Tim Slattery
Chief Investment Officer bei Heritage Investment Group, Inc.
Profil
Dr. Timothy G.
Slattery is a Chief Investment Officer & Partner at Heritage Investment Group, Inc. As Chief Investment Officer of the firm, his duties include research, investment strategy, and wealth management.
His career in the financial services industry began in fixed income investment banking at Smith Barney, and after earning his MBA, he was a Vice President of institutional equity sales and trading at Raymond James.
Mr. Slattery holds a bachelor’s degree in finance with high honors from the University of Florida, an MBA from the University of Chicago, and a PhD in philosophy from the University of South Florida.
Aktive Positionen von Tim Slattery
| Unternehmen | Position | Beginn |
|---|---|---|
Heritage Investment Group, Inc.
 Heritage Investment Group, Inc. Investment ManagersFinance Heritage Investment Group, Inc. (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pompano Beach, Florida. The firm was founded in 1993 by Frederick R. MacLean, Jr. Heritage provides wealth management and investment guidance to high-net-worth individuals, families, charitable foundations and qualified plans. | Chief Investment Officer | 01.01.2004 |
Ausbildung von Tim Slattery
| The University of Chicago | Masters Business Admin |
| University of Florida | Undergraduate Degree |
| University of South Florida | Doctorate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Heritage Investment Group, Inc.
Heritage Investment Group, Inc. Investment ManagersFinance Heritage Investment Group, Inc. (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pompano Beach, Florida. The firm was founded in 1993 by Frederick R. MacLean, Jr. Heritage provides wealth management and investment guidance to high-net-worth individuals, families, charitable foundations and qualified plans. | Finance |
