the firm’s investment committee and the Financial Planning Association.
Mr. Hallada was employed as Regional Vice President by John Nuveen & Co., Inc., Vice President by John G.
Kinnard & Co., and a Managing Director by LarsonAllen Financial LLC.
He received his undergraduate degree from the University of Wisconsin.
Posizioni attive di Tony Hallada
Società | Posizione | Inizio |
---|---|---|
CliftonLarsonAllen Wealth Advisors LLC
CliftonLarsonAllen Wealth Advisors LLC Investment ManagersFinance CliftonLarsonAllen Wealth Advisors LLC (CLA) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded as LarsonAllen Financial LLC and is a wholly-owned subsidiary of CliftonLarsonAllen LLP. CLA provides wealth advisory and asset management services to individuals, banks, pension and profit-sharing plans, trusts, estates, charitable organizations, limited liability companies, limited partnerships, unincorporated associations, and corporations. | Membro del Comitato di Investimento | 01/01/2012 |
Precedenti posizioni note di Tony Hallada
Società | Posizione | Fine |
---|---|---|
LarsonAllen Financial LLC
LarsonAllen Financial LLC Investment ManagersFinance LarsonAllen Financial LLC provides accounting services. It offers assurance, accounting, tax, consulting and advisory services. The firm also offers financial planning, investment advice, risk management and insurance and fixed income management services. The company was founded in 1953 and is headquartered in Minneapolis, MN | Presidente | 14/02/2013 |
Nuveen Investments, Inc.
Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Corporate Officer/Principal | 30/04/2001 |
John G. Kinnard & Co. | Corporate Officer/Principal | 31/12/1998 |
Formazione di Tony Hallada
University of Wisconsin | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 4 |
---|---|
Nuveen Investments, Inc.
Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Finance |
LarsonAllen Financial LLC
LarsonAllen Financial LLC Investment ManagersFinance LarsonAllen Financial LLC provides accounting services. It offers assurance, accounting, tax, consulting and advisory services. The firm also offers financial planning, investment advice, risk management and insurance and fixed income management services. The company was founded in 1953 and is headquartered in Minneapolis, MN | Finance |
John G. Kinnard & Co. | Finance |
CliftonLarsonAllen Wealth Advisors LLC
CliftonLarsonAllen Wealth Advisors LLC Investment ManagersFinance CliftonLarsonAllen Wealth Advisors LLC (CLA) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded as LarsonAllen Financial LLC and is a wholly-owned subsidiary of CliftonLarsonAllen LLP. CLA provides wealth advisory and asset management services to individuals, banks, pension and profit-sharing plans, trusts, estates, charitable organizations, limited liability companies, limited partnerships, unincorporated associations, and corporations. | Finance |
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