Tim brings 30 years of experience in Investment Management and Financial Services. Prior to co-founding Consultas, Tim ran Belmont Global Advisors, a Dallas Family Investment Office and group of financial services companies. His role as Chief Investment Officer spanned multiple responsibilities ...
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Tim brings 30 years of experience in Investment Management and Financial Services. Prior to co-founding Consultas, Tim ran Belmont Global Advisors, a Dallas Family Investment Office and group of financial services companies. His role as Chief Investment Officer spanned multiple responsibilities including driving and implementing the overall investment strategy and tactics. This included monitoring and selecting money managers and investment partnerships utilized by the Family Office and its investment advisory clients, as well as advising these entities and clients with respect to asset allocation and direct investments.
Tim began his career as a CPA and Financial Controller for two Dallas Oil & Gas companies.
He earned a BBA in Accounting from the University of North Texas and an MBA in Finance from Southern Methodist University.
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