Partner, Portfolio Manager
Tim has over twenty years experience managing balanced portfolios for high net worth clients, equity accounts for institutional clients and equity mutual funds. Tim was previously a managing director at US Trust Corporation and, following Bank of America's acquisition of US Trust, a Senior Equity Portfolio Manager with Columbia Management. His group managed over $14 billion in assets. Tim received his A.B. from Princeton University in 1987 and an MBA from Columbia in 1999. He is the President of the Mianus River Gorge Preserve and on the board of the Blythedale Children's Hospital.