Tim Agnew
President chez Smith & Howard Wealth Management LLC
Profil
Mr. Timothy F.
Agnew, CPA, is a Managing Director at Smith & Howard Wealth Management LLC.
He is on the Board of Directors at Cynergy Data LLC.
He has nearly three decades of estate, income tax and personal financial planning experience, coupled with in-depth investment knowledge, bring immense value to our wealth management clients.
He brings an unusual depth of knowledge and expertise to serving affluent families.
His background in estate, income tax and personal financial planning coupled with his investment knowledge bring real value to our clients.
His experience provides additional insights and benefit to business owners who are, or will be, planning their exit strategy and the layers of strategy and planning involved.
Mr. Agnew also served on the board at Pipeline Data, Inc.
He received his undergraduate degree from Georgia State University and a graduate degree from Georgia State University.
Postes actifs de Tim Agnew
| Sociétés | Poste | Début |
|---|---|---|
Smith & Howard Wealth Management LLC
 Smith & Howard Wealth Management LLC Investment ManagersFinance Smith & Howard Wealth Management LLC (SHWM) is a registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Frederick S. Wright IV in 1999 and is a subsidiary of Smith & Howard Holding LLC. SHWM provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, corporations and charitable organizations. | President | 01/01/1999 |
Cynergy Data LLC
 Cynergy Data LLC Finance/Rental/LeasingFinance Cynergy Data LLC provides merchant payment processing services and related software products. Its payment services include credit cards, debit cards, electronic benefit cards, check services, gift cards, e-commerce, and recurring billing. The company was founded by John R. Martillo in 1998 and is headquartered in Hicksville, NY. | Directeur/Membre du Conseil | 01/10/2009 |
Anciens postes connus de Tim Agnew
| Sociétés | Poste | Fin |
|---|---|---|
Pipeline Data, Inc.
 Pipeline Data, Inc. Regional BanksFinance Pipeline Data, Inc. provides credit card transaction processing services. It provides the general merchant community an integrated suite of merchant payment processing services and related software enabling products. The company delivers credit and debit card-based payments processing solutions to small and mid-sized merchants that operate in physical 'brick and mortar' business environments or over the internet. The company was founded in June 1997 and is headquartered in Alpharetta, GA. | Directeur/Membre du Conseil | - |
Formation de Tim Agnew
| Georgia State University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Pipeline Data, Inc.
Pipeline Data, Inc. Regional BanksFinance Pipeline Data, Inc. provides credit card transaction processing services. It provides the general merchant community an integrated suite of merchant payment processing services and related software enabling products. The company delivers credit and debit card-based payments processing solutions to small and mid-sized merchants that operate in physical 'brick and mortar' business environments or over the internet. The company was founded in June 1997 and is headquartered in Alpharetta, GA. | Finance |
Cynergy Data LLC
Cynergy Data LLC Finance/Rental/LeasingFinance Cynergy Data LLC provides merchant payment processing services and related software products. Its payment services include credit cards, debit cards, electronic benefit cards, check services, gift cards, e-commerce, and recurring billing. The company was founded by John R. Martillo in 1998 and is headquartered in Hicksville, NY. | Finance |
Smith & Howard Wealth Management LLC
Smith & Howard Wealth Management LLC Investment ManagersFinance Smith & Howard Wealth Management LLC (SHWM) is a registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Frederick S. Wright IV in 1999 and is a subsidiary of Smith & Howard Holding LLC. SHWM provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, corporations and charitable organizations. | Finance |
