Simon James Thompson
Investment Committee Member at TLWM LLC
Profile
Mr. Simon J.
Thompson, CFA, is a Senior Vice President & Wealth Advisor at TLWM LLC.
He is a member of the Investment Committee that oversees and directs the TLWM discretionary portfolios.
He serves as a primary point of contact for clients, allowing TLWM to fully understand clients’ ever-evolving personal and financial situation.
Mr. Thompson was previously employed as an Investment Counselor by Fisher Asset Management LLC.
He received his under graduation from Trinity University in San Antonio, Texas.
Simon James Thompson active positions
| Companies | Position | Start |
|---|---|---|
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 |
Former positions of Simon James Thompson
| Companies | Position | 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 | 2009-07-31 |
Training of Simon James Thompson
| Trinity University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
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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