Tim has over 30 years of sales, marketing and business management experience in the asset management industry. He has focused on serving State and Local Governments, Corporations, Endowments, Foundations, Healthcare and Taft Hartley plans in meeting their investment objectives. Prior to joining TriLinc, Tim was a Director at PFM asset Management where he focused on expanding PFM’s reach across all products and services in the western region. Tim was named Institutional Investor’s “Marketer of the Year” in 2009. Previously, Tim held senior positions at several large investment firms including, Mellon Capital Management, Putnam Investments, and RCM Capital Management. Tim has sat on advisory boards and committees for various state and national organizations including the State Association of County Retirement Systems of California, Institutional Investors Institute, and the Texas Public Employee Retirement System.
Tim graduated from the University of California, Los Angeles with a B.A. in Economics and holds the Certified Investment Management Analyst (CIMA) designation and FINRA Series 6, 7, 24 and 63 licenses.
• Languages: English