Tim Slattery
Directeur en chef des Investissements chez Heritage Investment Group, Inc.
Profil
Dr. Timothy G.
Slattery is a Chief Investment Officer & Partner at Heritage Investment Group, Inc. As Chief Investment Officer of the firm, his duties include research, investment strategy, and wealth management.
His career in the financial services industry began in fixed income investment banking at Smith Barney, and after earning his MBA, he was a Vice President of institutional equity sales and trading at Raymond James.
Mr. Slattery holds a bachelor’s degree in finance with high honors from the University of Florida, an MBA from the University of Chicago, and a PhD in philosophy from the University of South Florida.
Postes actifs de Tim Slattery
Sociétés | Poste | Début |
---|---|---|
Heritage Investment Group, Inc.
Heritage Investment Group, Inc. Investment ManagersFinance Heritage Investment Group, Inc. (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pompano Beach, Florida. The firm was founded in 1993 by Frederick R. MacLean, Jr. Heritage provides wealth management and investment guidance to high-net-worth individuals, families, charitable foundations and qualified plans. | Directeur en chef des Investissements | 01/01/2004 |
Formation de Tim Slattery
University of Florida | Undergraduate Degree |
The University of Chicago | Masters Business Admin |
University of South Florida | Doctorate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 1 |
---|---|
Heritage Investment Group, Inc.
Heritage Investment Group, Inc. Investment ManagersFinance Heritage Investment Group, Inc. (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pompano Beach, Florida. The firm was founded in 1993 by Frederick R. MacLean, Jr. Heritage provides wealth management and investment guidance to high-net-worth individuals, families, charitable foundations and qualified plans. | Finance |