fb-pixel
Select Page

Meet Hillary Poole

October 28, 2020

 

Hillary Poole is one of TCG’s Institutional Consultant. Joining us in 2015, Hillary came from a medical device sales background where she used her finance background to assist her clients in optimizing their assets. Her passion for serving clients and creating meaningful relationships made her transition back into the financial sector smooth and has made her a valued team member for TCG.

Serving as Institutional Investment Advisor for accounts managed by TCG Advisors, Hillary assists our municipal institutional clients, managing their many different investment criteria and ensuring investment choices are within compliance guidelines. Her focus is on their portfolios assisting in managing approximately $1.5 Billion.     

Hillary grew up in a family of educators, her father is a superintendent at Barbers Hill ISD, her grandparents, aunts, uncles are all educators. “Growing up hearing about how school districts struggle to make the most of their financial resources drove me to participate in making a difference. Working at TCG allowed me to help districts plan for the future and improved the educational system for kids.”, says Poole. 

HIllary graduated from Texas A&M University with a bachelors in finance.

Find an advisor

You don’t have to figure things out on your own. Click below to get matched with an advisor.

Get started →

Retirement Readiness Analysis

Schedule a meeting with a Retirement Plan Specialist find out your retirement income gap and when you can afford to retire.

Schedule now →

A Better Small Business 401(k)

Don’t let your employees pay high fees and get stuck with bad investments. Request a no-cost analysis today!

Request a demo →

Connect with Us

Related Posts

Meet Steve Orta

Meet Steve Orta

Steve Orta is the Managing Director of Business Development and Partner at TCG Group Holdings LLP. He is responsible for overseeing TCG’s...

read more

0 Comments

0 Comments

Submit a Comment

Your email address will not be published.

Share This