Tim is a partner, a member of the Executive Team, and serves as a portfolio manager and Head of Strategic Solutions. In addition to his role as portfolio manager of the Sustainable Small-Cap Core strategy, Tim and his team are responsible for developing additional investment capabilities that broaden the platform and enhance its ability to serve clients and prospects. Prior to this role, Tim was the director of research and institutional investment management. Before his time as director, Tim worked as a co-portfolio manager of the Small-Cap Growth strategy for nine years until June 2014. Prior to that, he was a research analyst with the Large-Cap Equity team and was responsible for research in the consumer discretionary and energy sectors.

Education

  • Loyola University Maryland, MBA
  • Randolph-Macon College, BA

Community Involvement

  • Board Member, Building21
  • Board Member, Chesapeake Bay Foundation
  • Board Member, Cristo Rey Jesuit High School
  • Board Member, Middendorf Foundation

Certifications

  • Chartered Financial Analyst (CFA®)

Please be alert to impersonation fraud.

Bad actors are impersonating our colleagues, and people across the financial services industry, on WhatsApp and other messaging platforms. We do not solicit business through these means. 

Learn more      Report an incident