Lisa Lee Tomlinson
Geen lopende functies
Profiel
Ms. Lisa Tomlinson is a Portfolio Manager at Towneley Capital Management, Inc. She has been with firm since 1987.
She is accumulating substantial experience serving non-profit institutional clients and working with third party trustees and trust protectors.
She is a member of the Financial Planning Association and is active in its Orange County Chapter.
Ms. Tomlinson earned her B.A.
from the University of California, Los Angeles.
A Certified Financial Planner for over two decades.
Eerdere bekende functies van Lisa Lee Tomlinson
| Bedrijven | Functie | Einde |
|---|---|---|
Towneley Capital Management, Inc.
 Towneley Capital Management, Inc. Investment ManagersFinance Towneley Capital Management, Inc. (Towneley) is a SEC-registered investment advisor headquartered in Laguna Hills, California. The firm was founded by Wesley G. McCain in 1971 and is owned by TCM Employee Stock Ownership Trust. Towneley provides investment counseling, asset management, and financial planning services on a fee-only basis to individual and institutional clients. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Lisa Lee Tomlinson
| University of California, Los Angeles | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Towneley Capital Management, Inc.
Towneley Capital Management, Inc. Investment ManagersFinance Towneley Capital Management, Inc. (Towneley) is a SEC-registered investment advisor headquartered in Laguna Hills, California. The firm was founded by Wesley G. McCain in 1971 and is owned by TCM Employee Stock Ownership Trust. Towneley provides investment counseling, asset management, and financial planning services on a fee-only basis to individual and institutional clients. | Finance |
