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.
EducationWake Forest University, Winston-Salem, NC
BS in Mathematical Economics
Professional Experience & Areas of FocusTim 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.
Licenses & Professional Designations
- Chartered Financial Analyst (CFA)