![Tim Holland](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Tim Holland
Chief Investment Officer at Orion Advisor Solutions, Inc.
Tim Holland active positions
Companies | Position | Start | End |
---|---|---|---|
Orion Advisor Solutions, Inc.
![]() Orion Advisor Solutions, Inc. Investment ManagersFinance Part of Gt Polaris Holdings, Inc., Orion Advisor Solutions, Inc. is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. The company is based in Omaha, NE. Orion services $4.1 trillion in assets under administration and $65.9 billion of wealth management platform assets and supports over six million technology accounts and thousands of independent advisory firms. The company offers a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor's unique definition of financial success. Orion is the platform of choice for growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge, and build strong, profitable businesses. | Chief Investment Officer | 22/03/2023 | - |
CFA Institute
![]() CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - | - |
Orion Portfolio Solutions LLC
![]() Orion Portfolio Solutions LLC Investment ManagersFinance Part of Gt Polaris Holdings, Inc., Orion Portfolio Solutions LLC is a company that provides investment advice. The company is based in Omaha, NE. | Chief Investment Officer | 01/04/2023 | - |
Portfolio Manager-Equities | - | - |
Career history of Tim Holland
Former positions of Tim Holland
Companies | Position | Start | End |
---|---|---|---|
Brinker Capital Investments LLC
![]() Brinker Capital Investments LLC Investment ManagersFinance Brinker Capital Investments LLC (Brinker) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Noreen Beaman in 1989 as CLS Investments LLC. They are a subsidiary of Orion Advisor Solutions, Inc., ultimately held by GT Polaris Holdings LP. Brinker provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable institutions and other business entities. | Chief Investment Officer | 01/03/2017 | 01/09/2020 |
Portfolio Manager-Equities | 01/03/2017 | 01/09/2020 | |
Portfolio Manager-Fixed Income | 01/03/2017 | 01/09/2020 | |
Manley Asset Management LP
![]() Manley Asset Management LP Investment ManagersFinance Founded in 1994, Manley Asset Management LP (MAM) is a Chatham, New Jersey-based hedge fund manager | Analyst-Equity | - | 31/03/2005 |
Towers Group | Corporate Officer/Principal | 01/01/1993 | 01/01/2000 |
TAMRO Capital Partners LLC
![]() TAMRO Capital Partners LLC Investment ManagersFinance TAMRO Capital Partners LLC is a registered investment advisor located in Alexandria, Virginia. The firm was founded in 2000 with Alleghany Asset Management, Inc. Alleghany was bought by ABN AMRO Group in February 2001. In June 2007, TAMRO closed on a management-led buyout of the assets of the firm from ABN AMRO Asset Management Holdings, Inc. The current firm assumed the TAMRO name as successor to the original company. The employees of TAMRO now own a majority of the firm through equity participation in TAMRO Management LLC. Minority owners are Northern Lights Midco LLC, who helped finance the management-led buyout, and Stellate Partners LLC, an institutional sales and marketing firm. TAMRO's clients include individuals, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, public funds, trusts, and limited partnerships. They offer advisory services to wrap sponsors, and provide model portfolio services to several UMA programs. TAMRO also acts as sub-advisor to several mutual funds. | Analyst-Equity | 01/04/2005 | - |
Portfolio Manager-Equities | 01/04/2005 | - |
Training of Tim Holland
Drew University | Undergraduate Degree |
Statistics
International
United States | 9 |
Operational
Portfolio Manager-Equities | 3 |
Chief Investment Officer | 3 |
Analyst-Equity | 2 |
Sectoral
Finance | 6 |
Consumer Services | 2 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 7 |
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TAMRO Capital Partners LLC
![]() TAMRO Capital Partners LLC Investment ManagersFinance TAMRO Capital Partners LLC is a registered investment advisor located in Alexandria, Virginia. The firm was founded in 2000 with Alleghany Asset Management, Inc. Alleghany was bought by ABN AMRO Group in February 2001. In June 2007, TAMRO closed on a management-led buyout of the assets of the firm from ABN AMRO Asset Management Holdings, Inc. The current firm assumed the TAMRO name as successor to the original company. The employees of TAMRO now own a majority of the firm through equity participation in TAMRO Management LLC. Minority owners are Northern Lights Midco LLC, who helped finance the management-led buyout, and Stellate Partners LLC, an institutional sales and marketing firm. TAMRO's clients include individuals, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, public funds, trusts, and limited partnerships. They offer advisory services to wrap sponsors, and provide model portfolio services to several UMA programs. TAMRO also acts as sub-advisor to several mutual funds. | Finance |
Manley Asset Management LP
![]() Manley Asset Management LP Investment ManagersFinance Founded in 1994, Manley Asset Management LP (MAM) is a Chatham, New Jersey-based hedge fund manager | Finance |
Brinker Capital Investments LLC
![]() Brinker Capital Investments LLC Investment ManagersFinance Brinker Capital Investments LLC (Brinker) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Noreen Beaman in 1989 as CLS Investments LLC. They are a subsidiary of Orion Advisor Solutions, Inc., ultimately held by GT Polaris Holdings LP. Brinker provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable institutions and other business entities. | Finance |
Orion Advisor Solutions, Inc.
![]() Orion Advisor Solutions, Inc. Investment ManagersFinance Part of Gt Polaris Holdings, Inc., Orion Advisor Solutions, Inc. is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. The company is based in Omaha, NE. Orion services $4.1 trillion in assets under administration and $65.9 billion of wealth management platform assets and supports over six million technology accounts and thousands of independent advisory firms. The company offers a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor's unique definition of financial success. Orion is the platform of choice for growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge, and build strong, profitable businesses. | Finance |
CFA Institute
![]() CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
Towers Group | |
Orion Portfolio Solutions LLC
![]() Orion Portfolio Solutions LLC Investment ManagersFinance Part of Gt Polaris Holdings, Inc., Orion Portfolio Solutions LLC is a company that provides investment advice. The company is based in Omaha, NE. | Finance |
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