Profiel
Mr. Tim J.
Topicz is a Manager-Investment Advisory Services at Truepoint, Inc since March 2008.
Prior to that, Mr. Topicz was at JPMorgan Chase.
As a financial analyst with JPMorgan Chase, he developed financial models to aid in the forecasting and risk management of mortgage loans.
Mr. Topicz is a magna cum laude graduate of the Fisher College of Business at Ohio State University, earning a Bachelor's degree in Finance.
He was an active member of the Undergraduate Finance Association and performed a budgeting role as a founding member of Fisher Ink., the College's inaugural student publication.
He holds the Chartered Financial Analyst designation.
Eerdere bekende functies van Tim J. Topicz
| Bedrijven | Functie | Einde |
|---|---|---|
Truepoint, Inc.
Truepoint, Inc. Investment ManagersFinance Trupoint’s investment approach is based on their belief that real opportunity to achieve superior investment results lies in establishing and adhering to an appropriate long-term investment strategy built on goal-focused, long-term financial planning, low-cost funds and disciplined rebalancing. Their buy-hold-rebalance strategy is designed to deliver superior returns, reliably, consistently and in all types of markets. In addition to diversifying clients’ accounts with mutual funds and ETFs, on a limited basis, the firm provides advice on private equity investments, hedge funds and institutional grade investments for qualified investors. | Portefeuillebeheerder-Aandelen | - |
| JPMORGAN CHASE & CO. | Corporate Officer/Principal | 29-02-2008 |
Opleiding van Tim J. Topicz
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
JPMorgan Chase & Co.
JPMorgan Chase & Co. Major BanksFinance Provides banking, asset management, investment banking, credit card and mortgage services | Finance |
Truepoint, Inc.
Truepoint, Inc. Investment ManagersFinance Trupoint’s investment approach is based on their belief that real opportunity to achieve superior investment results lies in establishing and adhering to an appropriate long-term investment strategy built on goal-focused, long-term financial planning, low-cost funds and disciplined rebalancing. Their buy-hold-rebalance strategy is designed to deliver superior returns, reliably, consistently and in all types of markets. In addition to diversifying clients’ accounts with mutual funds and ETFs, on a limited basis, the firm provides advice on private equity investments, hedge funds and institutional grade investments for qualified investors. | Finance |
The Ohio State University
The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















