Timothy M. Malloy, CFP®
Tim provides portfolio management services and financial advice to clients. In addition, he is responsible for originating research and investment recommendations based on Birch Hill’s investment discipline and in-depth due diligence process. Previously, he worked as a Senior Portfolio Manager at Manulife Asset Management (John Hancock). Tim was the lead manager on a small cap strategy and co-manager of several funds including the John Hancock Balanced, Large Cap, and Global Opportunities Funds. The latter received the Lipper Fund Awards in 2011. Earlier in his career, Tim worked in emerging markets with Baring Asset Management in Boston and Heritage Investments in Moscow, Russia.
Tim has more than 20 years of investment experience. He earned a BS from Catholic University and an MBA from Boston College. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner. In 2023 Tim was named one of Boston’s Five Star Wealth Managers.