Tim Slattery
Chief Investment Officer bij Heritage Investment Group, Inc.
Profiel
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.
Actieve functies van Tim Slattery
Bedrijven | Functie | Begin |
---|---|---|
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 |
Opleiding van Tim Slattery
University of Florida | Undergraduate Degree |
The University of Chicago | Masters Business Admin |
University of South Florida | Doctorate Degree |
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 | 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 |