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Tim Robinson
Analyst-Equity bei Boston Financial Management LLC
Aktive Positionen von Tim Robinson
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Boston Financial Management LLC
![]() Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations. | Analyst-Equity | 01.01.2016 | - |
Karriereverlauf von Tim Robinson
Ehemalige bekannte Positionen von Tim Robinson
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Susquehanna Financial Group LLLP
![]() Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients. | Analyst-Equity | 01.12.2011 | 01.01.2016 |
Voyant Advisors LLC
![]() Voyant Advisors LLC Investment ManagersFinance Voyant Advisors is a research firm located in San Diego, California. The firm performs in-depth accounting policy and working capital analysis to assess the validity and reliability of the earnings, cash flow and financial position reported by U.S. public companies. The research provides rigorous analysis of companies that exhibit signs of potential fundamental business deterioration, competitive landscape challenges, and/or operational inefficiencies that may be precursors of future earnings disappointments. Voyant Advisors employs a unique systematic three stage research process to identify companies exhibiting a high risk of underperformance. On a monthly basis, clients receive 2-3 comprehensive reports focused on companies in which Voyant Advisors believes to have a high probability of underperforming over the next 1-3 quarters. Voyant Advisors also provides a monthly Balance Sheet Watch List highlighting 4 to 8 companies exhibiting an elevated risk of near term underperformance. | Analyst-Equity | 01.05.2007 | 01.01.2011 |
Investors Bank & Trust Co.
![]() Investors Bank & Trust Co. Regional BanksFinance Investors Bank & Trust Co. provides financial services. It processes securities for mutual funds, investment advisors, banks, insurance companies and other asset managers. It has offices in the US, Canada, Ireland and the Cayman Islands. Investors Bank & Trust was founded in 1969 and is located in Boston, MA | Corporate Officer/Principal | 21.01.2004 | 21.01.2004 |
Ausbildung von Tim Robinson
Tufts University | Undergraduate Degree |
University of California San Diego | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 7 |
Operativ
Analyst-Equity | 3 |
Undergraduate Degree | 2 |
Corporate Officer/Principal | 1 |
Sektoral
Finance | 5 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 4 |
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Boston Financial Management LLC
![]() Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations. | Finance |
Susquehanna Financial Group LLLP
![]() Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients. | Finance |
Investors Bank & Trust Co.
![]() Investors Bank & Trust Co. Regional BanksFinance Investors Bank & Trust Co. provides financial services. It processes securities for mutual funds, investment advisors, banks, insurance companies and other asset managers. It has offices in the US, Canada, Ireland and the Cayman Islands. Investors Bank & Trust was founded in 1969 and is located in Boston, MA | Finance |
Voyant Advisors LLC
![]() Voyant Advisors LLC Investment ManagersFinance Voyant Advisors is a research firm located in San Diego, California. The firm performs in-depth accounting policy and working capital analysis to assess the validity and reliability of the earnings, cash flow and financial position reported by U.S. public companies. The research provides rigorous analysis of companies that exhibit signs of potential fundamental business deterioration, competitive landscape challenges, and/or operational inefficiencies that may be precursors of future earnings disappointments. Voyant Advisors employs a unique systematic three stage research process to identify companies exhibiting a high risk of underperformance. On a monthly basis, clients receive 2-3 comprehensive reports focused on companies in which Voyant Advisors believes to have a high probability of underperforming over the next 1-3 quarters. Voyant Advisors also provides a monthly Balance Sheet Watch List highlighting 4 to 8 companies exhibiting an elevated risk of near term underperformance. | Finance |
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