Tim works with investment committees regarding investment policy, asset allocation, liability hedging, and portfolio construction. Tim also provides U.S. Trust with ongoing monitoring and oversight while using tactical asset allocation to take advantage of market opportunities. Prior to joining U.S. Trust, Tim worked at Fidelity Investments, Data Resources and Kidder, Peabody & Company. Tim earned his BA degree from Trinity College and his MBA degree from The Wharton School. Tim lives in the Boston area with his wife and three daughters and enjoys playing various racquet sports and spending time on the water.