Timothy Roe Email & Phone Number
Senior Vice President | Senior Portfolio Manager @ Baird Trust Company (“Baird Trust”)
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Timothy Roe Location
- Evansville, IN, US
Timothy Roe Work
- Senior Vice President | Senior Portfolio Manager @ (May 2024 - Present)
- Senior Vice President | Senior Portfolio Manager | Team Lead of Portfolio Management @ (May 2019 - April 2024)
- Vice President | Senior Portfolio Manager | Team Lead @ (June 2015 - April 2019)
- Vice President | Senior Portfolio Manager @ (January 2008 - May 2015)
- Vice President | Equity Research and Portfolio Manager @ LYNCH & Associates (June 2000 - December 2007)
- Assistant Vice President | Portfolio Manager @ (October 1995 - April 2000)
- Associate Portfolio Manager @ Anthem Capital Management (May 1992 - September 1995)
Timothy Roe Education
- Wake Forest University
Bachelor's degree (Mathematical Economics)
1988-1992
Timothy Roe Skills
- Portfolio Management
- Wealth Management
- Asset Allocation
- Investments
- Investment Strategies
- Asset Managment
- Mutual Funds
- Investment Advisory
- Investment Management
- Alternative Investments
Timothy Roe Summary
- Timothy Roe, based in Evansville, IN, US, is currently a Senior Vice President | Senior Portfolio Manager at Baird Trust Company (“Baird Trust”) . Timothy Roe brings experience from previous roles at Fifth Third Bank and LYNCH & Associates. Timothy Roe holds a 1988 - 1992 Bachelor's degree in Mathematical Economics @ Wake Forest University. With a robust skill set that includes Portfolio Management, Wealth Management, Asset Allocation, Investments, Investment Strategies and more. Timothy Roe has 1 emails on RocketReach.
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