Simon James Thompson
Investment Committee Member at TLWM LLC
Simon James Thompson active positions
| Companies | Position | Start | End |
|---|---|---|---|
TLWM LLC
 TLWM LLC Investment ManagersFinance TLWM LLC (dba Texas Legacy Wealth Management) is a registered investment adviser headquartered in San Antonio, Texas. The firm was founded by Enzo T. Pellegrino, Jr. in 2006 and formerly known as Pellegrino & Associates Financial Services LLC. It is a subsidiary of TLHC LLC. TLWM provides discretionary asset management services as well as financial planning and consulting to individuals and other types of clients. | Investment Committee Member | 2011-10-31 | - |
| Portfolio Manager-Equities | 2011-10-31 | - |
Career history of Simon James Thompson
Former positions of Simon James Thompson
| Companies | Position | Start | End |
|---|---|---|---|
Fisher Asset Management LLC
 Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Portfolio Manager-Equities | 2005-07-31 | 2009-07-31 |
Training of Simon James Thompson
| Trinity University | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Portfolio Manager-Equities | 2 |
| Undergraduate Degree | 1 |
| Investment Committee Member | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Fisher Asset Management LLC
Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Finance |
TLWM LLC
TLWM LLC Investment ManagersFinance TLWM LLC (dba Texas Legacy Wealth Management) is a registered investment adviser headquartered in San Antonio, Texas. The firm was founded by Enzo T. Pellegrino, Jr. in 2006 and formerly known as Pellegrino & Associates Financial Services LLC. It is a subsidiary of TLHC LLC. TLWM provides discretionary asset management services as well as financial planning and consulting to individuals and other types of clients. | Finance |
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