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As a Portfolio Administrator, Tim has primary responsibility for portfolio accounting, client service, and client reporting. In addition, Tim’s role has grown to involve portfolio management and trading, as well as complex client reporting and presentations. He also contributes to the firm’s investment research endeavors.

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.