TIMOTHY D. CALKINS, CFA

 

RESPONSIBILITIES

  • Portfolio Manager of Nottingham ESG Global All Asset and Balanced CITs
  • Member of Investment Policy Committee
  • Economic and Interest Rate Outlook
  • Fixed Income Portfolio Construction
  • Corporate and Municipal Credit Research/Trading

EDUCATION

  • Chartered Financial Analyst (CFA) designation
  • Certified Plan Fiduciary Advisor (CPFA) designation
  • Bachelor of Science degree in Finance from Canisius College

EXPERIENCE

Over 17 years of experience in investment management, with a focus on Fixed Income

COMMUNITY INVOLVEMENT

Serving as a Golden Griffin Fund (GGF) mentor keeps Tim connected to Canisius College and its students. He currently serves as Membership Director for the CFA Society of Buffalo, and is a past board member of the CFA Society of Rochester, the John F. Wegman Fund, The Friends of The Rochester Public Library, The Greater Rochester Community of Churches (GRCC), and other WNY organizations.

FUN FACT

A veteran of many family trips to Disney, and a member of the Disney Vacation Club (DVC), Tim is always happy to share his vacation planning expertise with clients. A recent trip included 14 family members staying in an Animal Kingdom Savanna-View Grand Villa.

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