Tim is responsible for sourcing and initial due diligence and assists with investment analysis, pricing, and structuring for Chartline. He is also responsible for managing the firm's investment updates, internal valuations, and supporting annual third-party audits. Having grown up with the firm, Tim has years of exposure to all aspects of the business and has been core to the development of our outbound origination efforts. Tim is based out of our Newton, MA office.
Tim has a B.S.B.A from the Robins School of Business at the University of Richmond and holds the CAIA designation. Originally a native of Wilmington, DE, Tim currently lives in Cambridge, MA.