Prior to joining Merrill, Tim customized risk management and hedging solutions using options and derivatives for some of the world’s largest commercial producers and consumers of base and precious metals, and energy products. Tim was Director of Precious Metals, Commodities, and Derivatives at Union Bank of Switzerland in New York. Prior to that, Tim was Vice President of Sales and Trading: Base and Precious Metals at Deutsche Bank, and Kleinwort Benson, both also in New York. He now leverages that experience to assist individuals and families navigate the complexities of substantial wealth.
After graduating from Georgetown Preparatory School in Maryland, Tim went on to earn his Bachelor’s degree from Ohio Wesleyan University. Tim has been active in the New Canaan community and was a first responder and volunteer fire fighter for over ten years. He has been a trustee of New Canaan Fire Company #1. Tim is also a past board member of the New Canaan Field Club. He is a founding member of the Clara Barton Society at the American Red Cross, New Canaan chapter, and active in charitable endeavors including the St. Baldrick’s Foundation (a national organization dedicated to children’s cancer research). He and his wife reside in New Canaan and have two grown children. In his free time, Tim enjoys racket sports, scuba diving, sailing, and hunting with his family.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
*Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Lynch Financial Advisor.
As your Merrill advisor, I take the time to understand what's important to you so I can provide personalized investment strategies built around your priorities, risk tolerance, time horizon, liquidity needs and goals. Thoughtful advice and guidance is provided to help you achieve your goals, including those related to your preferred lifestyle and desire to secure a legacy that can last beyond your lifetime.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
