TEAM

Timothy M. Malloy, CFP®

PRINCIPAL

Tim is an experienced investment professional and CERTIFIED FINANCIAL PLANNER™ practitioner with over 25 years in the industry, providing sophisticated portfolio management and comprehensive financial advice.

Tim oversees portfolio management services for clients and is integral to Birch Hill’s investment process. He is responsible for originating proprietary research and rigorous investment recommendations built upon Birch Hill’s disciplined and in-depth due diligence.

Previously, Tim was a Senior Portfolio Manager at Manulife Asset Management (John Hancock), where he served as the lead manager for a small-cap strategy and co-managed several key funds, including the John Hancock Balanced, Large Cap, and Global Opportunities Funds. His successful track record was recognized with multiple industry accolades, including a Lipper Fund Award. His earlier career included gaining valuable experience in emerging markets with Baring Asset Management in Boston and Heritage Investments in Moscow, Russia.

Tim has earned the Five Star Wealth Manager award in Boston for seven consecutive years, spanning 2019 through 2025. He holds an MBA from Boston College and a BS from Catholic University.

Tim can be reached:

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Q: What are your role and responsibilities at Birch Hill?
A: I’m responsible for due diligence on investments held at the firm and for sourcing and researching potential investments that meet our rigorous investment discipline. I’m also responsible for portfolio management and client service.

Q: What do you think Birch Hill’s best qualities are?
A: The disciplined way the firm serves our clients.

Q: What about what you do brings you the most personal satisfaction?
A: Providing clients with useful information and services that will put them in a position to grow and prosper.

Q: When you’re not working, how do you spend your time?
A: When I’m not working, my greatest joy is spending time with family. I love everything about it, from helping with homework to coaching our kids’ sports teams. I have competed in a men’s soccer league in our town of Dover, Massachusetts, for several years. I also play guitar in a local band that plays at fundraisers in and around Boston. During the winter months, our family is very involved with the New England Disabled Sports (NEDS) program based in Lincoln, New Hampshire. On weekends in summer, I enjoy fishing off the coast of Nantucket.

Q: If you weren’t at Birch Hill, what do you think you’d be doing?
A: Working as a full time ski instructor or a math teacher.

Q: What words do you live by?
A: Work hard and be persistent.