![Liam M. Timmons](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Liam M. Timmons
Directeur Général chez
Timmons Wealth Management LLC
Profil
Mr. Liam M.
Timmons is a President & Founder at Timmons Wealth Management LLC.
He focuses on delivering financial peace of mind to clients through his extensive expertise in the areas of investment consulting and research, portfolio management, and financial planning.
Before launching Timmons Wealth Management in 2012, Mr. Timmons spent six years as an analyst at a Massachusetts-based boutique Registered Investment Advisor, where his role entailed equity and multi-asset class mutual fund research, trading, and portfolio management.
From 2001-2006, He held numerous roles in risk management at Deutsche Asset Management, including work in the Insurance Asset Management Division, Private Wealth Group, and Active Fixed Income and Funds Group.
He began his financial services career in 2000 with Investors Bank & Trust.
He earned an MBA with a concentration in Asset Management from Boston College’s Carroll Graduate School of Management.
Prior to business school, Liam received a BA in Political Science from Boston College.
Mr. Timmons has also completed post-graduate work at Boston University’s Financial Planning Program, the Investment Management Theory & Practice Program at Yale School of Management and passed Level 1 of the Chartered Financial Analyst exam.
He holds the Series 65 license for Registered Investment Advisor Representatives.
Mr. Timmons is a CERTIFIED FINANCIAL PLANNER as designated by the Certified Financial Planner Board of Standards and holds the Certified Investment Management Analyst designation.
Postes actifs de Liam M. Timmons
| Sociétés | Poste | Début |
|---|---|---|
Timmons Wealth Management LLC
 Timmons Wealth Management LLC Investment ManagersFinance Provides investment advice | Directeur Général | 01/01/2012 |
Anciens postes connus de Liam M. Timmons
| Sociétés | Poste | Fin |
|---|---|---|
FinArc LLC
 FinArc LLC Investment ManagersFinance FinArc manages portfolios of stocks, bonds, and mutual funds. The firm specializes in socially responsible and fixed-income investing. They develop strategies based on each client's current and future financial needs that satisfy their personal risk tolerance, social screens and tax aversion. | Analyst-Equity | 30/09/2012 |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DIMA typically invest in securities that appear to offer the best potential to meet client needs, which may include any number of factors such as: yield, value, growth, income, etc. The firm utilizes a variety of quantitative and qualitative techniques in trying to meet clients' investment objectives. Portfolio management constructs the strategy using a combination of top-down macro views and bottom-up research along with risk management strategies. | Corporate Officer/Principal | - |
Investors Bank & Trust Co.
 Investors Bank & Trust Co. Regional BanksFinance Provides financial services | Corporate Officer/Principal | 31/08/2001 |
Formation de Liam M. Timmons
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
94
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
DWS Investment Management Americas, Inc.
DWS Investment Management Americas, Inc. Investment ManagersFinance DIMA typically invest in securities that appear to offer the best potential to meet client needs, which may include any number of factors such as: yield, value, growth, income, etc. The firm utilizes a variety of quantitative and qualitative techniques in trying to meet clients' investment objectives. Portfolio management constructs the strategy using a combination of top-down macro views and bottom-up research along with risk management strategies. | Finance |
FinArc LLC
FinArc LLC Investment ManagersFinance FinArc manages portfolios of stocks, bonds, and mutual funds. The firm specializes in socially responsible and fixed-income investing. They develop strategies based on each client's current and future financial needs that satisfy their personal risk tolerance, social screens and tax aversion. | Finance |
Investors Bank & Trust Co.
Investors Bank & Trust Co. Regional BanksFinance Provides financial services | Finance |
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Timmons Wealth Management LLC
Timmons Wealth Management LLC Investment ManagersFinance Provides investment advice | Finance |
