![Tim Agnew](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>)
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 SHWM primarily invest their client’s account in mutual funds and ETFs, which are generally evaluated and selected based on a variety of factors, including, without limitation, past performance, fee structure, portfolio manager, fund sponsor, overall ratings for safety and returns, and other factors. The firm’s investment approach emphasizes tax awareness and fee sensitivity. Investment decisions are made by the Investment Policy Committee. | President | 01/01/1999 |
Cynergy Data LLC
 Cynergy Data LLC Finance/Rental/LeasingFinance Provides merchant payment processing services and related software products | Directeur/Membre du Conseil | 01/10/2009 |
Anciens postes connus de Tim Agnew
| Sociétés | Poste | Fin |
|---|---|---|
Pipeline Data, Inc.
 Pipeline Data, Inc. Regional BanksFinance Provides credit card transaction processing services | Directeur/Membre du Conseil | - |
Formation de Tim Agnew
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
12
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Pipeline Data, Inc.
Pipeline Data, Inc. Regional BanksFinance Provides credit card transaction processing services | Finance |
Georgia State University
 Georgia State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cynergy Data LLC
Cynergy Data LLC Finance/Rental/LeasingFinance Provides merchant payment processing services and related software products | Finance |
Smith & Howard Wealth Management LLC
Smith & Howard Wealth Management LLC Investment ManagersFinance SHWM primarily invest their client’s account in mutual funds and ETFs, which are generally evaluated and selected based on a variety of factors, including, without limitation, past performance, fee structure, portfolio manager, fund sponsor, overall ratings for safety and returns, and other factors. The firm’s investment approach emphasizes tax awareness and fee sensitivity. Investment decisions are made by the Investment Policy Committee. | Finance |
