Tim O'Malley
Directeur/Bestuurslid bij Robert W. Baird & Co., Inc. (Private Banking)
Profiel
Mr. Timothy S.
O'Malley is a Director at Robert W.
Baird & Co., Inc. He and his team focus on wealth enhancement, transfer and protection, as well as charitable planning for their clients.
As a CFP practitioner, he is knowledgeable in all areas of financial planning, including tax concerns, insurance, retirement planning and estate planning service.
Mr. O'Malley graduated with a bachelor's degree from Drake University.
He completed the Baird-sponsored Senior Investment Consultant program at the University of Chicago.
Actieve functies van Tim O'Malley
| Bedrijven | Functie | Begin |
|---|---|---|
Robert W. Baird & Co., Inc. (Private Banking)
 Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Directeur/Bestuurslid | 01-10-1989 |
Opleiding van Tim O'Malley
| Drake University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
|---|---|
Robert W. Baird & Co., Inc. (Private Banking)
Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Finance |
