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Profil
Timothy Rock O'Brien worked as the Director of Research & Portfolio Manager at Wisconsin Capital Management LLC from 2010 to 2012.
He then worked as a Principal at SVA Wealth Management LLC from 2018 to 2021.
O'Brien received his undergraduate degree from the University of Notre Dame, his MBA from The University of Chicago, and a graduate degree from Webster University.
Ehemalige bekannte Positionen von Tim O'Brien
Unternehmen | Position | Ende |
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SVA Wealth Management LLC
![]() SVA Wealth Management LLC Investment ManagersFinance SVA Wealth Management LLC (SVA WM) is an investment advisory firm headquartered in Madison, Wisconsin. They are owned by SVA Financial Group LLC, which is a subsidiary of Diversified Services of Wisconsin, Inc. The firm was originally founded as SVA Planners, Inc. in 1987 and became known as SVA Wealth Management, Inc. in January 2007. In 2011, SVA Wealth Management, Inc. reorganized and changed its name to SVA Plumb Wealth Management LLC and subsequently became SVA Wealth Management LLC in 2019. SVA WM provides investment management, financial planning, retirement plan and consulting services to individuals, high net-worth individuals, banking and/or thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Direktor der Forschung - Eigenkapital | 13.01.2021 |
Wisconsin Capital Management LLC
![]() Wisconsin Capital Management LLC Investment ManagersFinance Wisconsin Capital Management LLC (WisCap) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. Formerly known as Thompson, Plumb & Associates, Inc., the firm was founded in 1984 and is principally owned by TGP, Inc. WisCap provides investment management services to individuals, high-net worth individuals, and registered mutual funds. The firm also offers model portfolio services to financial institutions. | Analyst-Equity | - |
Ausbildung von Tim O'Brien
University of Notre Dame | Undergraduate Degree |
The University of Chicago | Masters Business Admin |
Webster University | Graduate Degree |
Erfahrungen
Besetzte Positionen
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Private Unternehmen
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Private Unternehmen | 2 |
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Wisconsin Capital Management LLC
![]() Wisconsin Capital Management LLC Investment ManagersFinance Wisconsin Capital Management LLC (WisCap) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. Formerly known as Thompson, Plumb & Associates, Inc., the firm was founded in 1984 and is principally owned by TGP, Inc. WisCap provides investment management services to individuals, high-net worth individuals, and registered mutual funds. The firm also offers model portfolio services to financial institutions. | Finance |
SVA Wealth Management LLC
![]() SVA Wealth Management LLC Investment ManagersFinance SVA Wealth Management LLC (SVA WM) is an investment advisory firm headquartered in Madison, Wisconsin. They are owned by SVA Financial Group LLC, which is a subsidiary of Diversified Services of Wisconsin, Inc. The firm was originally founded as SVA Planners, Inc. in 1987 and became known as SVA Wealth Management, Inc. in January 2007. In 2011, SVA Wealth Management, Inc. reorganized and changed its name to SVA Plumb Wealth Management LLC and subsequently became SVA Wealth Management LLC in 2019. SVA WM provides investment management, financial planning, retirement plan and consulting services to individuals, high net-worth individuals, banking and/or thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |