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Tim Stobaugh Cfa

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Tim Stobaugh Cfa

Managing Director & Portfolio Strategist, Client Advisory Team | Tolleson Wealth Management

Dallas, Texas, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Consulting Experience

Tim Stobaugh Cfa

Work Experience

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Managing Director & Portfolio Strategist, Client Advisory Team at

Tolleson Wealth Management

April 2024 - Present

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Portfolio Strategist & Director, Client Advisory Team at

Tolleson Wealth Management

March 2020 - March 2024

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Director - Investments at

Tolleson Wealth Management

April 2013 - March 2020

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Managing Partner at

Greenstone Capital Management

October 2008 - March 2013

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Portfolio Manager at

Crescent Special Situations Fund

April 2004 - September 2008

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Vice President of Investment Banking at

Stonegate Securities Ltd.

June 1993 - March 2004

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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

mail

*********@tollesonwealth.com

***@greenstonefund.com

Colleagues

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Cfp Owen Smith

Deputy Chief Technology Officer

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Greg Hall

Managing Director

Joyce Worthington

Senior Vice President

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Keith Salmon

Vp, Regulatory Compliance Manager

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Carter Tolleson

Chief Executive Officer

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Christine Finn

Chief Fiduciary Officer

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Jeffrey Dunn Cfp

Managing Director

Jennifer Normile

Senior Vice President, Private Banking

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Jennifer Kirksey

Deputy Chief Operating Officer

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Tracey Reyes

Senior Vice President and Managing Director, Private Trust

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