
Tim has spent his career in financial services performing portfolio management, investment consulting, and balance sheet analysis. He joined St. Germain in 2004 and was named to the Board of Directors in 2014. As a member of the Investment Policy Committee, Tim is responsible for crafting investment portfolios for St. Germain clients. Previously, he served as Vice President and Senior Portfolio Manager at Banknorth Investment Management in Pittsfield, managing $200 million in equity and fixed income assets for foundations, endowments, educational institutions, and high net worth individuals. Earlier roles included Investment Consultant at Fidelity Investments in Boston and CPA at Price Waterhouse.
Tim earned his BA in Mathematics from The College of the Holy Cross and MBA/MA in Accounting from Northeastern University. He holds the CFA designation and is a member of both the CFA Institute and CFA Society of Boston. Tim lives in Pittsfield with his wife Ana and enjoys hiking, skiing, and exploring the Berkshires.