Profil
Mr. Timothy J.
Pagliara is a Founder, Chairman & Chief Investment Officer at CapWealth Advisors LLC.
He remains involved in all aspects of investment counseling and personal financial planning.
Mr. Pagliara was previously employed as a Principal by J.J.B.
Hilliard, W.L.
Lyons, Inc. and a Limited Partner by Edward D.
Jones & Co. LP (Investment Management).
He formed CapTrust Financial Advisors in Franklin, Tennessee, in early 2000 after nearly 20 years of experience in the financial industry.
He earned his undergraduate degree at St. Louis University and a law degree from St. Louis University School of Law.
He also graduated from the Wharton School Securities Industry Institute at the University of Pennsylvania and is a member of the Tennessee Bar Association.
Postes actifs de Tim Pagliara
| Sociétés | Poste | Début |
|---|---|---|
CapWealth Advisors LLC
 CapWealth Advisors LLC Investment ManagersFinance CapWealth Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in Franklin, Tennessee. The firm was founded by Timothy J. Pagliara in 2000 and they are a subsidiary of CapWealth Group LLC. CapWealth Advisors provides investment advice to individuals, high net-worth individuals, trusts, estates and charitable organizations. | Fondateur | 01/01/2000 |
Anciens postes connus de Tim Pagliara
| Sociétés | Poste | Fin |
|---|---|---|
J.J.B. Hilliard, W.L. Lyons LLC
 J.J.B. Hilliard, W.L. Lyons LLC Investment Banks/BrokersFinance J.J.B. Hilliard, W.L. Lyons LLC is a broker/dealer headquartered in Louisville, Kentucky. The firm is a subsidiary of HL Financial Services LLC. They provide a full array of investment services. J.J.B. Hilliard specializes in a variety of industries including banks, REITs, technology, healthcare, pharmaceuticals, specialty chemicals, utilities, telecommunications providers, entertainment and leisure. The firm focuses on companies that provide niche products or services not easily duplicated. The companies they recommend must exhibit a combination of attributes including high returns on assets and equity, reliable earnings that are growing and manageable debt. J.J.B. Hilliard also prefers companies that generate excess cash. Through its predecessors, the firm's origins can be traced to 1854. In 1965, J.J.B. Hilliard & Son and W.L. Lyons and Co. combined to become J.J.B. Hilliard, W.L. Lyons. In 1972, Hilliard Lyons exchanged its traditional partnership form of business for a corporation model. Then, in 1998, Hilliard Lyons was acquired by PNC Financial Services GroupI. In 2008, ownership of Hilliard Lyons was transitioned from PNC Financial Services Group to joint ownership by Hilliard Lyons’ own employees and Houchens Industries, Inc. of Bowling Green, Kentucky, a diversified, employee-owned company. | Corporate Officer/Principal | 31/12/1999 |
Edward D. Jones & Co. LP (Investment Management)
 Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Corporate Officer/Principal | 31/05/1989 |
Formation de Tim Pagliara
| University of Pennsylvania | Graduate Degree |
| St. Louis 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 |
|---|---|
J.J.B. Hilliard, W.L. Lyons LLC
J.J.B. Hilliard, W.L. Lyons LLC Investment Banks/BrokersFinance J.J.B. Hilliard, W.L. Lyons LLC is a broker/dealer headquartered in Louisville, Kentucky. The firm is a subsidiary of HL Financial Services LLC. They provide a full array of investment services. J.J.B. Hilliard specializes in a variety of industries including banks, REITs, technology, healthcare, pharmaceuticals, specialty chemicals, utilities, telecommunications providers, entertainment and leisure. The firm focuses on companies that provide niche products or services not easily duplicated. The companies they recommend must exhibit a combination of attributes including high returns on assets and equity, reliable earnings that are growing and manageable debt. J.J.B. Hilliard also prefers companies that generate excess cash. Through its predecessors, the firm's origins can be traced to 1854. In 1965, J.J.B. Hilliard & Son and W.L. Lyons and Co. combined to become J.J.B. Hilliard, W.L. Lyons. In 1972, Hilliard Lyons exchanged its traditional partnership form of business for a corporation model. Then, in 1998, Hilliard Lyons was acquired by PNC Financial Services GroupI. In 2008, ownership of Hilliard Lyons was transitioned from PNC Financial Services Group to joint ownership by Hilliard Lyons’ own employees and Houchens Industries, Inc. of Bowling Green, Kentucky, a diversified, employee-owned company. | Finance |
Edward D. Jones & Co. LP (Investment Management)
Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Finance |
CapWealth Advisors LLC
CapWealth Advisors LLC Investment ManagersFinance CapWealth Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in Franklin, Tennessee. The firm was founded by Timothy J. Pagliara in 2000 and they are a subsidiary of CapWealth Group LLC. CapWealth Advisors provides investment advice to individuals, high net-worth individuals, trusts, estates and charitable organizations. | Finance |
