TIMOTHY J. VIDENKA JOINS FORZA WEALTH MANAGEMENT, LLC
Registered Investment Adviser adds Chief Investment Officer and Principal
Sarasota, FL (September 2, 2016)- Forza Wealth Management, LLC, a registered investment adviser, announced the addition of Timothy J. Videnka, CFA, as Chief Investment Officer and Principal of the firm. His responsibilities include providing research, management, oversight and assessment of client portfolios amid the company’s expanding relationships in the greater Sarasota area.
“Tim’s fiduciary experience of putting the client first is a perfect match with Forza’s values of providing unbiased investment advice to clients,” Michael E. DeMassa, CFA, CFP®, Founder of Forza Wealth Management. “Forza’s ability to provide cutting edge technology in an integrated platform not only benefits our clients, but also attracts elite industry professionals, like Tim, since it allows more time with clients and less time customizing spreadsheets.”
With over 17 years of industry experience, Mr. Videnka most recently held the position of Vice President and Head of the Investment Department at Caldwell Trust Company. Since 2011, he managed the investment process including directing the asset allocation for the firm and individual security selection for individual clients and nonprofit relationships encompassing over $800 million of investable assets across public markets.
Mr. Videnka received his Bachelor of Arts in Economics at Rollins College, and his Masters in Business Administration from the Crummer Graduate School of Business. He holds the designation of Chartered Financial Analyst and is a member of the CFA Society of Tampa Bay and the CFA Institute.
Information on this web site is directed toward U.S. residents only. Forza Wealth Management, LLC is registered as an investment adviser with the State of Florida and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.