Tim Robinson
Analyst-Equity chez Boston Financial Management LLC
Profil
Mr. Timothy M.
Robinson, CFA, is a Research Analyst at Boston Financial Management LLC.
He is responsible for covering existing investments and generating new ideas.
Before joining Boston Financial Management in 2016, Mr. Robinson was with Susquehanna Financial Group covering industrials.
Prior to Susquehanna, he was an Analyst and Forensic Accountant, conducting short-biased equity research across a wide variety of sectors with Off Wall Street Consulting and Voyant Advisors, LLC.
He has also held operations roles at DB HedgeWorks, LLC and State Street Corporation.
He is a graduate of Tufts University with an undergraduate degree in Economics, and has received a professional certificate in accounting from the University of California, San Diego extension school.
Postes actifs de Tim Robinson
| Sociétés | Poste | Début |
|---|---|---|
Boston Financial Management LLC
 Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations. | Analyst-Equity | 01/01/2016 |
Anciens postes connus de Tim Robinson
| Sociétés | Poste | Fin |
|---|---|---|
Susquehanna Financial Group LLLP
 Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients. | Analyst-Equity | 01/01/2016 |
Voyant Advisors LLC
 Voyant Advisors LLC Investment ManagersFinance Voyant Advisors is a research firm located in San Diego, California. The firm performs in-depth accounting policy and working capital analysis to assess the validity and reliability of the earnings, cash flow and financial position reported by U.S. public companies. The research provides rigorous analysis of companies that exhibit signs of potential fundamental business deterioration, competitive landscape challenges, and/or operational inefficiencies that may be precursors of future earnings disappointments. Voyant Advisors employs a unique systematic three stage research process to identify companies exhibiting a high risk of underperformance. On a monthly basis, clients receive 2-3 comprehensive reports focused on companies in which Voyant Advisors believes to have a high probability of underperforming over the next 1-3 quarters. Voyant Advisors also provides a monthly Balance Sheet Watch List highlighting 4 to 8 companies exhibiting an elevated risk of near term underperformance. | Analyst-Equity | 01/01/2011 |
Investors Bank & Trust Co.
 Investors Bank & Trust Co. Regional BanksFinance Investors Bank & Trust Co. provides financial services. It processes securities for mutual funds, investment advisors, banks, insurance companies and other asset managers. It has offices in the US, Canada, Ireland and the Cayman Islands. Investors Bank & Trust was founded in 1969 and is located in Boston, MA | Corporate Officer/Principal | 21/01/2004 |
Formation de Tim Robinson
| Tufts University | Undergraduate Degree |
| University of California San Diego | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Boston Financial Management LLC
Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations. | Finance |
Susquehanna Financial Group LLLP
Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients. | Finance |
Investors Bank & Trust Co.
Investors Bank & Trust Co. Regional BanksFinance Investors Bank & Trust Co. provides financial services. It processes securities for mutual funds, investment advisors, banks, insurance companies and other asset managers. It has offices in the US, Canada, Ireland and the Cayman Islands. Investors Bank & Trust was founded in 1969 and is located in Boston, MA | Finance |
Voyant Advisors LLC
Voyant Advisors LLC Investment ManagersFinance Voyant Advisors is a research firm located in San Diego, California. The firm performs in-depth accounting policy and working capital analysis to assess the validity and reliability of the earnings, cash flow and financial position reported by U.S. public companies. The research provides rigorous analysis of companies that exhibit signs of potential fundamental business deterioration, competitive landscape challenges, and/or operational inefficiencies that may be precursors of future earnings disappointments. Voyant Advisors employs a unique systematic three stage research process to identify companies exhibiting a high risk of underperformance. On a monthly basis, clients receive 2-3 comprehensive reports focused on companies in which Voyant Advisors believes to have a high probability of underperforming over the next 1-3 quarters. Voyant Advisors also provides a monthly Balance Sheet Watch List highlighting 4 to 8 companies exhibiting an elevated risk of near term underperformance. | Finance |