Tim Holtz
Portfolio Manager-Equities at Ironclad Investments LLC
Profile
Mr. Tim Holtz, CFA MBA, is a Portfolio Manager at Ironclad Investments LLC.
Mr. Holtz joined the Firm in 2012 and was subsequently promoted to Director of Research prior to becoming a Portfolio Manager in 2017.
Mr. Holtz previously worked as a Senior Financial Analyst at SunGard where he was responsible for research, analysis and forecasting.
Prior to SunGard, Mr. Holtz was a Senior Pension Fund Accountant at the Bank of New York Mellon where he was responsible for ERISA reporting, as well as auditing and accounting, for more than $10 billion in assets.
He received his undergraduate degree from the University of Central Florida and an MBA from Warrington College of Business Administration.
He is a CFA charterholder.
Tim Holtz active positions
| Companies | Position | Start |
|---|---|---|
Ironclad Investments LLC
 Ironclad Investments LLC Investment ManagersFinance Ironclad Investments LLC is an independent, SEC-registered investment advisor headquartered in Maitland, Florida. The firm was founded by Rodolfo “Rudy” Aguilera in 2010. The firm manages the Ironclad Managed Risk Fund, a registered open-ended mutual fund. | Portfolio Manager-Equities | 2011-12-31 |
Former positions of Tim Holtz
| Companies | Position | End |
|---|---|---|
Ellucian Support, Inc.
 Ellucian Support, Inc. Packaged SoftwareTechnology Services Ellucian Support, Inc. provides supporting services to education industry. The company was founded in 1968 and is headquartered in Malvern, PA. | Corporate Officer/Principal | 2012-09-30 |
The Bank of New York Mellon Corp. (Investment Management)
 The Bank of New York Mellon Corp. (Investment Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Investment Management) (BNY Mellon) is the asset management arm of The Bank of New York Mellon Corp. (NYSE: BK), an American investment banking services holding company headquartered in New York City. The firm was founded as the result of the merger between The Bank of New York Company, Inc. and Mellon Financial Corporation in 2007. BNY Mellon is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. They provide investment management services to financial institutions, corporations, government entities, endowments/foundations and high-net-worth individuals. | Corporate Officer/Principal | 2007-09-30 |
Training of Tim Holtz
| University of Central Florida | Undergraduate Degree |
| Warrington College of Business Administration | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Ironclad Investments LLC
Ironclad Investments LLC Investment ManagersFinance Ironclad Investments LLC is an independent, SEC-registered investment advisor headquartered in Maitland, Florida. The firm was founded by Rodolfo “Rudy” Aguilera in 2010. The firm manages the Ironclad Managed Risk Fund, a registered open-ended mutual fund. | Finance |
The Bank of New York Mellon Corp. (Investment Management)
The Bank of New York Mellon Corp. (Investment Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Investment Management) (BNY Mellon) is the asset management arm of The Bank of New York Mellon Corp. (NYSE: BK), an American investment banking services holding company headquartered in New York City. The firm was founded as the result of the merger between The Bank of New York Company, Inc. and Mellon Financial Corporation in 2007. BNY Mellon is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. They provide investment management services to financial institutions, corporations, government entities, endowments/foundations and high-net-worth individuals. | Finance |
Ellucian Support, Inc.
Ellucian Support, Inc. Packaged SoftwareTechnology Services Ellucian Support, Inc. provides supporting services to education industry. The company was founded in 1968 and is headquartered in Malvern, PA. | Technology Services |
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