· Corporate and Municipal Credit Research/Trading

· Chartered Financial Analyst (CFA) designation

 · Completed Certified Plan Fiduciary Advisor (CPFA) and Nonqualified Plan Advisor (NQPA) designations

· Bachelor of Science degree in Finance from Canisius College

Over 19 years of experience in investment management, with a focus on Fixed Income and Asset Allocation

Serving as a Golden Griffin Fund (GGF) mentor keeps Tim connected to Canisius College and its students. He currently serves as Membership Director for the CFA Society of Buffalo and is one of the founders of The CFA Research Challenge of WNY, participating as an administrator/grader every year since its inception. Tim is on the Membership Committee of the Western NY Sustainable Business Roundtable. Tim is also is a past board member of the CFA Society of Rochester, the John F. Wegman Fund, The Friends of The Rochester Public Library, The Greater Rochester Community of Churches (GRCC), and other WNY organizations.