Profiel
Mr. Timothy Scanlan is a Senior Vice President at Cedar Creek Securities, Inc. Previously, Mr. Scanlan was a full service financial advisor in Baird’s Headquarters office since 1994.
He got his start in New York working on an institutional trading desk for the New York Stock Exchange.
As of 2005, he advises retirement plans, customizes portfolios, and has extensive experience in assisting high net worth clients with qualified rollover money, college savings and other investment strategies.
Mr. Scanlan was named First Vice President in 2000.
He is part of the Baird training program.
He graduated from the Franciscan University of Steubenville in Ohio, earning a bachelor’s degree in business administration with an emphasis in Finance and holds a MBA from the same institution.
Tim is actively involved with several different non-profit groups.
He is one of the lead coordinators for the Holy Hill Youth Day and he also teaches 11th grade CCD with his wife at his parish.
Tim loves spending time with
Eerdere bekende functies van Timothy M. Scanlan
| Bedrijven | Functie | Einde |
|---|---|---|
Cedar Creek Securities, Inc.
 Cedar Creek Securities, Inc. Investment ManagersFinance Founded in 2010, Cedar Creek Securities, Inc. is a registered investment adviser located in Milwaukee, Wisconsin. | Chief Investment Officer | 31-03-2014 |
Robert W. Baird & Co., Inc. (Equity)
 Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Portefeuillebeheerder-Aandelen | 01-01-2007 |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Robert W. Baird & Co., Inc. (Equity)
Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Finance |
Cedar Creek Securities, Inc.
Cedar Creek Securities, Inc. Investment ManagersFinance Founded in 2010, Cedar Creek Securities, Inc. is a registered investment adviser located in Milwaukee, Wisconsin. | Finance |
