Tim Itin
Analyst-Equity presso Northside Capital Management LLC
Profilo
Mr. Timothy S.
Itin, CFA, is a Principal of Investment Research at Northside Capital Management LLC.
He is involved in investment research, risk management, asset allocation, and client service.
Within investment research, he has a specific focus and interest in impact investments, including those investments seeking the double-bottom line goal of generating a competitive financial return while also having environmentally friendly, sustainability, and socially responsible attributes.
He is based in the firm's Denver, Colorado office.
He has been with the firm since 2013.
Prior to joining Northside, Mr. Itin was a Managing Director and a Founding Partner at Thomas Weisel Partners, a growth-focused, full-service investment bank based in San Francisco.
His responsibilities included equity research coverage of many of the largest domestic money managers, including hedge funds, mutual funds, banks, endowments, and foundations.
Mr. Itin started his career as an equity trader at Montgomery Securities, a growth-focused, full-service investment bank based in San Francisco.
He eventually moved into Montgomery’s merger arbitrage affiliate, Laurel Arbitrage Partners, where he was the fund’s Head Trader.
Additionally, Mr. Itin held various positions within the institutional equity business, including at Volpe Brown Whelan where he was Head of Equity Coverage Trading and served as a member of the Sales & Trading Management Committee, and at Jensen Securities with similar responsibilities.
Mr. Itin earned his B.A.
in Economics from Dartmouth College in 1981.
He is a holder of the Chartered Financial Analyst designation (CFA).
Posizioni attive di Tim Itin
Società | Posizione | Inizio |
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Northside Capital Management LLC
Northside Capital Management LLC Investment ManagersFinance Northside Capital Management LLC (Northside) is an independent, SEC-registered investment advisor and private wealth investment manager headquartered in Hood River, Oregon. The firm was founded by Jeffrey Slocum in 1996. Northside provides investment advice and management of financial assets for family offices, private foundations, trusts and estates, high net worth individuals and taxable institutions. | Analyst-Equity | 01/01/2013 |
Formazione di Tim Itin
Dartmouth College | Undergraduate Degree |
Esperienze
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Relazioni di 1° grado
Aziende connesse in 1º grado
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Aziende private | 1 |
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Northside Capital Management LLC
Northside Capital Management LLC Investment ManagersFinance Northside Capital Management LLC (Northside) is an independent, SEC-registered investment advisor and private wealth investment manager headquartered in Hood River, Oregon. The firm was founded by Jeffrey Slocum in 1996. Northside provides investment advice and management of financial assets for family offices, private foundations, trusts and estates, high net worth individuals and taxable institutions. | Finance |
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