After a ten-year hiatus, Tim is leveraging his vast experience in investment and wealth management and rejoining LBA as Principal & Investment Strategy.
Prior to his return, Tim was a Senior Vice President and Private Client Advisor with US Trust in Boston, where he led a team of specialists who addressed the investment and sophisticated wealth management needs of families and institutions. Tim was also a Senior Vice President and Senior Relationship Manager with Atlantic Trust in Boston, where he focused on portfolio construction and client needs, heading up a team of experts, and serving on Boston’s Senior Management team. Tim has also had a tenure at Pillar Financial Advisors in Waltham as the Head of Investments where he chaired the Investment Committee and was in charge of portfolio construction and individual investments for the firm.
Tim earned his M.S. in Finance from Northeastern University and his B.A. from Fairfield University. He holds a certificate in financial planning from Boston University.
Tim is an Overseer at the Boston Museum of Science. In his free time, he has lectured in the Department of Finance at Northeastern University. Tim resides west of Boston with his wife and their two sons.