Profil
Mr. Timothy J.
Newell is a Managing Director & Lead Portfolio Manager at Harvest Investment Services LLC.
He works extensively in areas of wealth transfer and estate planning
Prior to joining the Harvest Investment Services LLC, Mr. Newell began his career in the financial services business in 1981.
Not long after starting his career he became a partner in running a small regional securities broker dealer until 1989, when it was sold to a larger firm.
He was previously employed as a Principal by ProEquities, Inc.
Postes actifs de Tim Newell
| Sociétés | Poste | Début |
|---|---|---|
Harvest Investment Services LLC
 Harvest Investment Services LLC Investment ManagersFinance Harvest Investment Services LLC (Harvest Investments) is a SEC-registered investment advisor headquartered in Oakbrook Terrace, Illinois. The firm was founded in 2011 and is principally owned by Harvest Financial Planning LLC. Harvest Investments offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities, and other registered investment advisers. The firm also provides investment advisory services to collective investment trusts for their affiliated investment adviser, Envoy Advisory, Inc. for pension and profit-sharing plans. | Directeur Général | 01/12/2011 |
Anciens postes connus de Tim Newell
| Sociétés | Poste | Fin |
|---|---|---|
Concourse Financial Group Securities, Inc.
 Concourse Financial Group Securities, Inc. Investment ManagersFinance Concourse Financial Group Securities, Inc., dba Concourse Financial Group Advisors (Concourse), is a dually-registered investment adviser and broker-dealer headquartered in Birmingham, Alabama. The firm was founded in 1985 and formerly known as Protective Equity Services, Inc. and as ProEquities, Inc. They are a wholly-owned subsidiary of Protective Life Corp., which in wholly owned by Dai-ichi Life Holdings, Inc. (TSE: 8750) in Japan. Concourse serves as the sponsor of, and in some cases as a portfolio manager for, wrap fee investment programs. | Corporate Officer/Principal | 01/06/2018 |
Expériences
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Harvest Investment Services LLC
Harvest Investment Services LLC Investment ManagersFinance Harvest Investment Services LLC (Harvest Investments) is a SEC-registered investment advisor headquartered in Oakbrook Terrace, Illinois. The firm was founded in 2011 and is principally owned by Harvest Financial Planning LLC. Harvest Investments offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities, and other registered investment advisers. The firm also provides investment advisory services to collective investment trusts for their affiliated investment adviser, Envoy Advisory, Inc. for pension and profit-sharing plans. | Finance |
Concourse Financial Group Securities, Inc.
Concourse Financial Group Securities, Inc. Investment ManagersFinance Concourse Financial Group Securities, Inc., dba Concourse Financial Group Advisors (Concourse), is a dually-registered investment adviser and broker-dealer headquartered in Birmingham, Alabama. The firm was founded in 1985 and formerly known as Protective Equity Services, Inc. and as ProEquities, Inc. They are a wholly-owned subsidiary of Protective Life Corp., which in wholly owned by Dai-ichi Life Holdings, Inc. (TSE: 8750) in Japan. Concourse serves as the sponsor of, and in some cases as a portfolio manager for, wrap fee investment programs. | Finance |
