Timothy Sweeney
Profile
Mr. Sweeney joined Wentworth, Hauser and Violich in 2006.
He began his career in the investment industry in 1991, working as an internal Sales Representative for the Franklin Templeton Funds.
In 1996, he joined Montgomery Asset Management to manage their Institutional Advisory Services group.
He went to work for Seneca Capital Management in 1998 as Product Manager, Managed Accounts and in 2003 was promoted to Portfolio Advisor, Private Client Group.
Former positions of Timothy Sweeney
Companies | Position | End |
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WHV Investments, Inc.
WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | Sales & Marketing | - |
Experiences
Positions held
Linked companies
Private companies | 1 |
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WHV Investments, Inc.
WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | Finance |
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- Timothy Sweeney