Tim has 20+ years of Investment Management and Capital Markets experience as an accomplished team leader and partner in large firms, boutique asset managers and start-up companies. He’s specialized in capital raising, sales & marketing distribution, business development, client relationship management, investor relations and product development. He is familiar with a wide range of investment strategies, both long-only and alternatives, funds, and separately managed portfolios, marketed to a diverse group of investors and clients.
He was a member of the Investment Management Group at Prudential Investments that worked with the top tier advisors in the firm and diverse institutional and high net worth clients. He’s the recipient of the “Chairman’s Award” given to the team member who exceeded all sales and assets raised goals within the Eastern Division, USA.
Tim joined Allegiance Capital, a boutique investment management firm, to help lead their expansion and growth. Over the coming years, he would lead the Eastern Division USA and Europe sales & marketing, investor relations, and capital raising efforts resulting in the firm AUM expansion to over $7.5billion+. The team developed relationships with almost every major brokerage and private bank platform along with several institutional consultants and family offices. They won many asset management assignments for a large variety of clients including corporations, foundations, endowments, ultra net worth investors, unions, and pension plans. Tim was an equity partner in the firm.
Allegiance Capital was acquired by the Macquarie Group who were expanding their US asset management distribution. Tim was a member of the NYC transition team. They expanded product offerings to include: hedge funds, private equity, absolute return, and infrastructure portfolios for select clients. Following the final buyout of the equity partners, Tim worked with the c-suite and founders of smaller asset managers helping expand their distribution and sales efforts within multiple investment channels.
In addition to Tim’s Investment Management experience, he expanded his entrepreneurship as a co-founder and managing partner of TMH Investments, a company that financed and incubated four underlying companies including: an investment company (specialized in wine collections/cellars), an online payment portal, a marketing and design firm, and a made in USA apparel manufacturing & distribution company. The team worked with a diverse group of product development solutions, distribution partners and investors.
Tim has been an advisor and mentor to former Special Forces military officers (Green Berets) transitioning from active duty to the business world.
Tim has a BA from Boston College in Chestnut Hill, MA.
He’s a longtime high-performance driving instructor, having worked with the Audi Club USA, Porsche Club, and Ferrari Club of America at racetracks in the USA and Canada.
Tim and his family recently relocated from the NYC/NJ area to Fort Lauderdale, FL.