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Timothy M. Funke, Cfa Email & Phone Number
Vice President and Director of Portfolio Research
at
Spahn Financial
1 work email found
@jabble.com
1 phone found area 708
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President and Director of Portfolio Research
Location
Greater Chicago Area, United States
Company size
Who is Timothy M. Funke, Cfa? Overview
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Quick answer
Timothy M. Funke, Cfa is listed as Vice President and Director of Portfolio Research at Spahn Financial, a with 13 employees, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at jabble.com, phone signal with area code 708, and a matched LinkedIn profile for Timothy M. Funke, Cfa.
Timothy M. Funke, Cfa previously worked as Vice President & Director of Portfolio Research at Spahn Financial and Vice President - Portfolio Manager - Global Family & Private Investment Office at Northern Trust Corporation. Timothy M. Funke, Cfa holds Mba, Financial Analysis from Depaul Driehaus College Of Business.
Company email context
Email format at Spahn Financial
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*@jabble.com
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AeroLeads found 1 current-domain work email signal for Timothy M. Funke, Cfa. Compare company email patterns before reaching out.
Profile bio
About Timothy M. Funke, Cfa
Spahn Financial provides you with a personal, unbiased approach to comprehensive financial planning and wealth management focusing on your goals. We create a customized financial road map. We listen to you, then develop the best path to attain your goals, put that plan into action, and keep you on track.
Listed skills include Portfolio Management, Asset Allocation, Investments, Wealth Management, and 21 others.
Current workplace
Timothy M. Funke, Cfa's current company
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Spahn Financial
7 roles
Timothy M. Funke, Cfa work experience
A career timeline built from the work history available for this profile.
Vice President & Director Of Portfolio Research
CurrentWe work with high net worth individuals, families and business owners on developing a customized financial road map. Evaluating estate plans, reviewing current assets, expenses and investment strategy and discussing multi-generational planning is all part of developing a comprehensive financial plan. Our investment management focuses on wealth protection, strategies to protect assets against creditors, litigants, etc. Wealth enhancement, maximizing tax efficiency of current assets. Wealth Transfer, using structures and strategies to legally facilitate the most tax-efficient ways to pass assets.
Mar 2016 - Present
Vice President - Portfolio Manager - Global Family & Private Investment Office
Work with single and multi-family offices, multi-generational families, and individuals with substantial wealth to help meet complex investment needs. Responsible for overall investment management oversight, including asset allocation, third party manager and security selection, fulfillment strategies and implementation of trust and agency accounts for Northern Trust Global Family & Private Investment Office clients.
Jan 2015 - Mar 2016
Vice President - Portfolio Manager - Wealth Management
Manage discretionary investment portfolios for high net worth individuals. Develop, recommend and direct the execution of investment programs designed to achieve the financial goals of investors. Maintain a high level of client contact; in person during client investment meetings and over the telephone when discussing current economic conditions or investment options.
Jan 2011 - Dec 2014
Associate Portfolio Manager - Wealth Management
Manage discretionary investment portfolios for high net worth individuals. Develop, recommend and direct the execution of investment programs designed to achieve the financial goals of investors. Maintain a high level of client contact; in person during client investment meetings and over the telephone when discussing current economic conditions or investment options. Work in conjunction with Sr. Portfolio Manager on larger, more complex relationships.
Jun 2009 - Dec 2010
Investment Associate - Personal Investment Management Group
Assisted Sr. Portfolio Managers in reviewing client accounts and developing asset allocation programs based on client needs.
Feb 2006 - Jun 2009
Sr. Portfolio Accounting Analyst - Wwo&T
Analyzed cash flows, global investment transactions, foreign exchange deals, income/expenses, and market values for high profile institutional client.
Feb 2004 - Feb 2006
3 education records
Timothy M. Funke, Cfa education
Mba, Financial Analysis
B.A., Finance
High School Diploma
FAQ
Frequently asked questions about Timothy M. Funke, Cfa
Quick answers generated from the profile data available on this page.
What company does Timothy M. Funke, Cfa work for?
Timothy M. Funke, Cfa works for Spahn Financial.
What is Timothy M. Funke, Cfa's role at Spahn Financial?
Timothy M. Funke, Cfa is listed as Vice President and Director of Portfolio Research at Spahn Financial.
What is Timothy M. Funke, Cfa's email address?
AeroLeads has found 1 work email signal at @jabble.com for Timothy M. Funke, Cfa at Spahn Financial.
What is Timothy M. Funke, Cfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 708 for Timothy M. Funke, Cfa at Spahn Financial.
Where is Timothy M. Funke, Cfa based?
Timothy M. Funke, Cfa is based in Greater Chicago Area, United States while working with Spahn Financial.
What companies has Timothy M. Funke, Cfa worked for?
Timothy M. Funke, Cfa has worked for Spahn Financial and Northern Trust Corporation.
How can I contact Timothy M. Funke, Cfa?
You can use AeroLeads to view verified contact signals for Timothy M. Funke, Cfa at Spahn Financial, including work email, phone, and LinkedIn data when available.
What schools did Timothy M. Funke, Cfa attend?
Timothy M. Funke, Cfa holds Mba, Financial Analysis from Depaul Driehaus College Of Business.
What skills is Timothy M. Funke, Cfa known for?
Timothy M. Funke, Cfa is listed with skills including Portfolio Management, Asset Allocation, Investments, Wealth Management, Equities, Investment Strategies, Asset Management, and High Net Worth Individuals.
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