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Tim Landolt, Mba is listed as Managing Director @ ETF Model Solutions, LLC | Director of Institutional Services @ Endowment Wealth Management, Inc. | COO @ Global Alternative Investment Management LLC at Global Alternative Investment Management LLC, based in Appleton, Wisconsin, United States. AeroLeads shows a work email signal at endowmentwm.com, phone signal with area code 920, and a matched LinkedIn profile for Tim Landolt, Mba.
Tim Landolt, Mba previously worked as Chief Operating Officer at Global Alternative Investment Management Llc and Managing Director of ETF Model Solutions, LLC, co creators of the Endowment Index® at Etf Model Solutions, Llc. Tim Landolt, Mba holds Mba, Finance from Loyola Marymount University.
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AeroLeads found 1 current-domain work email signal for Tim Landolt, Mba. Compare company email patterns before reaching out.
I serve our firm's three unique business verticles in a leadership capacity and am involved in nearly all aspects of the functional areas of our business, including, but not limited to, management, operations, investments, legal, compliance, IT, private funds, marketing, and business development. I serve as the primary point of contact for our brokerage custodians, TAMPs, IT providers, compliance counsel and important service providers.Two memorable experiences in my role thus far at EWM/ETFMS and Global Alts have been the team effort and cooperation to launch our Endowment Index® calculated by Nasdaq® and our first private fund, a co-investment with a major Wall Street private equity firm. The Index is likely to leave a lasting mark and be utilized long after I retire, and what we learned in our initial fund launch has led to the inception of Global Alts, our private fund management firm.In serving our clients, our firm, and my colleagues, I draw from a lifelong passion and experience in financial services. A few examples: I would accompany my enthusiastic stock broker father on evening client visits as a toddler. As an adolescent, I attended annual stockholders meetings with him as well, I obtained my Series 7 brokerage license prior to taking my first college finance course, In college, I interned in the home office of a Chicago-based NYSE brokerage firm, gaining exposure to stock and bond trading, operations, and compliance. My active involvement in my college finance club led to bringing the late William O'Neil to my college as a speaker that drew over 500 people to hear him speak about his CANSLIM investment method. Not long after college, I went to work for Bill. I have learned that helping people with their personal and professional financial goals has always been and always will be a relationship business. My core values include integrity, dedication, and a strong work ethic. Despite its global reach and powerful players, the investment world is smaller than you might think. Be nice and assist colleagues or peers when you can do so because someday your paths may cross again, and they may be in a position to return the favor. Lastly, this a difficult business, and while dealing with money and investments is serious, bringing a little levity to a tense situation brings everyone together and makes the effort all that much more enjoyable. My biggest "influencers": My Dad, Dr. Kyle Mattson, Bill Machgan, William J. O Neil, Peter Lynch.
Listed skills include Etf Models, Etf Strategies, Third Party Etf Manager, Asset Allocation, and 46 others.
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Wisconsin, United States
Global Alternative Investment Management LLC, a sister company to Endowment Wealth Management Inc, is a fund management company targeting unique alternative investments, private equity, and venture capital investment opportunities. Global Alts offers thematic funds and custom white labeled funds for commitments in excess of $10 million. These funds are.
Appleton, WI
I am the managing director of ETF Model Solutions, LLC, a 3rd party investment manager and exchange-traded fund (ETF) strategist with over 17 years of experience in ETF model management as a third-party strategist. I am the primary point of contact for our retirement plan consultants, adviser clients, strategic partners, and service providers, including.
Appleton, WI
Endowment Wealth Management® is the advisory affiliate of ETF Model Solutions, LLC. EWM offers investment advisory services to three major client groups: individuals & families, endowments & foundations, and retirement plans. EWM serves its high net-worth (HNW) and ultra-HNW clients with a wide range of personal and business-related professional wealth.
Appleton, WI
As Strategies Manager, I was responsible for directing, managing, and/or coordinating key business functions of the organization, including:-Economic and financial market data research for tactical and dynamic ETF-based asset allocation strategies-research/analysis for capital preservation/fixed income, commodities and precious metals ETFs, mutual funds.
Oshkosh, WI
Applied fundamental and technical investment approach through subscription data, commentary and news to research, select and trade growth equities while managing personal investment portfolios generating positive investment returns on an annual basis with limited portfolio drawdowns.
Madison, Wisconsin
As a Portfolio Research Analyst, I reported directly to the Firm's CEO, providing ongoing research support that included ongoing analysis of portfolio holdings, portfolio management, idea generation, analyst coverage, new issue research, trading and risk management, with a focus on the firm's private hedge fund portfolio. Northern Capital was founded in.
My role at William O'Neil involved directing the marketing and communication team supporting William O'Neil+Co. New USA Mutual Fund ($300MM+ AUM), primarily distributed through major wirehouse brokerage firms throughout the U.S. This role involved supervisory responsibilities over the entire internal and external sales and marketing team, developing.
Chicago, IL/Oshkosh WI
Howe Barnes Investments, Inc. was a full service investment firm offering a complete array of products and services to individual and institutional clients. The firm utilized both their own and independent research sources to provide their clients with complete decision making information. Monitoring specific daily developments as well as long term trends.
Activities and Societies: Beta Gamma Sigma National Honor Society*Comparative Management Systems program studying financial aspects of.
Activities and Societies: Officer- Finance ClubCompleted BBA with emphasis in Finance. While a student, obtained Series 7 Securities.
Soccer team
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Tim Landolt, Mba works for Global Alternative Investment Management LLC.
Tim Landolt, Mba is listed as Managing Director @ ETF Model Solutions, LLC | Director of Institutional Services @ Endowment Wealth Management, Inc. | COO @ Global Alternative Investment Management LLC at Global Alternative Investment Management LLC.
AeroLeads has found 1 work email signal at @endowmentwm.com for Tim Landolt, Mba at Global Alternative Investment Management LLC.
AeroLeads has found 2 phone signal(s) with area code 920 for Tim Landolt, Mba at Global Alternative Investment Management LLC.
Tim Landolt, Mba is based in Appleton, Wisconsin, United States while working with Global Alternative Investment Management LLC.
Tim Landolt, Mba has worked for Global Alternative Investment Management Llc, Etf Model Solutions, Llc, Endowment Wealth Management, Isectors, Llc, and Self-Employed Proprietary Trading.
You can use AeroLeads to view verified contact signals for Tim Landolt, Mba at Global Alternative Investment Management LLC, including work email, phone, and LinkedIn data when available.
Tim Landolt, Mba holds Mba, Finance from Loyola Marymount University.
Tim Landolt, Mba is listed with skills including Etf Models, Etf Strategies, Third Party Etf Manager, Asset Allocation, Separately Managed Accounts, Endowment Funds, Etfs, and 401K.
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