Portfolio Manager | Century City
Tim is the portfolio manager of First Western Trust, Century City. He joined First Western’s predecessor firm, Ryder Stilwell Investment Advisors in 1995 and serves as a principal advisor to clients, developing individual comprehensive integrated solutions to wealth management problems, including financial planning, asset allocation strategies, asset selection and management, fiduciary and banking services, and estate planning and trust vehicles. Tim is also responsible for the client financial planning function and investment allocation development.
Prior to joining the firm, Tim worked in the corporate banking industry in Southern California for more than 15 years. His duties included relationship management of major accounts, credit analysis, and credit administration as a vice president for both international and domestic institutions, including First Interstate Bank, Banque Paribas, and Sanwa Bank. In addition, he also managed a small manufacturing business in Orange County for three years.
Credentials
- Bachelor of Arts in Economics from the University of California, San Diego
- NMLS ID 658218
Involvement
- Current Chair of the Board of Trustees of the Descanso Gardens Guild
- Past Vice Chairman and member of the Board of Trustees of The Dunn School
- Past President of the Board of Directors of the Pasadena Senior Center