Senior Portfolio Manager, San Rafael
We routinely evaluate our processes, operational procedures and investments – all with the intention of providing the best client service.
Tim is responsible for creating the portfolio recommendations for all San Rafael clients. In 2017, he handled $380M in trades with a great attention to detail and a quality of work that’s given him a track record of three years without a single trade error. His ability to both see the “big picture” and how all of the parts and pieces of a system fit together make him an incredible asset to the team.
Tim has been with Private Ocean since 2010 and in his spare time he and his wife, admitted foodies, enjoy trying out new restaurants in the area – that is, when they aren’t cooking and serving up gourmet meals at home. An East Coast transplant from Massachusetts, he’s a die-hard Red Sox, Celtics, and Patriots fan.
- BS in Economics, Bridgewater State University, Bridgewater, MA