Tim Wilcox
Chief Investment Officer bei Sonora Investment Management Group LLC
Profil
Mr. Timothy D.
Wilcox is a Partner at Sonora Investment Management Group LLC.
He has been an Investment Advisor and Securities Analyst with Sonora Investment Management since 2003 and a Partner in the firm since 2007.
He started his career as a Financial Consultant with Shearson Lehman Brothers in Oklahoma City in 1993.
In 1996, he joined Charles Schwab & Co. Inc. in Tucson as a Financial Consultant and became a Senior Branch Manager before becoming part of the Sonora team.
Mr. Wilcox received his Bachelor of Science Degree from Oklahoma State University in 1993.
Aktive Positionen von Tim Wilcox
| Unternehmen | Position | Beginn |
|---|---|---|
Sonora Investment Management Group LLC
 Sonora Investment Management Group LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Sonora Investment Management Group LLC is an independent registered investment adviser based in Tucson, AZ. The firm provides personalized asset management and financial planning services to high net worth individuals, families, and institutions. The company has expertise in the individual selection of equities and fixed income securities for their clients. Sonora Investment Management is a boutique money management firm, whose advisory team has been working together since 1986. The company has been managing over $1.50 billion in assets as of January and have an institutional approach to retail investing. | Chief Investment Officer | 01.10.2021 |
Erfahrungen
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Börsennotierte Unternehmen
Private Unternehmen
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Unternehmen ersten Grades
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Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Sonora Investment Management Group LLC
Sonora Investment Management Group LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Sonora Investment Management Group LLC is an independent registered investment adviser based in Tucson, AZ. The firm provides personalized asset management and financial planning services to high net worth individuals, families, and institutions. The company has expertise in the individual selection of equities and fixed income securities for their clients. Sonora Investment Management is a boutique money management firm, whose advisory team has been working together since 1986. The company has been managing over $1.50 billion in assets as of January and have an institutional approach to retail investing. | Finance |
