Profil
Mr. Timothy W.
Rowe is Director of Business Development & Financial Planning at Covenant Asset Management LLC.
He works with individuals to help them realize their wealth and retirement goals and assists Covenant’s other managers to design and implement financial planning strategies for clients.
He also oversees Covenant’s outbound marketing efforts focusing on conducting financial information seminars and collaborating with other professionals.
He is also responsible for the oversight and development of Covenant’s expansion into the Florida market.
In addition, he is the Principal of Covenant Financial Resources, which provides marketing and other financial planning-related products and services.
Prior to co-founding Covenant Asset Management in 1999, Mr. Rowe spent over 14 years with Summit Financial Resources as a Senior Financial Consultant, developing and monitoring financial plans for individuals and small businesses.
He graduated with a B.S.
in Business from Slippery Rock University.
He has been a registered representative and holds a Series 65 license.
Aktive Positionen von Tim Rowe
| Unternehmen | Position | Beginn |
|---|---|---|
Covenant Asset Management LLC
 Covenant Asset Management LLC Investment ManagersFinance Covenant Asset Management LLC (Covenant) is an independent registered investment advisor and wealth management firm headquartered in Chester, New Jersey. The firm was founded by John Guarino and Tim Rowe in 1999. Covenant offers a full array of wealth management services to affluent individuals, businesses and nonprofit organizations. | Gründer | 01.01.1999 |
Ehemalige bekannte Positionen von Tim Rowe
| Unternehmen | Position | Ende |
|---|---|---|
Summit Financial Resources LLC
 Summit Financial Resources LLC Investment ManagersFinance Summit Financial Resources LP engages in the provision of working capital financing to small and medium-sized businesses. It offers invoice factoring, asset-based loans, inventory financing, equipment term loans, small business loans, and stretch financing. The company is headquartered in Salt Lake City, UT. | Corporate Officer/Principal | - |
Ausbildung von Tim Rowe
| Slippery Rock University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Covenant Asset Management LLC
Covenant Asset Management LLC Investment ManagersFinance Covenant Asset Management LLC (Covenant) is an independent registered investment advisor and wealth management firm headquartered in Chester, New Jersey. The firm was founded by John Guarino and Tim Rowe in 1999. Covenant offers a full array of wealth management services to affluent individuals, businesses and nonprofit organizations. | Finance |
Summit Financial Resources LLC
Summit Financial Resources LLC Investment ManagersFinance Summit Financial Resources LP engages in the provision of working capital financing to small and medium-sized businesses. It offers invoice factoring, asset-based loans, inventory financing, equipment term loans, small business loans, and stretch financing. The company is headquartered in Salt Lake City, UT. | Finance |
