Profiel
Thomas Kessinger Rathmell Wilson worked as a Senior Vice President & Head of Wealth Advisory at Brinker Capital, Inc. from 2018 to 2020.
Prior to that, he worked as a Vice President at Davidson Capital Management, Inc. He then worked as a Senior Vice President & Head of Wealth Advisory at Brinker Capital Investments LLC from 2020 to 2022.
Wilson received his undergraduate degree from James Madison University.
Eerdere bekende functies van Tom Wilson
| Bedrijven | Functie | Einde |
|---|---|---|
Brinker Capital Investments LLC
 Brinker Capital Investments LLC Investment ManagersFinance Brinker Capital Investments LLC (Brinker) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Noreen Beaman in 1989 as CLS Investments LLC. They are a subsidiary of Orion Advisor Solutions, Inc., ultimately held by GT Polaris Holdings LP. Brinker provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable institutions and other business entities. | Portefeuillebeheerder-Aandelen | 31-12-2022 |
Brinker Capital, Inc.
 Brinker Capital, Inc. Investment ManagersFinance Brinker Capital, Inc. is a SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 1987 by Charles Widger and Noreen Beaman. They are a subsidiary of Brinker Capital Holdings, Inc. Brinker Capital provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable institutions and other business entities. | Portefeuillebeheerder-Aandelen | 01-10-2020 |
Davidson Capital Management, Inc.
 Davidson Capital Management, Inc. Investment ManagersFinance Davidson Capital Management, Inc. (DCM) is an independent, SEC-registered investment advisor headquartered in Corpus Christi Texas. The firm was founded by John Davidson in 1989. DCM provides investment management and retirement planning for individuals, businesses and endowments. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Tom Wilson
| James Madison University | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
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Brinker Capital, Inc.
Brinker Capital, Inc. Investment ManagersFinance Brinker Capital, Inc. is a SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 1987 by Charles Widger and Noreen Beaman. They are a subsidiary of Brinker Capital Holdings, Inc. Brinker Capital provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable institutions and other business entities. | Finance |
Davidson Capital Management, Inc.
Davidson Capital Management, Inc. Investment ManagersFinance Davidson Capital Management, Inc. (DCM) is an independent, SEC-registered investment advisor headquartered in Corpus Christi Texas. The firm was founded by John Davidson in 1989. DCM provides investment management and retirement planning for individuals, businesses and endowments. | Finance |
Brinker Capital Investments LLC
Brinker Capital Investments LLC Investment ManagersFinance Brinker Capital Investments LLC (Brinker) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Noreen Beaman in 1989 as CLS Investments LLC. They are a subsidiary of Orion Advisor Solutions, Inc., ultimately held by GT Polaris Holdings LP. Brinker provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable institutions and other business entities. | Finance |
