
Gerald A. Townsend is President of Townsend Asset Management Corp., a registered investment advisory firm.
Gerald...
We design and implement strategies to create, grow and conserve wealth, while delivering an unprecedented level of personalized service and expertise.
As a firm, our focus is to understand your goals and develop a plan to reach them. We listen to you and develop a concrete course of action. Together, we work with you to implement those recommendations and monitor the progress.
We believe investment strategy must be based on your unique goals. In the course of achieving reasonable income or growth, your risk tolerance, financial circumstances, and time horizon must also be taken into consideration.
Gerald A. Townsend is President of Townsend Asset Management Corp., a registered investment advisory firm.
Gerald...
James Tarkenton is the Senior Portfolio Manager for Townsend Asset Management Corp.
James has been evaluating...
Caleb Griffith is a Senior Financial Advisor and Tax Planner with Townsend Asset Management Corp and has been with the...
Josie Jiang is a Tax and Financial Advisor for Townsend Asset Management Corp.
Josie is a Certified Public Accountant...
Bonnie Mole is Client Service and Communications Manager at Townsend Asset Management Corp., which she joined in 2014.
...Arne Morris is a Wealth Advisor at Townsend Asset Management Corp.
Arne, a Certified Public Accountant and Personal...
Leon Abbas is a Wealth Advisor with the firm and is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®).
He holds a BS...
Katrina L. Townsend has served as the firm's Business Manager and Office Administrator since its inception in 1982.
K...