Tim Landolt
Director de Operaciones en Global Alternative Investment Management LLC .
Perfil
As Director of Institutional Services, Tim Landolt is actively involved in the client portfolio research and review process for EWM.
He also directs portfolio model changes with our asset management and custodial partners and is involved with the firm’s retirement plan development and servicing activities.
Tim is also responsible for guiding many of the operating functions of the firm’s affilate, ETF Model Solutions™, including coordinating underlying ETF research activities, conducting model rebalancing and trading, marketing development, compliance, operations, and a resource contact for advisors and clients of the firm.
Tim brings an extensive background in the investment management and financial services industry to the Firm.
Prior to joining the firm, Tim previously managed nearly all business functions for an SEC-registered ETF model management firm, including ongoing research and analysis of tactical asset allocation strategies, model trading, operations, compliance, performance reporting, and marketing collateral and web content development during his 6+ year tenure.
Tim previously held roles as a portfolio manager and research analyst.
Tim also worked at William O’Neil+Co., in Los Angeles, CA, where he served in various capacities, including fundamental research, institutional marketing, and National Sales Manager for the firm’s $300 million mutual fund.
Tim has been quoted in national business publications and has appeared on CNBC.
Tim earned his Bachelor’s Degree in Business from the University of Wisconsin-Oshkosh.
Tim earned his MBA from Loyola Marymount University in Los Angeles, CA, and is a member of Beta Gamma Sigma National Honor Society.
Cargos activos de Tim Landolt
Empresas | Cargo | Inicio |
---|---|---|
Global Alternative Investment Management LLC | Director de Operaciones | 01/06/2021 |
ETF Model Solutions LLC
ETF Model Solutions LLC Investment ManagersFinance ETF Model Solutions LLC provides investment advice for advisers, institutions, retirement plans and individual investors. The firm offers ETF-based diversified target-risk models and asset class models for use by investment advisers and retirement plans. It also provides digital investment services to individual investors through the website. The company is headquartered in Appleton, WI. | Inversor de Capital Privado | 01/02/2014 |
Endowment Wealth Management, Inc.
Endowment Wealth Management, Inc. Investment ManagersFinance Endowment Wealth Management Inc (Endowment Wealth Management) is an private equity/venture capital firm founded in 1996. The firm is headquartered in Appleton, Wisconsin. | Inversor de Capital Privado | 01/02/2014 |
Formación de Tim Landolt.
Loyola Marymount University | Masters Business Admin |
University of Wisconsin Oshkosh | Undergraduate Degree |
Experiencias
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
Empresas privadas | 3 |
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Endowment Wealth Management, Inc.
Endowment Wealth Management, Inc. Investment ManagersFinance Endowment Wealth Management Inc (Endowment Wealth Management) is an private equity/venture capital firm founded in 1996. The firm is headquartered in Appleton, Wisconsin. | Finance |
ETF Model Solutions LLC
ETF Model Solutions LLC Investment ManagersFinance ETF Model Solutions LLC provides investment advice for advisers, institutions, retirement plans and individual investors. The firm offers ETF-based diversified target-risk models and asset class models for use by investment advisers and retirement plans. It also provides digital investment services to individual investors through the website. The company is headquartered in Appleton, WI. | Finance |
Global Alternative Investment Management LLC |
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