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Timothy Roe Location
Evansville, IN, US
Timothy Roe Work
2024 -now Senior Vice President | Senior Portfolio Manager @
2019 -2024 Senior Vice President | Senior Portfolio Manager | Team Lead of Portfolio Management @
2015 -2019 Vice President | Senior Portfolio Manager | Team Lead @
2008 -2015 Vice President | Senior Portfolio Manager @
2000 -2007 Vice President | Equity Research and Portfolio Manager @ LYNCH & Associates
1995 -2000 Assistant Vice President | Portfolio Manager @
1992 -1995 Associate Portfolio Manager @ Anthem Capital Management
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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