Tim Lewinski, Cfa, Cfp®

Tim Lewinski, Cfa, Cfp® Email and Phone Number

SVP, Chief Investment Officer, VeraBank @ VeraBank
henderson, texas, united states
Tim Lewinski, Cfa, Cfp®'s Location
Tyler, Texas, United States, United States
Tim Lewinski, Cfa, Cfp®'s Contact Details

Tim Lewinski, Cfa, Cfp® personal email

n/a

Tim Lewinski, Cfa, Cfp® phone numbers

About Tim Lewinski, Cfa, Cfp®

A seasoned and effective Wealth Advisor with experience across investment management, financial planning, insurance, banking, estate and wealth transfer planning, charitable giving, relationship management, and business development. Core competencies include:1. Communication skills - effectively work with and advise private clients, prospects, and investment committees through written and verbal communications.2. Professionalism - acting with a high degree of integrity, persistence, and thoughtfulness to help our clients achieve their goals.3. Technical expertise - strong understanding of financial markets, firm capabilities, portfolio construction, asset classes, and financial services industry.4. Relationship management - deliver a unique client experience through active listening, follow through, and strong work ethic.5. Business Development - Work with partners, centers of influence, and existing clients to identify new opportunities and drive new business growth.

Tim Lewinski, Cfa, Cfp®'s Current Company Details
VeraBank

Verabank

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SVP, Chief Investment Officer, VeraBank
henderson, texas, united states
Website:
verabank.com
Employees:
140
Tim Lewinski, Cfa, Cfp® Work Experience Details
  • Verabank
    Chief Investment Officer
    Verabank Apr 2015 - Present
    Tyler, Texas
    VeraBank has been providing objective, independent, and comprehensive wealth management services to clients since the 1960's. Today, we serve as primary financial and investment advisor to high net worth families and institutions with managed assets over $1Billon.My primary role is to lead the investment practice and responsibilities include investment policy development, securities selection, providing subject matter expertise to internal and external individuals and groups, relationship management, risk management, 401(K) governance, working with partners across the firm to drive new business, and the development and communication of our firm's value proposition.
    View
  • Northern Trust
    Senior Portfolio Manager
    Northern Trust Jan 2012 - Apr 2015
    Specializes in Wealth and Investment Management..Northern Trust is a leading provider of investment management, asset and fund administration, fiduciary and banking solutions for corporations, institutions and affluent individuals worldwide. Founded 120 years ago in Chicago, Northern Trust is today considered one of the strongest and safest financial institutions in the country.Was recognized numerous times for outstanding service (Signature Service Medallion winner), partner inclusion, and business development (President's Circle Award).
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  • Northern Trust
    Portfolio Manager
    Northern Trust Apr 1997 - Jan 2012
    View
  • Fidelity Investments
    Financial Advisor
    Fidelity Investments Jun 1995 - Mar 1997
    View

Tim Lewinski, Cfa, Cfp® Skills

Asset Management Retirement Planning Insurance Planning Security Analysis Portfolio Management Investments Wealth Management Asset Allocation Alternative Investments Investment Strategies Financial Planning Wealth Investment Advisory Finance Financial Analysis Equities Financial Advisory Financial Planners Investment Management Mutual Funds Securities Strategic Financial Planning

Tim Lewinski, Cfa, Cfp® Education Details

Frequently Asked Questions about Tim Lewinski, Cfa, Cfp®

What company does Tim Lewinski, Cfa, Cfp® work for?

Tim Lewinski, Cfa, Cfp® works for Verabank

What is Tim Lewinski, Cfa, Cfp®'s role at the current company?

Tim Lewinski, Cfa, Cfp®'s current role is SVP, Chief Investment Officer, VeraBank.

What is Tim Lewinski, Cfa, Cfp®'s email address?

Tim Lewinski, Cfa, Cfp®'s email address is tl****@****xas.com

What is Tim Lewinski, Cfa, Cfp®'s direct phone number?

Tim Lewinski, Cfa, Cfp®'s direct phone number is (888) 289*****

What schools did Tim Lewinski, Cfa, Cfp® attend?

Tim Lewinski, Cfa, Cfp® attended Texas Tech University.

What skills is Tim Lewinski, Cfa, Cfp® known for?

Tim Lewinski, Cfa, Cfp® has skills like Asset Management, Retirement Planning, Insurance Planning, Security Analysis, Portfolio Management, Investments, Wealth Management, Asset Allocation, Alternative Investments, Investment Strategies, Financial Planning, Wealth.

Who are Tim Lewinski, Cfa, Cfp®'s colleagues?

Tim Lewinski, Cfa, Cfp®'s colleagues are Jaxson Murray, Lacey Duke, Cia, Crcm, Jessica Ross, Kyler Crenshaw, Andrew Drobny, Alex Hammond, Ronnie F. Powell, Cfp®.

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