Tim has over twenty years of capital market experience spanning a broad array of financial intermediaries, asset classes, and investment strategies. His experience provides him with a broad and varied perspective of the capital markets that serves him well in obtaining a comprehensive understanding of his client's investment objectives, investment strategies and performance attribution.

As an institutional salesman, Tim has provided investment ideas and advice to some of the country's largest financial institutions including:

•  Insurance companies
•  Pension funds
•  Bank trust departments
•  Commercial banks
•  Savings and loans
•  Hedge funds
•  Mutual funds

Upon receiving his post-graduate degree from the University of Wisconsin, Tim began his career on Wall Street in 1985 as an Institutional Fixed Income Salesman for Goldman Sachs; his four years of work as a Fixed Income Salesman included a stint at Smith Barney Harris   Upham. Tim has 17 years of institutional equity research sales experience; most recently, he was at Jefferies   Company for over 8 years, where he was Head of the Midwest Equity Research Sales Team and ran a firm-wide research call; he was also voted top salesman. Tim has also sold equity research for Lehman Brothers, Everen, and Cleary, Gull, Reiland and McDevitt.

Having institutional sales experience as both an equity and a fixed income specialist, Tim has gained a thorough understanding of investment vehicles across a broad array of asset types:

Equity Instruments
•  IPOs
•  Secondary equity offerings
•  PIPES (private investment in public equity security)
•  Warrants
•  Convertibles
•  Private Equity
•  Options
•  Futures

Fixed Income Instruments
•  Corporate debt instruments
•  Private placement debt
•  Mortgage and Asset Backed Securities
•  Preferred Stock
•  Options
•  Futures

Direct Investments in Real Estate

Tim is married with three children, ages 16, 14 and 10. His wife of 20 years is an active volunteer in the community. Tim's interests include travel, sea kayaking, multi-media production, skiing, snowboarding, bicycling, and being a dad.