Tim Robinson, CFA®

Vice President | Financial Advisor Portfolio Management

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Biography
Education & Other Highlights
Location(s)

Tim Robinson is a wealth management financial advisor based in Boston.

CAPTRUST welcomed Tim Robinson in 2024, when Boston Financial Management became CAPTRUST.

Tim is an equity analyst who covers existing investments, generates new ideas, and manages the firm’s investment strategies.

After earning a Bachelor of Arts degree in economics from Tufts University, he took on operations roles at Deutsche Bank HedgeWorks and State Street Corporation.

He then served as an equity research analyst at Voyant Advisors and Off Wall Street Consulting, generating actionable short-biased investment ideas across a variety of sectors. Following that, he was an equity research associate at Susquehanna.

When not at work, he enjoys spending time with family, hiking, travel, and reading.

Industry Designations

  • Chartered Financial Analyst®

Memberships

  • Member, CFA Society of Boston

Resources

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