Perfil
Mr. Timothy E.
Malisa is a Vice President, Director of Portfolio Management & Trading at Spinnaker Trust.
He is responsible for managing the trading for all global investment strategies as well as working with relationship managers to develop and maintain appropriate risk-reward allocations based on clients' objectives.
He is also a member of the Investment Committee at Spinnaker.
Prior to joining Spinnaker, Mr. Malisa worked as a Trust Operations Associate at Eastern Wealth Management.
He began his career at Standard Retirement Services, Inc. as a Trading Specialist.
Mr. Malisa received his undergraduate degree from St. Lawrence University.
Antiguos cargos conocidos de Tim Malisa.
Empresas | Cargo | Fin |
---|---|---|
Spinnaker Trust
Spinnaker Trust Investment ManagersFinance Spinnaker Trust is a trust management firm headquartered in Portland, Maine. The firm was founded in 1970 and formerly known as Ram Trust Services, Inc. Spinnaker Trust offers multiple strategies ranging from broadly based, diversified portfolios built with low-cost Exchange Traded Funds (ETFs) to single stock and bond portfolios, to alternative assets managed both by Spinnaker Trust and third party managers selected and monitored by them. | Trading-Equity | 01/07/2022 |
Spinnaker Trust (Old)
Spinnaker Trust (Old) Investment ManagersFinance Spinnaker Trust is an investment advisor located in Portland, Maine. | Gestor de Cartera-Acciones | 31/08/2012 |
Formación de Tim Malisa.
St. Lawrence University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
Empresas privadas | 2 |
---|---|
Spinnaker Trust (Old)
Spinnaker Trust (Old) Investment ManagersFinance Spinnaker Trust is an investment advisor located in Portland, Maine. | Finance |
Spinnaker Trust
Spinnaker Trust Investment ManagersFinance Spinnaker Trust is a trust management firm headquartered in Portland, Maine. The firm was founded in 1970 and formerly known as Ram Trust Services, Inc. Spinnaker Trust offers multiple strategies ranging from broadly based, diversified portfolios built with low-cost Exchange Traded Funds (ETFs) to single stock and bond portfolios, to alternative assets managed both by Spinnaker Trust and third party managers selected and monitored by them. | Finance |
- Bolsa de valores
- Insiders
- Tim Malisa