In his role as an Analyst, Tim provides an important bridge between our Investment Advisory and Operations Teams. He works closely with our advisors on client portfolio management and trading, complex client reporting and presentations, and investment research. Tim also serves as Portfolio Administrator for a small group of assigned relationships.
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. Tim enjoys spending his free time with friends and family.