Tim Stobaugh
Private Equity Investor bij Tolleson Wealth Management (Private Equity)
Profiel
Mr. Timothy M.
Stobaugh, CFA, is a Portfolio Strategist & Director at Tolleson Private Wealth Management LP and a Director at Tolleson Wealth Management (Private Equity).
He serves as a client advisor, working closely with clients on all investment-related matters, including coordinating portfolio allocation strategy and implementation.
Prior to moving over to the Client Advisory Team, he spent seven years at Tolleson Wealth Management as a Director on the Investment Team.
His responsibilities included assisting with the execution of the firm’s investment research process, asset allocation, manager selection/retention, and overall portfolio management.
Prior to joining Tolleson Wealth Management, he spent nine years as a portfolio manager of equity-focused investment partnerships.
In his capacity, he was responsible for all aspects of due diligence, security selection, portfolio management, risk management and trading activities.
He co-founded and was managing partner of Greenstone Value Opportunity Fund, LP, and was a portfolio manager for Crescent Special Situations Fund, LP.
Prior to his investment management experience, he spent 11 years as an investment banker at Stonegate Securities, Inc., where he assisted public companies in raising capital through the debt and equity capital markets.
He graduated cum laude from Trinity University, where he earned a Bachelor of Science in Business Administration with a concentration in Finance.
He is registered as a Chartered Financial Analyst.
Actieve functies van Tim Stobaugh
| Bedrijven | Functie | Begin |
|---|---|---|
Tolleson Wealth Management (Private Equity)
 Tolleson Wealth Management (Private Equity) Investment ManagersFinance Tolleson Wealth Management is a Private Equity/Venture Capital firm subsidiary of Tolleson Wealth Management, Inc. The firm is headquartered in Dallas, Texas. | Private Equity Investor | 01-01-2013 |
Tolleson Private Wealth Management LP
 Tolleson Private Wealth Management LP Investment ManagersFinance Tolleson Private Wealth Management LP (TPWM) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2000 and is a wholly-owned subsidiary of Tolleson Wealth Management of Delaware, Inc., ultimately owned by Tolleson Wealth Management, Inc. TPWM provides investment advisory services to high net-worth individuals, estates, trusts, foundations, the Funds, trust accounts at Tolleson Private Bank and National Philanthropic Trust. | Marktstrateeg | 01-03-2020 |
Eerdere bekende functies van Tim Stobaugh
| Bedrijven | Functie | Einde |
|---|---|---|
Greenstone Capital Management Partners LP
 Greenstone Capital Management Partners LP Investment ManagersFinance Greenstone Capital Management Partners LP (GCMP) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Dallas, Texas. The firm was founded in 2008 by Tim Stobaugh and Chris White. GCMP provides investment advice to private pooled investment entities (hedge funds), as well as to a limited number of separately-managed individual accounts. | Oprichter | 01-03-2013 |
Stonegate Capital Markets, Inc
 Stonegate Capital Markets, Inc Investment Banks/BrokersFinance Founded in 1972, Stonegate Securities, Inc. is a broker/dealer located in Dallas, Texas. The firm specializes in raising capital and moving large blocks of stock for companies with market-caps of $25 million to $500 million. They focus particularly on high-quality, undervalued companies in high-growth industries that have low institutional ownership and little or no following among Wall Street analysts. Stonegate Securities seeks to connect small-cap companies with long-term, fundamental institutional investors. The firm is a member of the NASD and the SIPC. | Corporate Officer/Principal | 01-03-2004 |
Opleiding van Tim Stobaugh
| Trinity University | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
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Stonegate Capital Markets, Inc
Stonegate Capital Markets, Inc Investment Banks/BrokersFinance Founded in 1972, Stonegate Securities, Inc. is a broker/dealer located in Dallas, Texas. The firm specializes in raising capital and moving large blocks of stock for companies with market-caps of $25 million to $500 million. They focus particularly on high-quality, undervalued companies in high-growth industries that have low institutional ownership and little or no following among Wall Street analysts. Stonegate Securities seeks to connect small-cap companies with long-term, fundamental institutional investors. The firm is a member of the NASD and the SIPC. | Finance |
Greenstone Capital Management Partners LP
Greenstone Capital Management Partners LP Investment ManagersFinance Greenstone Capital Management Partners LP (GCMP) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Dallas, Texas. The firm was founded in 2008 by Tim Stobaugh and Chris White. GCMP provides investment advice to private pooled investment entities (hedge funds), as well as to a limited number of separately-managed individual accounts. | Finance |
Tolleson Private Wealth Management LP
Tolleson Private Wealth Management LP Investment ManagersFinance Tolleson Private Wealth Management LP (TPWM) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2000 and is a wholly-owned subsidiary of Tolleson Wealth Management of Delaware, Inc., ultimately owned by Tolleson Wealth Management, Inc. TPWM provides investment advisory services to high net-worth individuals, estates, trusts, foundations, the Funds, trust accounts at Tolleson Private Bank and National Philanthropic Trust. | Finance |
Tolleson Wealth Management (Private Equity)
Tolleson Wealth Management (Private Equity) Investment ManagersFinance Tolleson Wealth Management is a Private Equity/Venture Capital firm subsidiary of Tolleson Wealth Management, Inc. The firm is headquartered in Dallas, Texas. | Finance |
