Business Development Principal
Tim is responsible for working with new clients to Golub Group, guiding them through the onboarding process. He also works with many of our firm’s strategic partners in order to develop new value-add opportunities.”
Tim has worked in the investment industry since 1993. Serving in several positions in Institutional Equities such as equities research sales, sales and trading management and equity research product management. Tim established new territories and grew existing and new customer relationships through client relationships and investment advice. He has been involved in the placement of 100’s of equity ipo’s and follow on offerings with institutional investors and was the head of west coast sales and trading at Oppenheimer and co-national sales manager of Wells Fargo Securities. Prior to that, Tim served on active duty in the US Army, as a Commissioned Officer. He achieved the rank of Captain as an Infantry Officer and graduated from the US Army’s Airborne and Ranger Schools.
Tim lives in Marin with his wife Anjie, their two children and their German Shorthaired Pointer, Ranger. Tim spends lots of time in the great outdoors with his family and enjoys: backcountry exploring, flyfishing, skiing, golf and cooking.