Tim joined Aequitas in June of 2017 after serving as a trusted advisor at four large financial institutions in Boston and New York over a period of 30 years. As the lead investment counselor for a top global Private Banking team, Tim helped offset the outsized investment risks owned by real estate and private equity principals. Prior to that, Tim served as a Managing Director and Senior Portfolio Strategist to some of US Trust’s largest institutional clients, managing $3.6 billion in pension, endowment, foundation, and trust portfolios. Tim has also served as an investment advisor to major defined contribution plan sponsors while at Fidelity in Boston and as a financing advisor to successful entrepreneurs while at Kidder Peabody & Co. in New York City.

Tim currently serves on the Board of Road to Responsibility, an organization that finds jobs and housing for adults with special needs. He has also served on the boards of the Hingham High School Rowing Association, the Hingham Maritime Center, the MiddCORE program at Middlebury College and he has served on various committees for the Hingham Congregational Church, the Hingham Yacht Club, and Black Rock Country Club.

Tim holds a Master of Business Administration (MBA) from The Wharton School at the University of Pennsylvania, a Bachelor of Arts (BA) from Trinity College in Hartford, the CERTIFIED FINANCIAL PLANNER TM designation, the Chartered Financial Analyst designation (CFA®), and the Chartered Alternative Investment Analyst designation (CAIA®).