Timothy Dougherty Email & Phone Number

WHY, WHAT, HOW💡 I help you plan your financial future with ease💡 I help you make sense of the asymmetric relationship between the financial markets and the real economy💡 I help you achieve optimal results with an independent approach based on decades of experienceWHO? I work with:👉 Executives, CEOs, Board members👉 Successful entrepreneurs👉 ProfessionalsABOUT METhe traditional cookie-cutter, algorithm-driven financial plan, implemented through a vanilla collection of mutual funds or indexes, isn’t likely to achieve the kind of long term success you’re looking for.You know that that probably won’t happen through a large financial institution, with its own agenda. I am a financial advisor/portfolio manager under the full fiduciary standard.My unique skills and 40 years of industry experience differentiate me from other financial advisors. MORE ABOUT ME🤝 Connect with me and send me a private message

In this podcast we’ll hear life science and biotech CEOs tell their stories about their experiences launching and growing a biotech firm.We publish a quarterly newsletter on our biotech podcasts as well as other entrepreneurial insights. Please subscribe below.http://eepurl.com/h6Gwa5Be ready for motivating stories of grit and determination, along with practical tips, strategies, and guidance from some of the leading minds in the field.Co-hosted by venture capital investor Tendai Chisowa, episodes will be available on the third Wednesday of the month over Spotify.

Us

New York, Ny, Us

Managing institutional investment managers for retail clients, came to understand the incongruity of applying institutional definitions of investment risk to individuals with definitively shorter time horizons and often less consistent capital inflows. Volatility can be the friend of the individual investor, provided cash has been raised in anticipation, a sharp contrast to the consistently fully invested construct of the institutional manager.

St. Louis, Missouri, Us

Pioneered fee only, fully transparent, and fully discretionary investment management for high net worth clients without the research or investment banking conflicts especially typical of large brokerages of the time. Promoted advisor directed, quantitatively driven, investment model with superior returns.

Directly managed the long/short investment positions of a single ultra high net worth family in the period of the first great tech disruption. Interfaced directly with some of the most important disruption investors of the period, curating and analyzing original research across technologies and including IPO’s. Managed the family’s participation in a significant private equity investment in a cutting edge biotech which was ultimately acquired by Merck.

Accounting

Bachelor Of Arts - Ba, European History, Economics