Profiel
Mr. Timothy L.
Volkinburg, CFA, is a Portfolio Manager at Sattell, Johnson, Appel Financial Advisory LLC.
He began his career at the firm in August 2016.
Mr. Volkinburg was previously employed by Wells Fargo Bank, NA (Private Banking), Harris Investor Services, Inc., and Raymond James Financial Services Advisors, Inc.
He received a Bachelor of Arts degree in Marketing from Michigan State University in 1979 and a Masters of Business Administration degree from the University of Wisconsin-Madison in 1980.
Eerdere bekende functies van Tim Van Volkinburg
Bedrijven | Functie | Einde |
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Wells Fargo Bank, NA (Private Banking)
Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Corporate Officer/Principal | 01-07-2016 |
Harris Investor Services, Inc.
Harris Investor Services, Inc. Investment Banks/BrokersFinance Harris Investor Services, Inc. is a broker/dealer headquartered in Chicago. The firm is a subsidiary of Harris Bankcorp., Inc. and their ultimate parent is Bank of Montreal (NYSE: BMO). Harris Investor Services provides a full array of trading and execution services for their clients. They do not provide any internal research. | Corporate Officer/Principal | 01-05-2010 |
Raymond James Financial Services Advisors, Inc.
Raymond James Financial Services Advisors, Inc. Investment ManagersFinance Raymond James Financial Services Advisors, Inc. (RJFSA) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 2009 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJFSA provides advisory services to individuals, IRAs, banks and thrift institutions, trusts, estates, charitable organizations, state and municipal government entities, pension and profit-sharing plans, including plans subject to ERISA, corporations and other business entities. | Corporate Officer/Principal | 01-09-2008 |
Broadview Financial Management LLC
Broadview Financial Management LLC Investment ManagersFinance Broadview Financial Management LLC (Broadview) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wauwatosa, Wisconsin. The firm changed their name from SJA Financial Advisory LLC to Broadview Financial Management LLC in 2022. Broadview provides fee-only personal financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Tim Van Volkinburg
Michigan State University | Undergraduate Degree |
University of Wisconsin | Masters Business Admin |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven in privébezit | 4 |
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Harris Investor Services, Inc.
Harris Investor Services, Inc. Investment Banks/BrokersFinance Harris Investor Services, Inc. is a broker/dealer headquartered in Chicago. The firm is a subsidiary of Harris Bankcorp., Inc. and their ultimate parent is Bank of Montreal (NYSE: BMO). Harris Investor Services provides a full array of trading and execution services for their clients. They do not provide any internal research. | Finance |
Broadview Financial Management LLC
Broadview Financial Management LLC Investment ManagersFinance Broadview Financial Management LLC (Broadview) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wauwatosa, Wisconsin. The firm changed their name from SJA Financial Advisory LLC to Broadview Financial Management LLC in 2022. Broadview provides fee-only personal financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
Wells Fargo Bank, NA (Private Banking)
Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Finance |
Raymond James Financial Services Advisors, Inc.
Raymond James Financial Services Advisors, Inc. Investment ManagersFinance Raymond James Financial Services Advisors, Inc. (RJFSA) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 2009 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJFSA provides advisory services to individuals, IRAs, banks and thrift institutions, trusts, estates, charitable organizations, state and municipal government entities, pension and profit-sharing plans, including plans subject to ERISA, corporations and other business entities. | Finance |