The Financial Consulate, Inc
Industry: Company
DescriptionSubsidiary: The Financial Consulate Inc., Asset Management Arm
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The Financial Consulate, Inc Employees
Employee
Years
Job
Industry
Tom Bonvissuto, CFA, CFP (r), ChFC (r) Tom Bonvissuto, CFA, CFP (r), ChFC (r)'s The Financial Consulate, Inc Experience September 2013 - Present
Job Investment Management, Financial Planner, Relationship Manager, Asset Allocation, Security Selection
Industry Investment Management
Experience
The Financial Consulate, Inc September 2013 - Present
Wilmington Trust Investment Advisors January 1995 - September 2013
Education
Carnegie Mellon University 1983 — 1987
Bachelor's degree, Applied Mathematics
The Financial Consulate, Inc September 2013 - Present
Wilmington Trust Investment Advisors January 1995 - September 2013
Education
Carnegie Mellon University 1983 — 1987
Bachelor's degree, Applied Mathematics
Colin Lynch Colin Lynch's The Financial Consulate, Inc Experience August 2014 - November 2014
Job Compliance Registration Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2015 - Present
Towson University September 2010 - December 2014
The Financial Consulate, Inc August 2014 - November 2014
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Teamwork
Education
Towson University 2010 — 2014
Morgan Stanley February 2015 - Present
Towson University September 2010 - December 2014
The Financial Consulate, Inc August 2014 - November 2014
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Teamwork
Education
Towson University 2010 — 2014
Molly Burton Molly Burton's The Financial Consulate, Inc Experience September 2013 - Present
Job Associate Financial Planner at The Financial Consulate, Inc
Industry Financial Services
Experience
The Financial Consulate, Inc September 2013 - Present
Greenspring Wealth Management June 2013 - September 2013
Zerodraft Maryland August 2012 - August 2013
Covahey, Boozer, Devan & Dore, PA June 2010 - August 2012
for various families May 2010 - July 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Time Management, Organization, Financial Modeling, Corporate Finance, Business Intelligence, Teamwork, Bloomberg Terminal, Access
Education
Towson University 2009 — 2013
Bachelor’s Degree, Finance, General, 3.4 GPA
Hereford High School 2004 — 2008
3.7 GPA
The Financial Consulate, Inc September 2013 - Present
Greenspring Wealth Management June 2013 - September 2013
Zerodraft Maryland August 2012 - August 2013
Covahey, Boozer, Devan & Dore, PA June 2010 - August 2012
for various families May 2010 - July 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Time Management, Organization, Financial Modeling, Corporate Finance, Business Intelligence, Teamwork, Bloomberg Terminal, Access
Education
Towson University 2009 — 2013
Bachelor’s Degree, Finance, General, 3.4 GPA
Hereford High School 2004 — 2008
3.7 GPA
Graham Ewing, CFP® Graham Ewing, CFP®'s The Financial Consulate, Inc Experience January 2015 - Present
Job Financial Planner at The Financial Consulate, Inc
Industry Financial Services
Experience
The Financial Consulate, Inc January 2015 - Present
The Financial Consulate, Inc December 2012 - January 2015
The Financial Consulate, Inc February 2012 - December 2012
Towson University Investment Group May 2011 - May 2012
Scottrade October 2011 - February 2012
Skills
Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Leadership, Microsoft Office, PowerPoint, Analysis, Time Management, Finance, Outlook, Teamwork
Education
Towson University 2010 — 2012
Bachelor of Science (B.S.), Business Administration, Finance, 3.4/4.0
Salisbury University
The Financial Consulate, Inc January 2015 - Present
The Financial Consulate, Inc December 2012 - January 2015
The Financial Consulate, Inc February 2012 - December 2012
Towson University Investment Group May 2011 - May 2012
Scottrade October 2011 - February 2012
Skills
Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Leadership, Microsoft Office, PowerPoint, Analysis, Time Management, Finance, Outlook, Teamwork
Education
Towson University 2010 — 2012
Bachelor of Science (B.S.), Business Administration, Finance, 3.4/4.0
Salisbury University
David Beachler David Beachler's The Financial Consulate, Inc Experience December 2011 - October 2013
Job President at Octavo Creations
Industry Retail
Experience
Octavo Creations January 2011 - Present
The Financial Consulate, Inc December 2011 - October 2013
Grace United Methodist Church, Baltimore September 1998 - June 2012
PSA Insurance & Financial Services June 2009 - March 2011
PSA Financial Center September 1996 - March 2011
Oxford Capital Management October 1990 - September 1996
Skills
Portfolio Management, Fast Learning, Investments, CRM, Financial Services, Asset Management, Wealth Management, Securities, Asset Allocation, Mutual Funds, Investment Management, Finance, Financial Markets, Start-ups
Education
University of Maryland Baltimore County
BA, Economics
Boys' Latin School 1974 — 1981
Octavo Creations January 2011 - Present
The Financial Consulate, Inc December 2011 - October 2013
Grace United Methodist Church, Baltimore September 1998 - June 2012
PSA Insurance & Financial Services June 2009 - March 2011
PSA Financial Center September 1996 - March 2011
Oxford Capital Management October 1990 - September 1996
Skills
Portfolio Management, Fast Learning, Investments, CRM, Financial Services, Asset Management, Wealth Management, Securities, Asset Allocation, Mutual Funds, Investment Management, Finance, Financial Markets, Start-ups
Education
University of Maryland Baltimore County
BA, Economics
Boys' Latin School 1974 — 1981
Michelle Seda's The Financial Consulate, Inc Experience January 2014 - Present
Job Client Services | Information Planner at Financial Consulate
Industry Marketing and Advertising
Experience
The Financial Consulate, Inc January 2014 - Present
GKV September 2013 - December 2013
Cassidy Turley June 2013 - August 2013
Bertucci's November 2011 - July 2013
Skills
SPSS, Microsoft Office, Multi Tasking, Customer Service, Vocus, BurrellesLuce, CoStar, Adobe Creative Suite
Education
Towson University 2010 — 2014
Bachelor's degree, Business Administration, Marketing
Towson University 2010 — 2013
Bachelor of Science (B.S.), Business Administration - Marketing
The Financial Consulate, Inc January 2014 - Present
GKV September 2013 - December 2013
Cassidy Turley June 2013 - August 2013
Bertucci's November 2011 - July 2013
Skills
SPSS, Microsoft Office, Multi Tasking, Customer Service, Vocus, BurrellesLuce, CoStar, Adobe Creative Suite
Education
Towson University 2010 — 2014
Bachelor's degree, Business Administration, Marketing
Towson University 2010 — 2013
Bachelor of Science (B.S.), Business Administration - Marketing
Amber Shinsky Amber Shinsky's The Financial Consulate, Inc Experience October 2009 - Present
Job Associate Advisor at The Financial Consulate, Inc
Industry Financial Services
Experience
The Financial Consulate, Inc October 2009 - Present
The Financial Consulate, Inc 2009 - 2010
Education
Towson University 2005 — 2010
Accounting/Finance
The Financial Consulate, Inc October 2009 - Present
The Financial Consulate, Inc 2009 - 2010
Education
Towson University 2005 — 2010
Accounting/Finance
Andrew Tignanelli's The Financial Consulate, Inc Experience January 1984 - Present
Job President at The Financial Consulate, Inc
Industry Financial Services
Experience
The Financial Consulate, Inc January 1984 - Present
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Investment Management, Small Business, Retirement, Wealth, Personal Finance, Investments, Portfolio Management, Tax, Accounting, Wealth Management, Risk Management, Strategic Planning
Education
Towson University 1975 — 1979
BS Finance, Accounting
The Financial Consulate, Inc January 1984 - Present
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Investment Management, Small Business, Retirement, Wealth, Personal Finance, Investments, Portfolio Management, Tax, Accounting, Wealth Management, Risk Management, Strategic Planning
Education
Towson University 1975 — 1979
BS Finance, Accounting
Bob Boehner's The Financial Consulate, Inc Experience January 2015 - Present
Job
Industry
Experience
The Financial Consulate, Inc January 2015 - Present
Skills
Accounting, Tax, Microsoft Excel, Management, Financial Reporting, Microsoft Office, Financial Analysis, Financial Planning, Auditing, Microsoft Word
Education
Grove City College 1976 — 1980
Bachelor of Arts, Accounting
The Financial Consulate, Inc January 2015 - Present
Skills
Accounting, Tax, Microsoft Excel, Management, Financial Reporting, Microsoft Office, Financial Analysis, Financial Planning, Auditing, Microsoft Word
Education
Grove City College 1976 — 1980
Bachelor of Arts, Accounting
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