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Profil
Mr. Timothy M.
Piasecki is a President & Chief Tax Advisor at WFA Asset Management Corp.
Mr. Piasecki oversees WFA’s Tax Department operations, and provides tax and financial planning services to individual clients.
In addition, he serves on our Investment Management Committee, providing insight on current technologies and the resources available in the management of client’s investments.
Mr. Piasecki received his BA in Business Administration in 1999 from Cardinal Stritch University in Glendale, Wisconsin.
Tidigare kända positioner av Tim Piasecki
| Företag | Position | Slut |
|---|---|---|
WFA Asset Management Corp.
 WFA Asset Management Corp. Investment ManagersFinance WFA seeks to identify its client’s risk tolerance, and then design a portfolio that maximizes expected return for that level of risk. The firm believes that long-term investment success depends on an investment plan that allocates investments efficiently among various classifications of stock and bond mutual funds, as well as Exchange Traded Funds (ETFs). Their investment philosophy applies Asset Allocation and Modern Portfolio Theory (MPT). | Medlem av Investeringskommittén | 2017-04-29 |
Tim Piaseckis utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
7
Första gradens relationer
2
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 2 |
|---|---|
WFA Asset Management Corp.
WFA Asset Management Corp. Investment ManagersFinance WFA seeks to identify its client’s risk tolerance, and then design a portfolio that maximizes expected return for that level of risk. The firm believes that long-term investment success depends on an investment plan that allocates investments efficiently among various classifications of stock and bond mutual funds, as well as Exchange Traded Funds (ETFs). Their investment philosophy applies Asset Allocation and Modern Portfolio Theory (MPT). | Finance |
Cardinal Stritch College
 Cardinal Stritch College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
