Tim Curley is a Vice President on the Investments Team and is based in the San Rafael office. He is in portfolio management and trading.

Tim is responsible for creating the portfolio recommendations for all West Coast clients. His ability to both see the “big picture” and how all of the parts and pieces of a system fit together make him an incredible asset to the team.

Tim has been with the firm since 2010 and in his spare time he and his wife, admitted foodies, enjoy trying out new restaurants in the area – that is, when they aren’t cooking and serving up gourmet meals at home. He also likes getting outdoors, whether traveling, hiking or  playing tennis. An East Coast transplant from Massachusetts, he’s a die-hard Red Sox, Celtics, and Patriots fan.

Previous Experience

  • Senior Portfolio Manager at Private Ocean Wealth Management

Education & Credentials

  • BS, Bridgewater State University, Economics