Tim services institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and overall performance monitoring. He is a voting member of Fiducient’s Research Forum. Prior to joining the firm in 2021, Tim was a Managing Director/Chief Investment Officer at Clearbrook Global Advisors, LLC. His industry experience also includes options and derivatives trading at Smith Barney and Oppenheimer & Co., portfolio and risk management involving traditional and alternative assets for family offices, corporations and financial institutions in the US, Europe, Asia and South America. Tim earned a BA in Finance from Stony Brook University and his MBA from Long Island University. He volunteers with various nonprofit organizations. In his free time, Tim enjoys a wide range of reading and movie interests from mysteries, ancient and current history, and economic theory. He also enjoys martial arts, professional and college sports.
