In his role as an Analyst, Tim provides an important bridge between our Investment Advisory and Operations Teams.  Tim plays a key role in our trading, rebalancing, portfolio management, and performance reporting processes and is helping to shape our tech stack decisions.

Tim has a bachelor’s degree in Finance from Duquesne University and is a candidate for the Chartered Financial Analyst (CFA) designation. He resides in Pittsburgh with his wife, Taylor and son, Carter. Tim enjoys spending his free time with friends and family.