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Professional designations
Chartered Financial Analyst (CFA)
Member, CFA Society of San Francisco
Current responsibility
Timothy is a senior investment consultant in Milliman’s San Francisco office. He is also a co-consultant to six client relationships.
Experience
Timothy joined Milliman through a predecessor firm in 1999 and has taken on a number of increasingly responsible roles over his tenure with the company. His responsibilities include conducting asset allocation studies, developing investment policy statements, directing manager search projects, and conducting due diligence research on investment managers.
In addition to these duties, Timothy also is involved in the analysis of investment managers' portfolio characteristics and the analysis of total fund performance attribution. He prepares quarterly investment reports and regularly meets with clients.
Affiliations
Member, CFA Institute (formerly AIMR)
Member, CFA Society of San Francisco
Education
BA, Economics and Environmental Science, Northwestern University | 