Tim joined Aureus in 2015 as a portfolio analyst. He brings eight years of experience, and provides analysis for client portfolios, coordinates the implementation of investment strategies for new clients and contributes to investment research for the firm. Prior to joining Aureus, Tim was Senior Private Client Investment Associate for Wilmington Trust. His experience includes working for William O’Neil + Co. and MFS. Tim received his BBA from the University of Massachusetts and is a CFA charterholder.