Robert C. Tholl, Jr.

Robert C. Tholl, Jr.

Account Representative

Followers of Robert C. Tholl, Jr.825 followers
location of Robert C. Tholl, Jr.Grand Rapids Metropolitan Area

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  • Timeline

  • About me

    Senior Vice President, Certified Investment Management Analyst (CIMA®), Senior Investment Management Consultant (SIMC), Senior Portfolio Management Director & Financial Advisor with Tholl Pearson Group at Morgan Stanley

  • Education

    • University of Pennsylvania - The Wharton School

      -
      CIMA Investment Analysis
    • San Diego State University-California State University

      -
      BA Economics & Business Law
    • San Dieguito High School Academy

      -
      Encinitas, San Diego, California College Prep
  • Experience

    • Wells Fargo

      Jan 1990 - Jan 1995
      Account Representative

      San Diego, California

    • Prudential Securities

      Jan 1995 - Jan 1999
      Financial Advisor & Senior Managed Account Consultant

      San Francisco, California

    • J.P. Morgan

      Jan 1999 - Jan 2010
      CIMA®, Vice President - Senior Investment Specialist & Wealth Manager

      Grand Rapids, Michigan

    • John Ball Zoological Society

      Jan 2000 - Mar 2017
      Forever Fund Council, Former Board President and Board Director

      Grand Rapids, Michigan

    • Morgan Stanley

      Jan 2010 - now
      Senior Vice President, Senior Portfolio Management Director & Financial Advisor

      Grand Rapids, Michigan.©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html.For more information on the designation(s) listed above, go to http://www.morganstanleyfa.com/thollpearsongroup. Show less

  • Licenses & Certifications

    • CIMA - Certified Investment Management Analyst

      Investment Management Consulting Association - IMCA
      Jan 2008