Analyst, Client Advisory
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).