Tim Thomas, Cfa Email & Phone Number

Greater Seattle Area

I work in a team environment to provide comprehensive wealth management services to both high net worth individuals and institutional clients. This encompasses the development and execution of a financial plan as well as customized investment strategies designed to meet each client’s goals. Of course, the strategy also incorporates the advice of other.

Gig Harbor, Washington

I worked in a team environment to provide multi-generational wealth management services to highly affluent families. In particular, I specialized in investment analysis and strategy while maintaining responsibility for all phases of the investment process including portfolio construction, development of asset allocation targets, manager selection and.

Seattle, Washington

I managed portfolios on a discretionary basis for high net worth individuals and institutions. In that role I was responsible for developing customized investment strategies based on each client’s goals and risk tolerance. Duties included setting the target allocation, developing the investment strategy, analyzing individual securities and the completion.

Seattle, Washington

In this role I worked in a dual capacity. I was responsible for trading Repurchase Agreements (Repo), Eurodollar Deposits, and Fed Funds as sources of funding for the bank. I also served as an advisor to middle-market and institutional clients such as mid-sized to large companies, money managers, mutual funds, and bond dealers. In this capacity, I advised.

Mba, Finance & Economics

Bachelor Of Arts (Ba), History Major/Political Science Minor