Tim joined our firm from T. Rowe Price in March 1999 as a portfolio manager and is responsible for overseeing the firm’s investment advisory practice which includes investment management of taxable and non-taxable accounts and planning services for retirement, estates, trusts, endowments and income taxes for the firm’s clients.
Tim believes that “Superior long term results are achieved with constant analysis of each investment. We approach each equity investment as if we were going to buy the entire company. During ownership, we continue to analyze the investment to ensure the fundamentals and objectives of the company continue to improve and proper valuations are maintained.” Prior to joining the firm, Tim spent several years in the financial services industry, including positions as research analyst, equity trader and statistician with T. Rowe Price and Croft-Leominster, both investment advisory firms located in Baltimore, Maryland.
Tim graduated from Mount Saint Mary’s University, Emmitsburg, Maryland, in 1993. He received Bachelor of Science degrees in economics and finance. Tim is also a graduate of St. Mary’s Ryken High School in Leonardtown, Maryland. Additionally, Tim has completed the National Association of Securities Dealers (NASD) Series 65 exam.
Tim and his wife, Christina, live in Highland Maryland with their three children. Tim is a former member of the Endowment Committee for Mount St. Mary’s University. Tim is also a member of The Annapolis Yacht Club and The Southern Maryland Society, and is also a former board member of the Society.
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