Timothy P. Reardon, CFA

Investment Performance Analyst

Tim has 11 years of investment industry experience.

Tim joined Welch & Forbes in 2017. As an Investment Performance Analyst, Tim is responsible for analyzing investment performance, researching stocks, and client performance reporting. He serves on the Investment Committee. Prior to Welch & Forbes, Tim was a Portfolio Analyst at Aureus Asset Management and Senior Investment Associate at Wilmington Trust.

He received his Bachelor of Business Administration (BBA) degree from the University of Massachusetts Amherst in 2009. Tim is a CFA charterholder.

  • Member, CFA Society Boston (on the Programs and Education Advisory Council)
  • Member, CFA Institute