Portfolio Manager @ Ensemble Capital Management (November 2011 - December 2013)
Portfolio Manager and Analyst @ Golub Group is now Summitry, LLC (March 2005 - November 2011)
Vice President @ (May 1998 - March 2002)
Associate @ (January 1998 - May 1998)
Manager, Industry Affairs @ (May 1996 - December 1997)
Research Associate @ (September 1994 - May 1996)
Tim Rich Education
UCLA-Anderson
MBA (Student Investment Fund)
2002-2004
Duke University
AB (Duke Ski Team, Business office of Duke Chronicle (student newspaper), House CC)
1990-1994
Tim Rich Skills
Security Analysis
Business Development
Equities
Mutual Funds
Valuation
Trading
Investment Management
Capital Markets
Asset Allocation
Management
Fixed Income
PowerPoint
SQL
Business Analysis
Portfolio Management
Tim Rich Summary
Tim Rich, based in Denver, CO, US, is currently a Partner at Corient. Tim Rich brings experience from previous roles at Segall Bryant & Hamill, Denver Investments, Ensemble Capital Management and Golub Group is now Summitry, LLC. Tim Rich holds a 2002 - 2004 MBA in Student Investment Fund @ UCLA-Anderson. With a robust skill set that includes Security Analysis, Business Development, Equities, Mutual Funds, Valuation and more. Tim Rich has 2 emails and 2 mobile phone numbers on RocketReach.
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