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Tim E. Woolston
Profile
Tim E.
Woolston worked as a Principal at Advest, Inc., a Financial Consultant at A.G.
Edwards, Inc. and Shearson Lehman Bros., Inc., a Vice President & Senior Portfolio Manager at Heritage Capital Management, Inc., a Senior Vice President at Boston Advisors LLC, and a Vice President at Ocean Bank (Florida).
He received an undergraduate degree from LeMoyne-Owen College and an MBA from the University of Connecticut.
Former positions of Tim E. Woolston
Companies | Position | End |
---|---|---|
Advest, Inc. | Corporate Officer/Principal | 2003-04-30 |
Ocean Bank (Florida)
![]() Ocean Bank (Florida) Regional BanksFinance Ocean Bank (Miami, Florida) provides commercial banking services. It offers personal banking such as checking, savings, deposits, and individual retirement accounts; loans; home equity, home mortgage, vehicle, boat, and secured loans. The firm also provides commercial banking like deposits, loans, international services, and other commercial services. The company was founded 1982 and is headquartered in Miami, FL. | Corporate Officer/Principal | - |
Heritage Capital Management, Inc.
![]() Heritage Capital Management, Inc. Investment ManagersFinance Founded in 1981 by George Rooks, Heritage Capital Management, Inc. is a registered investment advisor located in Boston. The firm is a wholly-owned subsidiary of Wainwright Bank & Trust Co. (NYSE: WAIN). They offer separately managed accounts for individuals, families, trusts, corporations, endowments and retirement plans. | Director of Research - Equity | - |
A.G. Edwards, Inc.
![]() A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Corporate Officer/Principal | - |
Shearson Lehman Bros., Inc.
![]() Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Bros., Inc. provides security broker services. The company is based in New York, NY. | Corporate Officer/Principal | - |
Training of Tim E. Woolston
LeMoyne-Owen College | Undergraduate Degree |
University of Connecticut | Masters Business Admin |
Experiences
Positions held
Linked companies
Private companies | 6 |
---|---|
Boston Advisors LLC
![]() Boston Advisors LLC Investment ManagersFinance Founded in 1982, Boston Advisors LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of Birdsong Capital LLC. They provide discretionary portfolio management services to individual and institutional clients. | Finance |
Advest, Inc. | Finance |
Shearson Lehman Bros., Inc.
![]() Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Bros., Inc. provides security broker services. The company is based in New York, NY. | Finance |
A.G. Edwards, Inc.
![]() A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Finance |
Heritage Capital Management, Inc.
![]() Heritage Capital Management, Inc. Investment ManagersFinance Founded in 1981 by George Rooks, Heritage Capital Management, Inc. is a registered investment advisor located in Boston. The firm is a wholly-owned subsidiary of Wainwright Bank & Trust Co. (NYSE: WAIN). They offer separately managed accounts for individuals, families, trusts, corporations, endowments and retirement plans. | Finance |
Ocean Bank (Florida)
![]() Ocean Bank (Florida) Regional BanksFinance Ocean Bank (Miami, Florida) provides commercial banking services. It offers personal banking such as checking, savings, deposits, and individual retirement accounts; loans; home equity, home mortgage, vehicle, boat, and secured loans. The firm also provides commercial banking like deposits, loans, international services, and other commercial services. The company was founded 1982 and is headquartered in Miami, FL. | Finance |
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