Tim is an Investment Analyst at Mason & Associates. He works closely with the firm’s principal and investment manager in developing, implementing and reviewing Mason & Associates’ investment strategies.
Most recently, he was a senior analyst at AdvicePeriod, where he helped advisors for high net worth clients manage investment portfolios, fulfill client requests, and create presentations. He also worked as a results analysis associate at Capital Group, where he provided returns and related metrics for shareholder reports and marketing pieces and developed technical solutions for automating reports and streamlining data delivery. He also worked as a violinist for the American Youth Symphony and a research intern at the New York State Water Resources Institute.
Tim graduated in 2015 from Cornell University with a B.A. in mathematics. He enjoys running, playing the violin, and being an automotive enthusiast.