Profil
Mr. Gerald A. Townsend is a Chief Executive Officer at Townsend Asset Management Corp.
He brings a wealth of experience and an extensive background to our clients.
Prior to founding TAM in 1982, Mr. Townsend worked for a large CPA firm and an investment advisory firm.
He holds an undergraduate degree from East Carolina University and a graduate degree from North Carolina State University.
He is a member of the Financial Planning Association, the American Institute of CPAs, the Market Technicians Association and the CFA Institute.
Postes actifs de Gerald Alan Townsend
| Sociétés | Poste | Début |
|---|---|---|
Townsend Asset Management Corp.
Townsend Asset Management Corp. Investment ManagersFinance Townsend designs and implements strategies to create, grow and conserve wealth, while delivering an unprecedented level of personalized service and expertise. They utilize individual stocks, bonds, mutual funds, or other securities when structuring portfolios. The firm discusses their financial and investment philosophy while developing a unique Investment Policy Statement for each client, which addresses goals, risk tolerance, income needs, growth objective, time horizon and other personal considerations. Portfolios can be designed to provide for conservation of principal, income, moderate growth, or more aggressive growth, depending on a client's circumstances and objectives. | Directeur Général | 01/01/1982 |
Formation de Gerald Alan Townsend
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Townsend Asset Management Corp.
Townsend Asset Management Corp. Investment ManagersFinance Townsend designs and implements strategies to create, grow and conserve wealth, while delivering an unprecedented level of personalized service and expertise. They utilize individual stocks, bonds, mutual funds, or other securities when structuring portfolios. The firm discusses their financial and investment philosophy while developing a unique Investment Policy Statement for each client, which addresses goals, risk tolerance, income needs, growth objective, time horizon and other personal considerations. Portfolios can be designed to provide for conservation of principal, income, moderate growth, or more aggressive growth, depending on a client's circumstances and objectives. | Finance |
East Carolina University
East Carolina University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
North Carolina State University
North Carolina State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















