Tim joined WBG in early 2015, where his main duties include investment research and assisting our CIO with portfolio construction and implementation. Tim spent the first ten years of his career at Susquehanna International Group as an institutional and proprietary equity trader. Since transitioning to wealth management in 2011, Tim has worked with high net-worth individuals and institutions, constructing portfolios and providing investment analysis and advice on discretionary and self-directed accounts.
Tim earned a Bachelor of Science in Economics in 2001 from the University of Pennsylvania’s Wharton School of Business. He received the CFA charter in 2009 and is a member of the CFA Institute and the CFA Society of Philadelphia.
Tim lives in Garnet Valley, PA with his wife Nicole and two children. He enjoys staying active and spending time with his family.