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Walker Lee Abney
Director Ejecutivo en
Tilia Fiduciary Partners, Inc.
.
Perfil
Mr. Walker L.
Abney is a Managing Director at Tilia Fiduciary Partners, Inc. and a Chairman at Historic Wilmington Foundation.
He is the co-founder of Tilia Fiduciary Partners.
His core duties include investment research and portfolio management, as well as advising clients on investment planning.
Prior to Tilia, he guided clients as a Financial Advisor at Wells Fargo Advisors.
Mr. Abney holds a M.S.
in Finance & Investment Management from the University of North Carolina at Wilmington and a B.S.B.A. in Finance & Banking from Appalachian State University.
He earned the Certified Financial Planner designation in 2009.
Cargos activos de Walker Lee Abney
| Empresas | Cargo | Inicio |
|---|---|---|
Historic Wilmington Foundation
 Historic Wilmington Foundation Miscellaneous Commercial ServicesCommercial Services Operates as a nonprofit organization that dedicated to preserving historic buildings and cultural heritage | Presidente | - |
Tilia Fiduciary Partners, Inc.
 Tilia Fiduciary Partners, Inc. Investment ManagersFinance TFP primarily invest in ETFs, common stock, mutual funds, and individual bonds (corporate, municipal, treasury, foreign). The firm uses third party research and do analysis of companies and sectors based on company financials, industry trends, business cycle, and economic analysis. Their Investment Policy Committee meets twice monthly to review macro investment trends and individual securities managed by the firm. Mutual funds and ETFs are generally evaluated and selected based on a variety of factors, including, without limitation, past performance, fee structure, portfolio manager, fund sponsor, overall ratings for safety and returns, and other factors. | Director Ejecutivo | 01/01/2011 |
Formación de Walker Lee Abney.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
33
Relaciones de 1er grado
4
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
Appalachian State University
 Appalachian State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of North Carolina at Wilmington
 The University of North Carolina at Wilmington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Historic Wilmington Foundation
Historic Wilmington Foundation Miscellaneous Commercial ServicesCommercial Services Operates as a nonprofit organization that dedicated to preserving historic buildings and cultural heritage | Commercial Services |
Tilia Fiduciary Partners, Inc.
Tilia Fiduciary Partners, Inc. Investment ManagersFinance TFP primarily invest in ETFs, common stock, mutual funds, and individual bonds (corporate, municipal, treasury, foreign). The firm uses third party research and do analysis of companies and sectors based on company financials, industry trends, business cycle, and economic analysis. Their Investment Policy Committee meets twice monthly to review macro investment trends and individual securities managed by the firm. Mutual funds and ETFs are generally evaluated and selected based on a variety of factors, including, without limitation, past performance, fee structure, portfolio manager, fund sponsor, overall ratings for safety and returns, and other factors. | Finance |
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