- B.A. in Economics, Trinity College
- Personal Financial Planning Program, University of California, Berkeley
Prior to joining the firm, Tim spent over twenty years as a Director and Senior Equity Trader at ClearBridge Investments, where he was responsible for implementing the firm’s investment strategies. At B|O|S, Tim is responsible for providing investment management and financial planning advice to both private and institutional clients.
Tim lives in Moraga with his family.