As a Research Analyst, Tim is responsible for covering existing investments and generating new ideas.

Tim’s experience includes an Analyst at Susquehanna Financial Group where he covered industrials. Prior to that, he 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 BD Hedgeworks, LLC, and State Street Corporation.

Tim is a graduate of Tufts University with an undergraduate degree in Economics and received a professional certificate in accounting from the University of California, San Diego extension school.

Industry Accreditations & Affiliations

Chartered Financial Analyst® (CFA)

CFA Society Boston – Member

Personal Interests

Tim enjoys spending time with family, carpentry, jogging and home brewing.