Managing Director, Senior Investment Advisor

Tim works closely with high net worth individuals, family offices, and foundations advising on strategic and tactical asset allocation. He also serves on Green Square’s Investment Committee specializing in institutional equity and fixed income manager selection and strategy. He has over 23 years of experience in the investment management business.  Mr. Ballard began his career analyzing equity investments for institutional clients including mutual funds, hedge funds and insurance companies at Morgan Keegan.   He joined Goldman Sachs & Co. in Chicago working in the institutional equities division with large managers consulting on equity investment portfolios.   Mr. Ballard then continued to work in the institutional capital markets with Stifel Nicholas and Cantor Fitzgerald focusing on fixed income portfolios.   Mr. Ballard graduated summa cum laude from Rhodes College.   

Close
Client Login
Client Advisor Login