Chief Investment Strategist
Jun 2020 - Nov 2023
AeroLeads people directory · profile
Timothy D. Email & Phone Number
Investment Professional
1 work email found
@danielstansey.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 71%
Role
Investment Professional
Location
Greater Philadelphia, United States
Who is Timothy D.? Overview
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Quick answer
Timothy D. is listed as Investment Professional based in Greater Philadelphia, United States. AeroLeads shows a work email signal at danielstansey.com and a matched LinkedIn profile for Timothy D..
Timothy D. previously worked as Chief Investment Strategist at Daniels + Tansey, Llp and Head of Research at Wharton Business Group, Llc. Timothy D. holds B.S., Economics from The Wharton School.
Company email context
Email format at danielstansey.com
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*@danielstansey.com
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AeroLeads found 1 current-domain work email signal for Timothy D.. Compare company email patterns before reaching out.
Profile bio
About Timothy D.
Investment professional with over 20 years of experience in wealth management, asset allocation, portfolio construction, manager selection, and trading.
6 roles
Timothy D. work experience
A career timeline built from the work history available for this profile.
Head Of Research
Wharton Business Group, Llc
Feb 2015 - May 2020
Client Portfolio Manager
Feb 2014 - Jan 2015
Investor Associate
Jpmorgan Private Bank
Jun 2011 - Jan 2014
Proprietary Trader
Oct 2009 - Jan 2011
Institutional Equity Trader
Aug 2001 - Oct 2009
1 education record
Timothy D. education
FAQ
Frequently asked questions about Timothy D.
Quick answers generated from the profile data available on this page.
What is Timothy D.'s role at their current company?
Timothy D. is listed as Investment Professional.
What is Timothy D.'s email address?
AeroLeads has found 1 work email signal at @danielstansey.com for Timothy D..
Where is Timothy D. based?
Timothy D. is based in Greater Philadelphia, United States.
What companies has Timothy D. worked for?
Timothy D. has worked for Daniels + Tansey, Llp, Wharton Business Group, Llc, Zeke Capital Advisors, Llc, Jpmorgan Private Bank, and Susquehanna International Group.
How can I contact Timothy D.?
You can use AeroLeads to view verified contact signals for Timothy D., including work email, phone, and LinkedIn data when available.
What schools did Timothy D. attend?
Timothy D. holds B.S., Economics from The Wharton School.
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