Tim began his journey with SFP Wealth in 2017 as an intern before being promoted to portfolio analyst. He then worked as an associate director of research for a Boston-based registered investment advisor, supporting the review and selection, due diligence, and solicitation support for their partner hedge funds and boutique alternative managers. Tim made his way back to SFP Wealth in the spring of 2023 as a Portfolio Manager. He is responsible for overseeing the firm's discretionary models and portfolio reviews, macro-economic outlook, strategic and tactical asset allocation, risk management, and post-trade performance reporting. He also acts as subject matter expert and primary investment liaison between SFP Wealth’s internal and external stakeholders.
Tim holds a B.S in Economics-Finance and an M.S. in Quantitative Finance from Bentley University. He is a Chartered Financial Analyst (CFA) candidate and holds his Series 7, 63, 65, and 82 licenses.
Tim currently resides in Hingham, MA. In his free time, you’re likely to find Tim on the golf course whenever the weather allows. He enjoys all things automotive, from watching Formula One to going on road trips or fixing and driving his vintage muscle car.