Tim KoblerPortfolio Analyst
Tim is a Portfolio Analyst at the firm and supports the Senior Investment Advisors in all aspects of portfolio management, working toward the long-term investment goals of each client. Specifically, he is involved with maintaining appropriate portfolio allocations, monitoring cash positions, and assisting with client inquiries.
Prior to joining Ballentine Partners in 2022, Tim graduated with a BA in Quantitative Economics and Econometrics, Summa Cum Laude, from Connecticut College with minors in Finance and Computer Science. He is originally from Switzerland and spent time in Hong Kong, Canada, and various parts of the US before attending Connecticut College in 2019, where Tim was a part of the Ice-Hockey team along with being a peer tutor. He is a CFA level 1 candidate.
Tim lives in Walpole, MA, and enjoys reading and learning about various topics, watching and playing hockey, tennis, or golf and spending time with friends.