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Profil
Timothy Elliott Iltz formerly worked at Wedbush Securities, Inc., as Vice President, Smith Barney Asset Management, as Principal, Aquila Investment Management LLC, as Portfolio Manager from 2023 to 2024, and Davidson Fixed Income Management, Inc., as Vice President & Municipal Bond Credit Analyst from 2011 to 2023.
Mr. Iltz received his undergraduate degree from the University of Oregon.
Anciens postes connus de Timothy Elliott Iltz
| Sociétés | Poste | Fin |
|---|---|---|
Aquila Investment Management LLC
 Aquila Investment Management LLC Investment ManagersFinance Aquila’s Group of Funds offers tax-free and taxable alternatives for investors seeking income, and includes seven single-state municipal bond funds and a high-yield corporate bond fund. The Aquila Group of Funds also offers an equity fund alternative for investors seeking capital appreciation. | Portfolio Manager-Fixed Income | 01/08/2024 |
Davidson Fixed Income Management, Inc.
 Davidson Fixed Income Management, Inc. Investment ManagersFinance DFIM utilizes disciplined, fundamental investment process that seeks to satisfy the client’s investment objectives of principal preservation and liquidity, while achieving a market rate of return. The firm uses a combination of quantitative and fundamental analysis when selecting securities for a client’s account. They employ an investment style that blends several different market analysis techniques including: duration management, yield curve analysis, sector analysis and security selection. DFIM strives to produce returns consistently at-or- above-benchmark returns while minimizing risk. Portfolio investments may include government and government agency debt, municipal bonds, corporate bonds and cash equivalents including local government investment pools that have maturities ranging from one to 20 years, depending on the client’s specific investment policy. | Analyst-Fixed Income | 01/03/2023 |
Wedbush Securities, Inc.
 Wedbush Securities, Inc. Investment Banks/BrokersFinance Provides financial services | Corporate Officer/Principal | - |
Smith Barney Asset Management
 Smith Barney Asset Management Investment ManagersFinance Provides investment services | Corporate Officer/Principal | - |
Formation de Timothy Elliott Iltz
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Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
12
Relations au 1er degré
5
Entreprises liées au 1er degré
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| Entreprise privées | 5 |
|---|---|
Wedbush Securities, Inc.
Wedbush Securities, Inc. Investment Banks/BrokersFinance Provides financial services | Finance |
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Finance |
Aquila Investment Management LLC
Aquila Investment Management LLC Investment ManagersFinance Aquila’s Group of Funds offers tax-free and taxable alternatives for investors seeking income, and includes seven single-state municipal bond funds and a high-yield corporate bond fund. The Aquila Group of Funds also offers an equity fund alternative for investors seeking capital appreciation. | Finance |
University of Oregon
 University of Oregon Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Davidson Fixed Income Management, Inc.
Davidson Fixed Income Management, Inc. Investment ManagersFinance DFIM utilizes disciplined, fundamental investment process that seeks to satisfy the client’s investment objectives of principal preservation and liquidity, while achieving a market rate of return. The firm uses a combination of quantitative and fundamental analysis when selecting securities for a client’s account. They employ an investment style that blends several different market analysis techniques including: duration management, yield curve analysis, sector analysis and security selection. DFIM strives to produce returns consistently at-or- above-benchmark returns while minimizing risk. Portfolio investments may include government and government agency debt, municipal bonds, corporate bonds and cash equivalents including local government investment pools that have maturities ranging from one to 20 years, depending on the client’s specific investment policy. | Finance |
