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(812) 456-3552(812) 456-3552

Fifth Third Private Bank Tim Roe

Senior Portfolio Manager

By appointment

About Tim

As Portfolio Manager, Tim Roe assists in the development of your personal investment policy guidelines. Tim makes decisions about your investment mix while matching investment opportunities to your objectives—all while balancing risk against performance.
Tim is a Vice President and Senior Portfolio Manager - Team Lead at Fifth Third Investment Advisors' Southern Indiana affiliate. He has been in the investment business since 1992. Tim began his career in Indianapolis, IN as an Assistant Portfolio Manager. He then worked in Atlanta as a Portfolio Manager in Personal Investment Counseling. Tim came to Fifth Third from a registered investment advisor company, in Newburgh, IN where he was employed as an Equity Analyst and Portfolio Manager.
Personal Background
Tim is a member of the St. John the Baptist Parish Pastoral Council.
Wake Forest University, Winston-Salem, NC BS in Mathematical Economics
  • CFA
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About Fifth Third Private Bank

With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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