Tim has spent his career in the financial services industry performing
portfolio management, investment consulting and balance sheet
analysis. Previously, he was Vice President and Senior Portfolio Man-
ager for Banknorth Investment Management in Pittsfield. There, he
managed $200 million of equity and fixed income assets. His clients
were foundations, endowments, educational institutions and high net
Tim was formerly Investment Consultant for Fidelity Investments in
Boston, serving as primary consultant for 401(k) clients with assets
up to $150 million. Other positions included Assistant Treasurer for
First Variable Life in Boston and Staff Consultant for Price Water-
house in Boston.
Tim received a BA in Mathematics from The College of the Holy Cross
in Worcester, MA, followed by an MBA and a Masters in Accounting
from Northeastern University in Boston. Like Messrs. Matty and
Welch, he is also a Chartered Financial Analyst®.