As a Client Service Associate, Tim is responsible for providing support to the portfolio managers, serving as a point of contact for clients, assisting with special projects, and providing account administration.
Tim joined Boston Financial Management in 2015. Prior to that, Tim spent four years at State Street Bank & Trust Company, with his most recent position being a Client Service & Operations Manager.
Tim graduated from the University of Massachusetts, Dartmouth with a Bachelor of Science degree in Finance. He is currently pursuing his Master’s degree in Finance at Suffolk University and studying towards the CTFA certification.
Tim enjoys attending Boston sporting events, listening to live music, and spending time with his family’s dogs.