Tim joined EFGAM in 2016 as a Senior Portfolio Manager specialising in the research and analysis of financial services and financial technology growth companies. He manages the New Capital US Small Cap Growth Fund. Tim is an industry veteran who covered these names for 13 years whilst at Mazama Capital Management. His previous role was at Pacific Crest Securities, where he was a Senior Research Analyst specialising in financial technology stocks. Prior to this he worked at Stifel, Nicolaus & Co.as a Research Analyst focused on specialty finance companies. Before entering the securities industry, Tim was employed by a publicly-traded specialty finance company where he handled investor relations, financial analysis and strategic planning.
Tim holds a MBA from the University of Texas, graduating cum laude, and BA in Business Administration from Wichita State University, where he graduated summa cum laude and was elected to the Beta Gamma Sigma Honour Society.