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Tim Wilson Cfa

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Tim Wilson Cfa

Chief Investment Officer | Liberty Bankers Insurance Group

Dallas, Texas, United States

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Tim Wilson Cfa

Summary

Tim Wilson is an accomplished Chief Investment Officer at Liberty Bankers Insurance Group, bringing over two decades of experience in investment management and banking. Based in Dallas, Texas, he leads a team responsible for managing a diverse portfolio, demonstrating a strong track record in asset management and risk analysis. Prior to his current role, Tim held senior positions at Credit Suisse and JP Morgan Chase, where he successfully managed significant assets and led investment strategies. His expertise spans various financial instruments including bonds, equities, and structured products. Tim's academic credentials include a BA in Economics and Mathematics and an Executive MBA from the University of Toronto, alongside his designation as a Chartered Financial Analyst. Notably, he has built and managed high-performing teams, achieving top quartile returns and significant asset growth in previous roles. His professional journey reflects a commitment to excellence in the finance industry, with a keen interest in alternative investments and structured finance.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Tim Wilson Cfa

Work Experience

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Chief Investment Officer at

Liberty Bankers Insurance Group

July 2022 - Present

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Senior Portfolio Manager/Credit Analyst at

Liberty Bankers Life Insurance Company

July 2010 - July 2022

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Institutional Credit Sales at

Miller Tabak Roberts Securities, LLC

October 2009 - July 2010

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Fixed Income Institutional Sales at

CASTLEOAK PTY. LIMITED

January 2009 - January 2009

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Managing Director, Portfolio Management and Credit at

Credit Suisse

January 2001 - January 2008

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Vice President, Credit Research at

Chase Asset Management

January 1995 - January 2001

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Vice President, Corporate Banker at

JPMorganChase

January 1991 - January 1995

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Tim Wilson Cfa

Education

University of Toronto - University of Trinity College, Ba

Frequently Asked Questions about Tim Wilson Cfa

What is Tim Wilson Cfa email address?

Tim Wilson Cfa's primary email address is **********@jpmchase.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Tim Wilson Cfa work for?

Tim Wilson Cfa is a Chief Investment Officer at Liberty Bankers Insurance Group, a company specializing in Insurance agents, brokers, & service.

Where Tim Wilson Cfa graduated from?

Tim Wilson Cfa holds a degree in Economics, Finance from University of Toronto - Rotman School of Management.

How can I directly contact Tim Wilson Cfa?

To contact Tim Wilson Cfa directly, you can use the email address **********@jpmchase.com. Complete contact information is available upon registration with Muraena.

Who is Tim Wilson Cfa?

Tim Wilson is an accomplished Chief Investment Officer at Liberty Bankers Insurance Group, bringing over two decades of experience in investment management and banking. Based in Dallas, Texas, he leads a team responsible for managing a diverse portfolio, demonstrating a strong track record in asset management and risk analysis. Prior to his current role, Tim held senior positions at Credit Suisse and JP Morgan Chase, where he successfully managed significant assets and led investment strategies. His expertise spans various financial instruments including bonds, equities, and structured products. Tim's academic credentials include a BA in Economics and Mathematics and an Executive MBA from the University of Toronto, alongside his designation as a Chartered Financial Analyst. Notably, he has built and managed high-performing teams, achieving top quartile returns and significant asset growth in previous roles. His professional journey reflects a commitment to excellence in the finance industry, with a keen interest in alternative investments and structured finance.

Tim`s contact details

mail

**********@jpmchase.com

*******@lbig.com

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