Tim works across portfolio implementation, trading, investment research, operations, and technology, with a focus on helping HH make thoughtful investment decisions and serve clients more effectively. He conducts research across a range of investment topics, serves on the firm’s Investment Committee, and oversees portfolio trading and implementation. He also continually looks for ways to simplify workflows, improve efficiency, and give service teams more time to focus on clients.
One of Tim’s favorite parts of his role is digging into complex questions and developing new approaches to how the firm invests and operates. He enjoys taking on challenges that do not have an obvious solution, whether that means researching an investment idea, improving an existing process, building a new tool, or finding a more efficient way to accomplish a task. He also values the collaborative nature of his work and the opportunity to both learn from his colleagues and share what he has learned along the way.
Tim joined HH in 2012 as an operations intern while attending California State University, Long Beach. He was named Trading Manager in 2014 and advanced to his current role in 2022. Over his time with the firm, his responsibilities have expanded across investment research, trading, portfolio implementation, operations, and process development.
He earned his B.S. in Finance from California State University, Long Beach in 2015, with a minor in Economics.
Outside of work, Tim enjoys spending time with his family, snowboarding, golfing, and staying active. He married in 2023 and is now the proud dad of a baby girl, with a baby boy on the way. When he has the chance to get away, he enjoys heading to the mountains to snowboard or spending time on the golf course.