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Career history of Tim Thomas
Former positions of Tim Thomas
Companies | Position | Start | End |
---|---|---|---|
Threshold Group LLC
![]() Threshold Group LLC Investment ManagersFinance Founded in 1999, Threshold Group LLC is a wealth management firm and registered investment advisor located in Gig Harbor, Washington. The firm is primarily owned by RT Management LLC, which is primarily owned by the 2006 Threshold Return of Capital Trust. Threshold Group provides investment advisory services to ultra high net-worth families, especially large, complex, multigenerational families; large family foundations; and high net-worth individuals and families. | Corporate Officer/Principal | 28/02/2007 | 30/04/2008 |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - | - |
Badgley, Phelps & Bell, Inc.
![]() Badgley, Phelps & Bell, Inc. Investment ManagersFinance Badgley, Phelps and Bell, Inc. is an independent wealth management firm and registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1966 and does business as Badgley Phelps Wealth Managers (BPWM). BPWM provides personalized wealth and investment management services to individuals and families, and investment management services to corporations, retirement plans, endowments and foundations. | Analyst-Equity | 31/05/2008 | - |
Director of Research - Equity | 31/05/2008 | - | |
Portfolio Manager-Equities | 31/05/2008 | - |
Training of Tim Thomas
University of Washington | Masters Business Admin |
Miami University | Undergraduate Degree |
Statistics
International
United States | 6 |
Operational
Corporate Officer/Principal | 2 |
Analyst-Equity | 1 |
Director of Research - Equity | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Listed companies | 1 |
---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
Private companies | 2 |
---|---|
Badgley, Phelps & Bell, Inc.
![]() Badgley, Phelps & Bell, Inc. Investment ManagersFinance Badgley, Phelps and Bell, Inc. is an independent wealth management firm and registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1966 and does business as Badgley Phelps Wealth Managers (BPWM). BPWM provides personalized wealth and investment management services to individuals and families, and investment management services to corporations, retirement plans, endowments and foundations. | Finance |
Threshold Group LLC
![]() Threshold Group LLC Investment ManagersFinance Founded in 1999, Threshold Group LLC is a wealth management firm and registered investment advisor located in Gig Harbor, Washington. The firm is primarily owned by RT Management LLC, which is primarily owned by the 2006 Threshold Return of Capital Trust. Threshold Group provides investment advisory services to ultra high net-worth families, especially large, complex, multigenerational families; large family foundations; and high net-worth individuals and families. | Finance |
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