Notes from the Desk

Jeffery Timlin

December 17, 2020 By Sage Advisory

Jeff is a Principal and Managing Director of the firm and a member of the Investment Committee. He serves as a Portfolio Manager for the tax-exempt fixed income strategies. He began his career in 1997 as a Fixed Income Associate Trader with MFS Investment Management in Boston. He was also a former Client Account Manager with Brown Brothers Harriman & Co. in Boston. Jeff received his B.S. in Business Administration from Villanova University, is a Chartered Financial Analyst (CFA) and member of the CFA Institute, and is a Chartered Market Technician (CMT). He is also a member of the Market Technicians Association, the National Federation of Municipal Analysts and the Southern Municipal Finance Society.