I’m excited to announce the addition of Tim Hai, CFA®, CAIA® to our team at Partnership Wealth Management as Chief Investment Officer. After over a year of partnering with us as a third-party investment manager, Tim has joined PWM full time. Here’s some background information about Tim:
Tim has 25 years of investment experience that includes the research and direct investment management of stocks and bonds for high net worth and small business clients. Additionally, Tim had direct oversight of a $10 billion pension fund’s equity and fixed-income investment portfolios that were managed by outside investment managers. Tim had specific oversight of the pension fund’s $1.2 billion concentrated managers program that sought to extract value add from some of the country’s best investment managers through a mandate that required high conviction and a limited number of stock positions. Tim has an MBA from Loyola University Maryland and completed coursework in international investing and currency management with the Oxford International Investment Programme at the Said Business School at the University of Oxford, U.K.. Outside of the office, Tim enjoys spending time with his wife and two children. When he can find the time, Tim enjoys playing music (guitar) and performing with friends in a local garage band.
Over the past six years, I’ve been looking to expand our knowledge base and skills to provide our clients with more services, a larger team of advisors, and review appointments that go beyond market recaps and performance updates. With the additions of Debbie and Tim, I believe that we’re positioned better than ever to meet the increasingly complex needs of our clients.
Contact us to learn more about our customized financial planning and investment strategies or to schedule an appointment with us.
Tim’s email with us is firstname.lastname@example.org if you’d like to contact him.
The opinions voiced in this material are for informational purposes only and are not intended to provide specific advice to any individual. Consult your legal, tax, and/or financial advisor to determine what is appropriate for your situation.
Stay safe and healthy,
Woody Derricks, CFP®, ADPA®
CA Insurance License #0C40217
As a Registered Investment Advisor (RIA), Partnership Wealth Management is committed to providing our clients with financial planning and wealth management services to help them work towards their financial goals. At Partnership Wealth Management, we have a long history of working with the LGBT community. Among the many services we offer are financial planning and estate planning strategies for gay and lesbian couples. Financial planning is an important part of preparing for the future; contact us today to get started.
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Partnership Wealth Management (PWM), is a registered investment advisor located in Maryland. PWM and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which PWM maintains clients. PWM only transacts business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.