“There’s nothing better than that ‘a-ha’ moment with clients! It’s like an epiphany when they realize how we are working together in an iterative, ongoing way to coordinate the care of their financial lives and channel their emotions and drive into a sound, realistic and sustainable plan to reach their goals and dreams.”
Tim co-founded Shorepoint Capital Partners LLC in 2009 and has over 23 years of financial services experience. He works with individuals and families to develop goals-based wealth management plans and customized investment strategies designed to achieve their long-term objectives. He also advises corporate and nonprofit clients on their 401(k), defined benefit and other retirement plans.
Tim has been recognized as a Five Star Wealth Manager by Boston Magazine and Five Star Professional for seven consecutive years.
Professional Experience and Education
Tim founded Shorepoint after working as an independent financial advisor for over 15 years. He previously worked as a financial advisor for both Morgan Stanley and S.G. Cowen. After graduating cum laude from Harvard College, where he played varsity baseball, he served as a Head Teaching Fellow at Harvard University and earned Certificates of Distinction in Teaching consecutively for all three years.
His thought-provoking commentary on equity risk and valuation was featured in Barron’s, and he wrote the Introduction to the latest editions of Humphrey B. Neill’s investment classics The Art of Contrary Thinking and The Ruminator.
Board Memberships and Nonprofit Work
As a former teacher, Tim is passionate about education. He serves on the Development and Investment Committees at Community Preparatory School in Providence, RI. He is also a director on the Classical High School Alumni Association Board, where he chairs the Development Committee and is a member of the Finance Committee.
Tim is a gifted and prolific creative writer. His fiction has appeared in Doubletake Magazine and 25-and-under/Fiction, and his poems have been published in Sojourn. Tim’s also a big fan of donuts. He’s a Dunkin’ Donuts franchisee and an investor in private equity, real estate and several food-related companies. He splits his time between Norwood and Westport, MA, and is the proud father of a teenage daughter and son.