Client Advisory


Tim is a Senior Associate in the San Francisco office. He is responsible for assisting with the office’s trading desk operations and has responsibility for executing trades for multiple client portfolios.

Prior to joining Cerity Partners, Tim served as Head Trader at Ashfield Capital Partners. Previously, he was a Trader at Adelante Capital Management and Head Trader at Harris Bretall Sullivan & Smith, where he worked extensively on managed accounts. Tim began his career in 1983 at Kidder Peabody & Co., working on the block trading desk and trading fixed income securities.


  • Bachelor’s degree from the University of California, Berkeley

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