Tim services institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and overall performance monitoring. 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., as well as portfolio and risk management involving traditional and alternative assets for family offices, corporations and financial institutions in the US, Europe, Asia and South America. He earned a BA in Finance from Stony Brook University and his MBA from Long Island University. Tim volunteers with various nonprofit organizations. In his free time, he enjoys a wide range of reading and movie interests from mysteries, ancient and current history, sports and economic theory. He also enjoys martial arts, professional and college sports and target shooting.