As a Research Analyst, Tim is responsible for covering existing investments and generating new ideas.
Before joining Boston Financial Management in 2016, Tim was with Susquehanna Financial Group covering industrials. Prior to Susquehanna, Tim was an Analyst and Forensic Accountant, conducting short-biased equity research across a wide variety of sectors with Off Wall Street Consulting and Voyant Advisors LLC. Tim has also held operations roles at DB HedgeWorks, LLC and State Street Corporation.
Tim is a graduate of Tufts University with an undergraduate degree in Economics, and has received a professional certificate in accounting from the University of California, San Diego extension school.
Industry Accreditation & Affiliations
CFA Society Boston – member
Tim enjoys spending time with family, carpentry, jogging and home brewing.