Profil
James Gerard Tillar worked as an Assistant Vice President at Dean Investment Associates LLC from 1987 to 2001.
Prior to that, he was a Principal at West Coast Asset Management, Inc. in 1986.
Tillar-Wenstrup Advisors LLC employed him as a Principal from 2001 to 2023.
Tillar received his undergraduate degree from the University of Notre Dame.
Anciens postes connus de Jim Tillar
| Sociétés | Poste | Fin |
|---|---|---|
Tillar-Wenstrup Advisors LLC
 Tillar-Wenstrup Advisors LLC Investment ManagersFinance Tillar-Wenstrup Advisors LLC (dba TW Advisors) is an investment advisory firm headquartered in Centerville, Ohio. The firm was founded in 2001 and in 2023 they were acquired by Journey Advisory Group LLC, an indirect subsidiary of Allworth Financial Group LP. TW Advisors provides advisory services to individuals, high-net worth individuals, pension and profit-sharing plans (other than plan participants), charitable organizations, corporations, and other investment advisers. | Directeur en chef des Investissements | 05/01/2023 |
Dean Investment Associates LLC
 Dean Investment Associates LLC Investment ManagersFinance Dean Investment Associates LLC provides investment advisory services. The company was founded in 1972 and is headquartered in Beavercreek, OH. | Corporate Officer/Principal | 30/09/2001 |
West Coast Asset Management, Inc.
 West Coast Asset Management, Inc. Investment ManagersFinance Founded in 2000 by Paul Orfalea and Lance Helfert, West Coast Asset Management Inc. is a registered investment advisor located in Montecito, California. They manage the West Coast Opportunity Fund LLC. | Corporate Officer/Principal | 31/12/1986 |
Formation de Jim Tillar
| University of Notre Dame | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Dean Investment Associates LLC
Dean Investment Associates LLC Investment ManagersFinance Dean Investment Associates LLC provides investment advisory services. The company was founded in 1972 and is headquartered in Beavercreek, OH. | Finance |
West Coast Asset Management, Inc.
West Coast Asset Management, Inc. Investment ManagersFinance Founded in 2000 by Paul Orfalea and Lance Helfert, West Coast Asset Management Inc. is a registered investment advisor located in Montecito, California. They manage the West Coast Opportunity Fund LLC. | Finance |
Tillar-Wenstrup Advisors LLC
Tillar-Wenstrup Advisors LLC Investment ManagersFinance Tillar-Wenstrup Advisors LLC (dba TW Advisors) is an investment advisory firm headquartered in Centerville, Ohio. The firm was founded in 2001 and in 2023 they were acquired by Journey Advisory Group LLC, an indirect subsidiary of Allworth Financial Group LP. TW Advisors provides advisory services to individuals, high-net worth individuals, pension and profit-sharing plans (other than plan participants), charitable organizations, corporations, and other investment advisers. | Finance |
