T. Lee Sherbakoff
Portefeuillebeheerder-Aandelen bij The Nalls Sherbakoff Group LLC
Profiel
Mr. Thomas L.
Sherbakoff, CPA, is a Principal & Financial Planner at The Nalls Sherbakoff Group LLC.
He specializes in creating and executing financial plans and retirement income planning that lead to sustainable long-term, real life returns in order to meet his clients’ deepest and most important financial goals and objectives.
His investment style includes individually designed wealth and investment management strategies using appropriately allocated, well-diversified portfolios.
His passion is helping his clients to maintain a faithful, patient, and disciplined approach to investing.
Mr. Sherbakoff worked in the investment industry for many years, with a hiatus taken from 2008-2012, when he was on active duty with the U.S Army.
Before being activated, he served as vice president with a local trust company.
After retiring from the U.S Army Reserves, he joined Patriot Investment Management and then helped formed The Nalls Sherbakoff Group, LLC in 2014.
He received his BS (with honors), Finance from the University of Tennessee and a Masters of Strategic Studies from U.S.
Army War College.
Actieve functies van T. Lee Sherbakoff
| Bedrijven | Functie | Begin |
|---|---|---|
The Nalls Sherbakoff Group LLC
 The Nalls Sherbakoff Group LLC Investment ManagersFinance The Nalls Sherbakoff Group LLC (TNSG) is an independent SEC-registered asset management firm headquartered in Knoxville, Tennessee. The firm was founded in 2012 by Donald Nalls, Jr. TNSG offers discretionary and non-discretionary portfolio management services as well as financial planning and pension consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Portefeuillebeheerder-Aandelen | 01-01-2014 |
Eerdere bekende functies van T. Lee Sherbakoff
| Bedrijven | Functie | Einde |
|---|---|---|
Tennessee Society of Certified Public Accountants
 Tennessee Society of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The Tennessee Society of Certified Public Accountants (TSCPA) is the state professional organization for certified public accountants. The society's membership is comprised of members in industry, government, business, education and public accounting. It acts on behalf of its members and provides support, enabling its members to perform quality professional services while serving the public interest. The company was founded in 1924 and is located in Brentwood, TN. | Corporate Officer/Principal | - |
Patriot Investment Management Group, Inc.
 Patriot Investment Management Group, Inc. Investment ManagersFinance Patriot Investment Management Group, Inc. (PIMG) is an independent, SEC-registered investment advisor headquartered in Knoxville, Tennessee. The firm was founded by Bradley Bower in 1993. PIMG offers discretionary and non-discretionary portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities in Knoxville and the surrounding areas. | Portefeuillebeheerder-Aandelen | - |
Opleiding van T. Lee Sherbakoff
| University of Tennessee | Undergraduate Degree |
| U.S. Army War College | Graduate Degree |
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| Bedrijven in privébezit | 3 |
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Patriot Investment Management Group, Inc.
Patriot Investment Management Group, Inc. Investment ManagersFinance Patriot Investment Management Group, Inc. (PIMG) is an independent, SEC-registered investment advisor headquartered in Knoxville, Tennessee. The firm was founded by Bradley Bower in 1993. PIMG offers discretionary and non-discretionary portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities in Knoxville and the surrounding areas. | Finance |
Tennessee Society of Certified Public Accountants
Tennessee Society of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The Tennessee Society of Certified Public Accountants (TSCPA) is the state professional organization for certified public accountants. The society's membership is comprised of members in industry, government, business, education and public accounting. It acts on behalf of its members and provides support, enabling its members to perform quality professional services while serving the public interest. The company was founded in 1924 and is located in Brentwood, TN. | Commercial Services |
The Nalls Sherbakoff Group LLC
The Nalls Sherbakoff Group LLC Investment ManagersFinance The Nalls Sherbakoff Group LLC (TNSG) is an independent SEC-registered asset management firm headquartered in Knoxville, Tennessee. The firm was founded in 2012 by Donald Nalls, Jr. TNSG offers discretionary and non-discretionary portfolio management services as well as financial planning and pension consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
