Tweed Financial Services, Inc. |
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Timothy Bigelow, CFAInvestment Manager
Phone: 626-588-1520 ext. 105
Timothy Bigelow is a Chartered Financial Analyst with over 20 years of experience in the investment business, focusing on High Net Worth and Institutional clients. Tim has a Bachelors Degree from the University of Rhode Island (1991) as well as completing the Executive Program at Harvard’s Kennedy School of Government in Behavioral Finance (2004), Previously Tim was a Financial Advisor with Morgan Stanley Smith Barney in Santa Barbara, CA where he successfully managed and grew relationships for Morgan Stanley by using a consultative sales approach aimed at inspiring trust and building long term relationships. Tim started in the investment business at Scudder, Stevens and Clark (Scudder is now owned by Deutsch Bank) in their Global Bond Group where he assisted in the management of institutional portfolios. Tim then went on to start a successful hedge fund business which he sold to Millennium Asset Management. Tim stayed at Millennium Asset Management where he ran their Small Cap equity portfolio’s and became the COO. Tim was also a Managing Director at Sabrient Systems where he sold quantitative models to hedge funds, trading desks, and financial advisors. Tim also acted as the Director of Sales for Singular Research. Tim built the Singular trading desk, moving the company out of a ‘subscriptions’ based sales model to a ‘trading-based’ model. Tim built the department and process that allowed Singular Research to double their revenue base by adding clients and trading revenue. Tim has significant relationships on both coasts. Working in both California and on the East Coast, he has successfully built a deep referral network and trusted relationships with major High Net Worth individuals and Institutions in a wide variety of sectors. His extensive knowledge of investment strategies, business relationships and ability to create and foster long lasting associations based on integrity are his strengths. Tim has his FINRA series 7 and 63 licenses as well as his California Insurance License.
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2060 Huntington Drive Suite 1 Phone: (626) 588-1520 |
The material contained herein does not constitute an offer to buy or sell any real estate, securities, or insurance. Such offers are made only by a sponsor's memorandum or prospectus or contract which should be read and understood before investing As with any real estate investment there are various risks, including but not limited to: illiquidity, limited transferability, and variation in occupancy which may negatively impact cash flow, and even cause a loss of principal. There are material risks associated with the ownership of investments. Some investments are only available to suitable accredited investors. The views expressed in the enclosed articles are those of the author and the information was deemed reliable as of the date the article was first published, but is not garunteed.
Securities products offered through Concorde Investment Services, LLC, member FINRA/SIPC. Advisory services offered through Tweed Financial Services, Inc., a registered investment advisor. Tweed Financial Services, Inc. is independent of Concorde Investment Services, LLC. Tweed Financial Services, Inc. and Concorde Investment Services, LLC do not provide tax or legal advice.
Robert Tweed is affiliated with Exeter 1031 Exchange Services. Robert Tweed, President of Tweed Financial Services, Inc. holds an ownership position in The Exeter Group, LLC, a qualified intermediary for 1031 exchanges. Tweed Financial Services, Inc. and The Exeter Group are independent companies and each is responsible for its own business. Clients of Tweed Financial Services are free to select any qualified intermediary for their 1031 exchange escrow needs.