Timothy J. Videnka, CFA

Chief Investment Officer & Principal

Phone:941-203-3030
Fax: 941-203-3033

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Background:

Timothy J Videnka is originally from Whitby, Ontario, Canada, and graduated from Rollins College, in Winter Park, FL with a B.A. in economics and minor in business administration.  After Rollins, his first exposure to finance was at a local Winter Park broker dealer on their international bond desk where he assisted in the market making of international bonds, soon after he took a position with Lehman Brothers in New York, on the bond trading desk supporting a sales team and funding the firms balance sheet to the tune of over a billion dollars daily through repurchase agreements.  He returned to Winter Park and Rollins to pursue his MBA at the Crummer Graduate School of Business.  After completing his MBA, Mr. Videnka accepted a position as an investment analyst with a private family office in Sarasota, where he was responsible for analysis of real estate, private equity and operating companies.  From there, he joined Northern Trust as a portfolio manager in Sarasota managing personal and institutional investment portfolios on a discretionary basis according to clients stated risk tolerance and return requirements.  

Prior to becoming CIO at Forza Wealth Management, Mr. Videnka was the head of the investment department at Caldwell Trust where he was responsible for developing and leading the investment function, including designing asset allocation strategies for the firm’s clients including individual stock and bond selection.  Mr. Videnka is a CFA charter holder and a member of the CFA Institute in Charlottesville, VA and the CFA Society of Tampa Bay.


Community:

Mr. Videnka is on the board of the IMG Student Athlete Foundation and is a proud supporter of Goodwill Industries Manasota.


Family Life:

Mr. and Mrs. Videnka live in Sarasota, FL with their two children (ages 10 and 13).  They enjoy staying fit and active.     

 
 
 
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