CPA/PFS, CGMA, AIF®
Tim fosters great relationships with his clients; his objective is to assist them in all facets of their financial lives. Working with the Halbert Hargrove team, he builds and implements a disciplined, ongoing process that ensures that all the complexities inherent to his clients’ wealth are addressed. Tim has been with HH, based in our Long Beach office, since 1994. His longevity with the firm, he says, “gives me the opportunity to be a leader and play a part in developing the next generation. That’s very rewarding to me.”
Before joining HH, Tim was based in London, England, as a Founder, Principal and Director of Falcon Real Estate Investment Company, Ltd., serving institutional and individual property investors in Europe, the Middle East and Africa. Between 1989 and 1991, he was Vice President of Chase Manhattan Bank Private Banking, overseeing private client investments in the bank’s Europe, Middle East and Africa divisions.
Tim began his career with Russell Investments, advising institutional clients on their investment portfolios. He spent three of his 11 years with Russell on a Canadian assignment in the firm’s Toronto office.
Tim is a 1977 Business Administration graduate of Pacific Lutheran University and has served on the Executive Advisory Board of PLU’s School of Business. A CPA/PFS and CGMA, he has served in several leadership roles since 1994 at both the chapter and state levels with the California Society of Certified Public Accountants. He is also an active member of the AICPA. Tim was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies in 2003.
With his wife Kerry, he shares a home life with two children, a dog and four cats. Tim is proud of his service on the Long Beach Area Council of The Boy Scouts of America Shooting Sports Committee, as well as an Assistant Scoutmaster for his troop and a Council merit badge counselor for fishing, rifle and shotgun. An active sculler and member of the Long Beach Rowing Association, he is a Director of the Southern California Rowing Foundation, and a gold medalist in international rowing competition. In his down time, Tim likes to read and drive long distances to places he’s never been.