Tim Newell active positions
| Companies | Position | Start | End |
|---|---|---|---|
Harvest Investment Services LLC
 Harvest Investment Services LLC Investment ManagersFinance Harvest Investment Services LLC (Harvest Investments) is a SEC-registered investment advisor headquartered in Oakbrook Terrace, Illinois. The firm was founded in 2011 and is principally owned by Harvest Financial Planning LLC. Harvest Investments offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities, and other registered investment advisers. The firm also provides investment advisory services to collective investment trusts for their affiliated investment adviser, Envoy Advisory, Inc. for pension and profit-sharing plans. | Chief Executive Officer | 30/11/2011 | - |
| Portfolio Manager-Equities | 30/11/2011 | - | |
| President | 30/11/2011 | - |
Career history of Tim Newell
Former positions of Tim Newell
| Companies | Position | Start | End |
|---|---|---|---|
Concourse Financial Group Securities, Inc.
 Concourse Financial Group Securities, Inc. Investment ManagersFinance Concourse Financial Group Securities, Inc., dba Concourse Financial Group Advisors (Concourse), is a dually-registered investment adviser and broker-dealer headquartered in Birmingham, Alabama. The firm was founded in 1985 and formerly known as Protective Equity Services, Inc. and as ProEquities, Inc. They are a wholly-owned subsidiary of Protective Life Corp., which in wholly owned by Dai-ichi Life Holdings, Inc. (TSE: 8750) in Japan. Concourse serves as the sponsor of, and in some cases as a portfolio manager for, wrap fee investment programs. | Corporate Officer/Principal | 30/06/1997 | 31/05/2018 |
Statistics
International
| United States | 3 |
Operational
| Chief Executive Officer | 1 |
| Portfolio Manager-Equities | 1 |
| President | 1 |
Sectoral
| Finance | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Harvest Investment Services LLC
Harvest Investment Services LLC Investment ManagersFinance Harvest Investment Services LLC (Harvest Investments) is a SEC-registered investment advisor headquartered in Oakbrook Terrace, Illinois. The firm was founded in 2011 and is principally owned by Harvest Financial Planning LLC. Harvest Investments offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities, and other registered investment advisers. The firm also provides investment advisory services to collective investment trusts for their affiliated investment adviser, Envoy Advisory, Inc. for pension and profit-sharing plans. | Finance |
Concourse Financial Group Securities, Inc.
Concourse Financial Group Securities, Inc. Investment ManagersFinance Concourse Financial Group Securities, Inc., dba Concourse Financial Group Advisors (Concourse), is a dually-registered investment adviser and broker-dealer headquartered in Birmingham, Alabama. The firm was founded in 1985 and formerly known as Protective Equity Services, Inc. and as ProEquities, Inc. They are a wholly-owned subsidiary of Protective Life Corp., which in wholly owned by Dai-ichi Life Holdings, Inc. (TSE: 8750) in Japan. Concourse serves as the sponsor of, and in some cases as a portfolio manager for, wrap fee investment programs. | Finance |
- Stock Market
- Insiders
- Tim Newell
- Experience
