Tim has spent his career in the financial services industry performing portfolio management, investment consulting and balance sheet analysis. Previously, he was Vice President and Senior Portfolio Manager for Banknorth Investment Management in Pittsfield. There, he managed $200 million of equity and fixed income assets. His clients were foundations, endowments, educational institutions and high net worth individuals.
Tim was formerly Investment Consultant for Fidelity Investments in Boston, serving as primary consultant for 401(k) clients with assets up to $150 million. Other positions included Assistant Treasurer for First Variable Life in Boston and Staff Consultant for Price Waterhouse in Boston.
Tim received a BA in Mathematics from The College of the Holy Cross in Worcester, MA, followed by an MBA and a Masters in Accounting from Northeastern University in Boston. Like Messrs. Matty, Farkas and Welch, he is also a Chartered Financial Analyst®.