Timothy J. Anderson, CPA, PFS®, CGMA, AIF®

Managing Director at Halbert Hargrove
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Long Beach, California, United States, US
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Chartered Global Management Accountant
    Associan of International Certified Professional Accountants
    Aug, 2012
    - Nov, 2024
  • CPA Personal Financial Specialist (PFS)
    AICPA
    Jan, 2004
    - Nov, 2024
  • Accredited Investment Fiduciary
    Center For Fiduciary Studies, University of Pittsburgh Graduate School of Management
    Nov, 2003
    - Nov, 2024
  • Certified Public Accountant
    AICPA
    Apr, 1981
    - Nov, 2024

Experience

  • Halbert Hargrove
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Managing Director
      • May 1993 - Present

      I establish and foster great relationships with my clients; my objective is to assist them in all facets of their financial lives. Working with the HH team, we build and implement a Roadmap—a disciplined, ongoing process that ensures that all the complexities inherent to their wealth are addressed. I serve as a repository of knowledge of my clients’ aspirations and day-to-day financial demands, with the ability to direct HH’s resources, including the efforts of other team members and their Family Advisory System℠, to help them to continue to secure their goals. Show less

  • Pacific Lutheran University
    • United States
    • Higher Education
    • 700 & Above Employee
    • EAB Member
      • 2006 - 2015

  • JPMorgan Chase & Co.
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President
      • 1989 - 1992

  • Russell Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President
      • Dec 1978 - Jan 1989

      Institutional investment manager research, selection and monitoring. Institutional investment manager research, selection and monitoring.

Education

  • Pacific Lutheran University - School of Business
    BS, Finance and Accounting
    1973 - 1977
  • Hoquiam Sr. High School
    1970 - 1973

Community

You need to have a working account to view this content. Click here to join now