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Jeffrey Tumolo
Gestionnaire de Portefeuille-Actions chez
TAG Associates LLC
Profil
Mr. Jeffrey Tumolo is a Managing Director & Chief Investment Strategist at TAG Associates LLC.
He has over 23 years of institutional investment management experience, including manager due diligence, risk management and asset allocation for multi-manager products.
He has served as TAG’s Chief Investment Strategist since 2005.
His primary responsibilities include manager selection and asset allocation for TAG's proprietary fund products and for client portfolios.
He joined TAG in 2000 as Director of Investment Research and Portfolio Manager.
Prior to joining TAG Associates in 2000, he managed the research process both for private investors and at Charles Schwab Investment Management where he was the Senior Analyst for Schwab's products.
Mr. Tumolo received his Bachelor of Science degree from Cornell University and an MBA from Cornell University's Johnson School.
Postes actifs de Jeffrey Tumolo
| Sociétés | Poste | Début |
|---|---|---|
TAG Associates LLC
 TAG Associates LLC Investment ManagersFinance TAG seeks to help clients achieve their personal financial goals through customized, objective advice that balances risk management and growth of capital. To identify the best opportunities for client’s portfolio, the firm looks across a full range of both publicly traded and private investments. As tax-aware investors, TAG seeks to invest prudently to minimize the significant impact taxes can have on returns when managing portfolios. | Gestionnaire de Portefeuille-Actions | 01/01/2000 |
Anciens postes connus de Jeffrey Tumolo
| Sociétés | Poste | Fin |
|---|---|---|
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance CSIA’s SIP Program offers clients a diversified portfolio composed of ETFs, as well as an FDIC-insured cash allocation that is based on the client’s stated investment objectives and risk tolerance. The portfolio of ETFs includes up to 20 asset classes across stocks, fixed income, real estate, and commodities. The SIP Program is designed to monitor a client’s portfolio daily and automatically rebalance as needed to keep a client’s portfolio consistent with their selected risk profile unless such rebalancing may not be in the best interest of the client. | Corporate Officer/Principal | - |
TAG Portfolio Management Group LLC
 TAG Portfolio Management Group LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Formation de Jeffrey Tumolo
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Entreprise privées
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4
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
TAG Portfolio Management Group LLC
TAG Portfolio Management Group LLC Investment ManagersFinance Provides investment advice | Finance |
TAG Associates LLC
TAG Associates LLC Investment ManagersFinance TAG seeks to help clients achieve their personal financial goals through customized, objective advice that balances risk management and growth of capital. To identify the best opportunities for client’s portfolio, the firm looks across a full range of both publicly traded and private investments. As tax-aware investors, TAG seeks to invest prudently to minimize the significant impact taxes can have on returns when managing portfolios. | Finance |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Charles Schwab Investment Advisory, Inc.
Charles Schwab Investment Advisory, Inc. Investment ManagersFinance CSIA’s SIP Program offers clients a diversified portfolio composed of ETFs, as well as an FDIC-insured cash allocation that is based on the client’s stated investment objectives and risk tolerance. The portfolio of ETFs includes up to 20 asset classes across stocks, fixed income, real estate, and commodities. The SIP Program is designed to monitor a client’s portfolio daily and automatically rebalance as needed to keep a client’s portfolio consistent with their selected risk profile unless such rebalancing may not be in the best interest of the client. | Finance |
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