Tim is Chief Investment Strategist for Lincoln Financial Advisors / Sagemark Consulting. Specialties include fixed-income, equity allocations, alternative investments and affluent wealth management. He serves as Chairman of both the Manager Selection Committee and Investment Policy Committees. The office of the Chief Investment Strategist oversees the allocation of approximately $5 billion across several investment platforms.
Tim worked for NYSE member firms in several positions. He has held the position of manager of arbitrage trading. Tim specialized in debt, convertible and risk arbitrage analysis and trading for the firm’s principal account. He has also worked in municipal finance, arranging municipal and private-use bond issues relating to arbitrage and investment strategies in bond issue proceeds. Proceeds of these issues were generally ten million dollars and greater.
In addition, Tim served as sole portfolio manager of a registered, diversified equity mutual fund. Tim managed all aspects of the fund’s research and trading functions.
Tim received his BA in Political Science from Lipscomb University in 1981. Tim graduated from Vanderbilt University Law School in 1985. He received his Series 7 in 1982.