Tim Harvey Email & Phone Number
Senior Manager @ Aspiriant
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Tim Harvey Location
- San Francisco, CA, US
Tim Harvey Work
- Senior Manager @ (September 2024 - Present)
- Senior Wealth Advisor @ (June 2021 - September 2024)
- Wealth Advisor @ (August 2016 - May 2021)
- Chief Investment Strategist @ (June 2013 - July 2016)
- Financial Advisor @ Bristol Financial Services (October 2010 - May 2013)
- Fundamental Equity Analyst @ Lee Munder Capital Group/Independence Investments (August 2004 - September 2010)
- Research Analyst @ (January 2002 - January 2004)
- Director, Special Projects @ Twentysomething Inc. (January 2000 - January 2001)
- Intern @ (January 2000 - January 2000)
Tim Harvey Education
- Harvard Extension School
Accounting & Financial Statement Analysis
2002-2003 - Haverford College
BA (Economics)
1998-2002 - University of St. Andrews
Semester abroad during junior year (Economics/Finance)
2000-2000
Tim Harvey Skills
- Alternative Investments
- Fixed Income
- DBA
- Portfolio Management
- Investments
- Finance
- Chartered Financial
- Asset Allocation
- Financial Services
- Wealth Management
- Equities
- Brf
- Management Consulting
- Equity Research
- Investment Strategies
- Analytical Skill
- Financial Analysis
- Equity
- Research
- Services
- Analysis
- Investment Management
- Chartered Financial Analyst
Tim Harvey Summary
- Tim Harvey, based in San Francisco, CA, US, is currently a Senior Manager at Aspiriant. Tim Harvey brings experience from previous roles at The Mather Group, LLC, Bordeaux Wealth Advisors, PATHWAY FINANCIAL ADVISORS, LLC and Bristol Financial Services. Tim Harvey holds a 2002 - 2003 Accounting & Financial Statement Analysis @ Harvard Extension School. With a robust skill set that includes Alternative Investments, Fixed Income, DBA, Portfolio Management, Investments and more. Tim Harvey has 2 emails and 1 mobile phone numbers on RocketReach.
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