Tim Nash
Market Strategist at Aequitas Investment Advisors LLC
Profile
Mr. Timothy B.
Nash is a Principal & Chief Portfolio Strategist at Aequitas Investment Advisors LLC.
He joined Aequitas in June of 2017.
Mr. Nash served as a trusted advisor at four large financial institutions in Boston and New York.
As the lead investment counselor for a top global Citi Private Banking team, he helped offset the outsized investment risks owned by real estate and private equity principals.
Prior to that, he served as a Managing Director and Senior Portfolio Strategist to some of US Trust’s largest institutional clients, managing $3.6 billion in pension, endowment, foundation and trust portfolios.
He also served as an investment advisor to major defined contribution plan sponsors while at Fidelity Investments in Boston, and successful entrepreneurs and portfolio managers while at Kidder Peabody & Co. in New York City.
He holds a Masters of Business Administration from The Wharton School at the University of Pennsylvania, a Bachelor of Arts from Trinity College in Hartford, the CERTIFIED FINANCIAL PLANNERTM designation, the Chartered Financial Analyst (CFA®) designation and the Chartered Alternative Investment Analyst designation (CAIA®).
Tim Nash active positions
Companies | Position | Start |
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Aequitas Investment Advisors LLC
Aequitas Investment Advisors LLC Investment ManagersFinance Aequitas Investment Advisors LLC (Aequitas) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Hingham, Massachusetts. The firm was founded by Warner Henderson in 1991. Aequitas provides individual clients, trustees, charitable foundations and non-profit organizations with highly personalized service in the management of their financial assets. | Market Strategist | 2017-05-31 |
Training of Tim Nash
Trinity College (Connecticut) | Undergraduate Degree |
The Wharton School of the University of Pennsylvania | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Aequitas Investment Advisors LLC
Aequitas Investment Advisors LLC Investment ManagersFinance Aequitas Investment Advisors LLC (Aequitas) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Hingham, Massachusetts. The firm was founded by Warner Henderson in 1991. Aequitas provides individual clients, trustees, charitable foundations and non-profit organizations with highly personalized service in the management of their financial assets. | Finance |
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