Tim Nash

Stratège de marché chez Aequitas Investment Advisors LLC

Profil

Mr. Timothy B.
Nash is a Principal & Chief Portfolio Strategist at Aequitas Investment Advisors LLC.
He joined Aequitas in June of 2017.
Mr. Nash served as a trusted advisor at four large financial institutions in Boston and New York.
As the lead investment counselor for a top global Citi Private Banking team, he helped offset the outsized investment risks owned by real estate and private equity principals.
Prior to that, he served as a Managing Director and Senior Portfolio Strategist to some of US Trust’s largest institutional clients, managing $3.6 billion in pension, endowment, foundation and trust portfolios.
He also served as an investment advisor to major defined contribution plan sponsors while at Fidelity Investments in Boston, and successful entrepreneurs and portfolio managers while at Kidder Peabody & Co. in New York City.
He holds a Masters of Business Administration from The Wharton School at the University of Pennsylvania, a Bachelor of Arts from Trinity College in Hartford, the CERTIFIED FINANCIAL PLANNERTM designation, the Chartered Financial Analyst (CFA®) designation and the Chartered Alternative Investment Analyst designation (CAIA®).

Postes actifs de Tim Nash

Sociétés	Poste	Début
Aequitas Investment Advisors LLC	Stratège de marché	01/06/2017

Formation de Tim Nash

The Wharton School of the University of Pennsylvania	Masters Business Admin
Trinity College (Connecticut)	Undergraduate Degree