Ty Estlick, Cfa work email
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Ty Estlick, Cfa personal email
Ty Estlick, Cfa phone numbers
In January 2017 Windsor Financial Group, the firm Ty founded in 1986, merged with CAPTRUST, an institutional and wealth management company headquartered in Raleigh, North Carolina. Prior to Windsor, Ty had been President of Source Financial Group, Inc., a registered investment advisory firm he helped co-found in 1981. With over 45 years of investment management experience Ty is responsible for portfolio management and client service for both individual and institutional clients at the CAPTRUST. The firm is 100% employee owned.
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FounderWindsor Financial GroupMinneapolis, Mn, Us -
Principal/Financial AdvisorCaptrust Financial Advisors Jan 2017 - Present
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FounderWindsor Financial Group Jul 1986 - PresentGreater Minneapolis-St. Paul Area
Ty Estlick, Cfa Skills
Ty Estlick, Cfa Education Details
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Finance
Frequently Asked Questions about Ty Estlick, Cfa
What company does Ty Estlick, Cfa work for?
Ty Estlick, Cfa works for Windsor Financial Group
What is Ty Estlick, Cfa's role at the current company?
Ty Estlick, Cfa's current role is Founder.
What is Ty Estlick, Cfa's email address?
Ty Estlick, Cfa's email address is te****@****src.com
What is Ty Estlick, Cfa's direct phone number?
Ty Estlick, Cfa's direct phone number is +160295*****
What schools did Ty Estlick, Cfa attend?
Ty Estlick, Cfa attended Butler University.
What skills is Ty Estlick, Cfa known for?
Ty Estlick, Cfa has skills like Portfolio Management, Investments, Investment Advisory, Business Strategy, Asset Management, Wealth Management, Asset Allocation, Investment Management, Equities.
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