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Timothy Over

Timothy Over

Portfolio Analyst

“I wouldn’t say this is my favorite book of all time, but it is one that changed the direction of my life. When the Great Recession of 2008 occurred, I was only 13 years old. I remember the chaos on the news, which for some reason piqued my interest and curiosity in finance and investing. I wasn’t certain this would be my ultimate path until I read the book called The Big Short, by Michael Lewis. I remember driving down to my Aunt’s house in South Carolina and reading the book cover to cover, unable to put it down. I was fascinated by the exotic terms like CDOs and credit default swaps, the concept of which almost destroyed the global economy. From that point on, I knew I would pursue a Bachelor’s Degree in finance and ultimately a Master’s Degree in quantitative finance. This one book alone has placed me on my current path to become a Chartered Financial Analyst!”

 

Tim joined SFP Wealth in June of 2018 after spending almost all of 2017 as an intern in our Investment department. Tim is our Portfolio Analyst and is responsible for investment analyses, portfolio reviews and the ongoing monitoring and trading of our platform models. Tim is also an active member of our investment committee.

Tim graduated from Bentley University with a B.S. in Economics and Finance and an M.S. in Quantitative Finance. Tim holds the Series 7 and 63 licenses. In addition, Tim is currently a candidate for the Chartered Financial Analyst designation.

In his free time, Tim enjoys building and racing cars, spending time with family and taking study breaks, when time permits.