Tim serves as Co-Portfolio Manager on our Biltmore Select strategy and is a member of Biltmore’s Investment Committee. Tim is qualified to sit for the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification exam, having completed the required qualifying program through Farleigh Dickinson University. He has also been quoted in industry publications such as the CNNMoney.com and TheStreet.com.
Prior to joining Biltmore Capital Advisors, Tim worked for Morgan Stanley Institutional Prime Brokerage, Fixed Income and Derivatives Division at their Headquarters in New York City. He also spent time at Smith Barney Global Wealth Management, where he was jointly responsible to oversee $7 Billion in assets, servicing accounts for corporate executives, and executing investment strategies. Tim graduated from Drew University with a Bachelor’s Degree in Economics and Finance.Meet Our Leadership Team