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Tim Stobaugh Cfa
Tim Stobaugh Cfa
Managing Director & Portfolio Strategist, Client Advisory Team | Tolleson Wealth Management
Dallas, Texas, United States
Tim Stobaugh Cfa
Summary
Tim Stobaugh is a seasoned finance professional with over 27 years of experience in capital markets, spanning both buy-side and sell-side roles. As the Managing Director and Portfolio Strategist at Tolleson Wealth Management, he brings extensive expertise in alternative investments, asset management, and portfolio management. Tim has a proven track record of analyzing and executing complex capital raising transactions, showcasing his deep understanding of various securities and investment strategies. His career highlights include co-founding a hedge fund during the financial crisis and leading investment teams at multiple firms. Tim is not only adept at financial modeling and due diligence but also possesses strong leadership skills, having progressed through various managerial roles. He is committed to client development and strategic investment planning, making him a valuable asset in the wealth management sector. With a solid educational foundation from Trinity University, Tim continues to thrive in a dynamic financial landscape.
Tim Stobaugh Cfa
Work Experience
Managing Director & Portfolio Strategist, Client Advisory Team at
Tolleson Wealth Management
April 2024 - Present
Portfolio Strategist & Director, Client Advisory Team at
Tolleson Wealth Management
March 2020 - March 2024
Director - Investments at
Tolleson Wealth Management
April 2013 - March 2020
Managing Partner at
Greenstone Capital Management
October 2008 - March 2013
Portfolio Manager at
Crescent Special Situations Fund
April 2004 - September 2008
Vice President of Investment Banking at
Stonegate Securities Ltd.
June 1993 - March 2004
Tim Stobaugh Cfa
Education
Trinity University, Bachelor Of Science (B.S.)
Frequently Asked Questions about Tim Stobaugh Cfa
What is Tim Stobaugh Cfa email address?
Tim Stobaugh Cfa's primary email address is *********@tollesonwealth.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Tim Stobaugh Cfa work for?
Tim Stobaugh Cfa is a Managing Director & Portfolio Strategist, Client Advisory Team at Tolleson Wealth Management, a company specializing in Monetary Authorities-Central Bank.
Where Tim Stobaugh Cfa graduated from?
Tim Stobaugh Cfa holds a degree in Business Administration from Trinity University.
How can I directly contact Tim Stobaugh Cfa?
To contact Tim Stobaugh Cfa directly, you can use the email address *********@tollesonwealth.com. Complete contact information is available upon registration with Muraena.
Who is Tim Stobaugh Cfa?
Tim Stobaugh is a seasoned finance professional with over 27 years of experience in capital markets, spanning both buy-side and sell-side roles. As the Managing Director and Portfolio Strategist at Tolleson Wealth Management, he brings extensive expertise in alternative investments, asset management, and portfolio management. Tim has a proven track record of analyzing and executing complex capital raising transactions, showcasing his deep understanding of various securities and investment strategies. His career highlights include co-founding a hedge fund during the financial crisis and leading investment teams at multiple firms. Tim is not only adept at financial modeling and due diligence but also possesses strong leadership skills, having progressed through various managerial roles. He is committed to client development and strategic investment planning, making him a valuable asset in the wealth management sector. With a solid educational foundation from Trinity University, Tim continues to thrive in a dynamic financial landscape.
Tim`s contact details
*********@tollesonwealth.com
***@greenstonefund.com
Colleagues
Deputy Chief Technology Officer
Managing Director
Senior Vice President
Vp, Regulatory Compliance Manager
Chief Executive Officer
Chief Fiduciary Officer
Managing Director
Senior Vice President, Private Banking
Deputy Chief Operating Officer
Senior Vice President and Managing Director, Private Trust