Tealwood Asset Management

Description

Located in: Artis REIT - MinneapolisAddress: Canadian Pacific Plaza, 120 South 6th St #1900, Minneapolis, MN 55402 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday8AM–4PMTuesday8AM–4PMWednesday8AM–4PMThursday8AM–4PMFriday8AM–3PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (612) 340-0181Website: : : Category: : : : Place name: : Website: http://www.tealwood.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Tealwood Asset Management Posting publicly on the Web Write a review Reviews Be the first to review

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Tealwood Asset Management Employees

Employee
Years
Job
Industry
James Hargens James Hargens Saint Paul, Minnesota Details
James Hargens's Tealwood Asset Management Experience January 2014 - January 2014
Job Studies Economics and Geography at Macalester College
Industry
Experience
Twin Cities Habitat for Humanity  June 2015 - August 2015
Personal Education Professionals   April 2014 - July 2015
Tealwood Asset Management   January 2014 - January 2014
Mairs and Power Inc.  April 2013 - June 2013

Skills
Public Speaking, Research, Microsoft Office, Community Outreach, Higher Education

Education
Macalester College   2013 — 2017
Bachelor’s Degree, Economics, Geography, Urban Studies, Junior

St. Paul Academy and Summit School   2000 — 2013

Barrett T. Lynner Barrett T. Lynner Minneapolis, Minnesota Details
Barrett T. Lynner's Tealwood Asset Management Experience May 2009 - August 2009
Job Investment Banking Associate at TripleTree
Industry Investment Banking
Experience
TripleTree  January 2015 - Present
TripleTree  January 2014 - December 2014
TripleTree  June 2012 - January 2014
Best Buy  May 2011 - August 2011
WPS - Worldwide Payment Systems   January 2011 - May 2011
Thor Construction  May 2010 - August 2010
Tealwood Asset Management   May 2009 - August 2009

Skills
DCF Valuation, Market Research, Business Development, Comparable Analysis, Financial Modeling, Mergers, Financial Analysis, Investment Banking, Strategy, Investments, Strategic Partnerships, Valuation, DCF, Accounting, Venture Capital, Corporate Development, Microsoft Excel, Mergers & Acquisitions, Series 7, Facebook

Education
Indiana University - Kelley School of Business   2008 — 2012
Bachelor of Science, Business; Finance, International Business

Universidad de Sevilla   2010 — 2011
International Business, Spanish

Daniel Aronson Daniel Aronson Greater Minneapolis-St. Paul Area Details
Daniel Aronson's Tealwood Asset Management Experience 2007 - 2012
Job Managing Partner at EPIQ Partners, LLC
Industry Investment Management
Experience
EPIQ Partners, LLC   September 2012 - Present
CFA Society of Minnesota  2007 - Present
Tealwood Asset Management   2007 - 2012

Skills
Asset Managment, Investments, Portfolio Management, Investment Management, Strategic Financial..., Asset Allocation, Investment Strategies, Investment Advisory, Venture Capital, Private Equity, Alternative Investments, Valuation, Due Diligence, Financial Modeling, Equities

Education
Skidmore College
Bachelor of Arts (BA), Music

Harriet Waltz Harriet Waltz Greater Minneapolis-St. Paul Area Details
Harriet Waltz's Tealwood Asset Management Experience October 2009 - July 2010
Job God's Willing Servant
Industry Investment Banking
Experience
Twin Cities Community Gospel Choir   2005 - Present
The Hogan Group in Minneapolis   July 2010 - April 2012
Tealwood Asset Management   October 2009 - July 2010
The Brehm Group   April 1998 - July 2010
Woodroast Systems   1997 - 1998

Skills
Office Administration, Strategic Planning, Fundraising, Administrative..., Event Planning, Office Management, Itineraries, Telephone Skills, Customer Service, Administrative Work, Filing, Music, Fax, Newsletters, Office Equipment, Spreadsheets, Non-profits, Nonprofits

Education
Augsburg College

University of Minnesota-Twin Cities
BA, French

Leighton Malcolm Leighton Malcolm Greater Minneapolis-St. Paul Area Details
Leighton Malcolm's Tealwood Asset Management Experience May 2013 - December 2013
Job Business Development Coordinator at Concorde International
Industry Market Research
Experience
Concorde International   March 2015 - Present
Atlas Capital Partners   June 2014 - October 2014
Endle LLC   October 2013 - June 2014
Tealwood Asset Management   May 2013 - December 2013
Truly Northern LLC   September 2011 - May 2013
Venture Business Research   January 2013 - April 2013
Entrepreneurship Club - University of Minnesota   January 2012 - December 2012
Conlin Law Firm, LLC   May 2011 - December 2011
BMW of North America, LLC/ BMW of Minnetonka, LLC   January 2010 - August 2010

Skills
Social Networking, Financial Analysis, Entrepreneurial Finance, Public Speaking, Microsoft Excel, Prezi, LinkedIn, Salesforce.com, Entrepreneurship, Financial Modeling, Equity Valuation, Investment Strategies, Stocks, Fixed Income, Portfolio Management, Finance, Social Media, Time Management, Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Leadership

Education
University of Minnesota - Carlson School of Management   2010 — 2014
Bachelor of Science (BS), Finance and Entrepreneurial Management

Imperial College London   2013 — 2013
International Finance

Providence Academy   2002 — 2010
High School Diploma

Will Phelps Will Phelps Greater Boston Area Details
Will Phelps's Tealwood Asset Management Experience May 2013 - August 2013
Job Operations Specialist at Seamans Capital Management
Industry Investment Management
Experience
Seamans Capital Management  October 2014 - Present
Pine Island Camp  June 2014 - August 2014
Tealwood Asset Management   May 2013 - August 2013
Hays Companies  May 2012 - August 2012
JobDig  January 2010 - May 2010

Skills
Research, Microsoft Office, Statistics, Data Analysis, Teamwork, Analysis

Education
St. Lawrence University   2010 — 2014
Bachelor's Degree, History, Government

Wendy K. Bennis Wendy K. Bennis Greater Minneapolis-St. Paul Area Details
Wendy K. Bennis's Tealwood Asset Management Experience 2009 - Present
Job Principal, Accredited Wealth Management Advisor, and Chartered Retirement Planning Counselor
Industry Investment Management
Experience
Tealwood Asset Management   2009 - Present
Kyle Hunt & Partners, Incorporated   August 2000 - June 2009
The Hamilton Group  1994 - 1999
Mackall, Crounse & Moore   1989 - 1994

Education
College for Financial Planning
AWMA, Finance and Financial Management Services

College for Financial Planning
CRPC, Chartered Retirement Planning Counselor

University of Minnesota

Charles Mahar Charles Mahar Greater Minneapolis-St. Paul Area Details
Charles Mahar's Tealwood Asset Management Experience 1995 - Present
Job CEO and Chief Investment Officer at Tealwood Asset Management
Industry Investment Management
Experience
Tealwood Asset Management   1995 - Present

Education
Coe College
B.A., American Studies

Grant Gherity Grant Gherity Minneapolis, Minnesota Details
Grant Gherity's Tealwood Asset Management Experience May 2012 - August 2012
Job Attorney
Industry Legal Services
Experience
Randstad  November 2013 - Present
Infor  September 2012 - December 2012
Tealwood Asset Management   May 2012 - August 2012
Morgan Stanley  May 2009 - August 2009
Irish Parliament  September 2008 - December 2008

Education
University of St. Thomas School of Law   2014 — 2015
Master of Laws (LL.M.), Organizational Ethics and Compliance

University of St. Thomas School of Law   2010 — 2013
Juris Doctor (J.D.), Law

DePaul University   2007 — 2010
B.S., Economics

Michele Hanson Michele Hanson San Francisco Bay Area Details
Michele Hanson's Tealwood Asset Management Experience October 2010 - December 2011
Job Vice President, US Bank, Institutional Trust & Custody, RIA Custody Services
Industry Financial Services
Experience
US Bank, RIA Custody Services   May 2012 - Present
Financial Women San Francisco   2012 - Present
Business Women Networking (BWN), Twin Cities, MN   January 2011 - Present
Tealwood Asset Management   October 2010 - December 2011
Ameriprise Financial  July 2007 - January 2009
Ameriprise Financial  July 1997 - July 2007
TCF Bank  April 1993 - July 1997
TCF Bank  August 1984 - April 1993

Skills
Asset Management, Financial Services, Banking, Business Development, Trading, Financial Advisory, CRM, Private Banking, Equities, Investment Management, Investment Advisory, Financial Modeling, Series 63, Business Excellence, Bonds, Asset Managment, Business Strategy, Strategy, Retirement, Fixed Annuities, Trusted Business Partner, Hedge Funds, Fixed Income, Financial Analysis

Education
University of Minnesota-Twin Cities