Tim is responsible for supporting Client Advisory by managing client portfolios, financial modeling, researching investment and macroeconomic trends, and general financial analysis.
Prior to joining Crestone, Tim held internship positions at J.P. Morgan Private Bank and Campbell Williams Inc., where his responsibilities included portfolio attribution, financial modeling, and internal research. Tim also started RemoteSATprep.com, a 1:1 virtual SAT prep tutoring business.
Tim graduated magna cum laude with a Bachelor of Science in Business Administration degree in Finance from the University of Miami. At the University of Miami, Tim co-led the investment fund of the TAMID Chapter (experiential learning through business in Israel).
What do you love most about being part of Crestone?
Everyone I work with and how relentlessly dedicated the team and the brand are to doing the absolute best for every client. The culture is incomparable; it’s like a family!
What do you enjoy most about wealth management?
Every client having a unique situation combined with markets that constantly change makes every day new and exciting. I enjoy connecting with people and thinking about financial markets. A career that combines both is perfect
What is your favorite book or what’s the most influential book you’ve read?
When Genius Failed is the most influential book I’ve read. To me, it shows both the importance of remaining humble in times of success and being willing to adapt plans when times change.