- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
Tim's portfolio management career began at Northern Trust in 1994. As a Senior Portfolio Advisor, he is responsible for the implementation of Northern Trust's investment philosophy, asset allocation and security selection in accordance with his clients' financial objectives, constraints, and goals.
Experience
Tim served as the Senior Portfolio Manager at J.P. Morgan Chase in Tucson from 2006-2007. His career in the financial services industry started in 1988 at the accounting and consulting firm, Ernst & Young, where he was a Senior Consultant. His focus was on computations and compliance requirements in the municipal bond market underwriting process. From 1991 to 1994 he was employed at Tucson Medical Center as an Accountant.
Community Involvement
Tim is a member of the CFA Institute, the Tucson Society of the CFA Institute, the CFP® Board and the Financial Planners Association of Southern Arizona, and the Rotary Club of Tucson.
Joined Northern Trust
1994
Education
Business Administration From Ohio State University.
Credentials
Chartered Financial Analyst (CFA). Certified Financial Planner (CFP).
Tucson
Cash Services Available | ATM in vestibule*
3450 East Sunrise Drive
Suite 100
Tucson, Arizona 85718