United States
Nantucket Beverages™️ is a portfolio of beverage brands, hatched from the family roots and origins of Cape Cellars® Martha’s Other Vineyard ®. Nantucket Red ® Vodka Cranberry and Nantucket Red ® Rose are some of their more popular hits. Along with fellow officers at Bessemer, Tim co-founded one of the first online M&A exchanges (USVX), eventually acquired by a Connecticut investment bank. Tim has over 15 years in the investment industry at firms as JP Morgan, Bessemer and Loomis. Prior to this, he served for three years as an associate legal counsel and policy analyst (TS-SCI ) at The White House within the Executive Office of The President.
Our Nantucket Red ® Vodka Cranberry and Nantucket Red ® Rose are some of their more popular hits. From Gillette Stadium, WholeFoods, Total Wine & More in MA, RI, CT, Washington DC to Florida, Nantucket Red®️is a hit. Winner of USA Spirits Council Gold Star Award
MD for Northeast Market for HNW and UHNW Private Banking. Oversaw $11m revenue team of investment advisors, credit professionals and estate planning attorneys. Managed over 20 UHNW families’ equity portfolio investing (e.g. large cap, hedge funds) including margin investing. Readied team for eventual acquisition.
Recruited to jump start JP Morgan's HNW office by developing and retaining sophisticated investors. Coordinated an integrated team of investors, wealth advisors (estate attorneys) and capital advisors (financing professionals). Raised capital for JP Morgan platform and private equity offerings. Significant revenue increases and NNC's during tenure. FINRA Licenses include Series 7, 63 & 65. Licenses being held through 2023
As Portfolio Manager at Loomis, (founded in the early 20th century), Tim managed over $200m daily in equities and bonds for investment portfolios for Endowments, Foundations and Family Offices; Legal member of Trading & Oversight Compliance Committee. Began as Investment Counseling Group within Loomis Sayles and rebranded as LSIA with ownership between partners and Loomis Sayles.
Founded US Venture Exchange (USVX) along with fellow officers from the Bessemer Group. USVX was one of 3 M&A exchanges emanating from the technological disruption of traditional professional services. A marketplace for buyers and sellers of small to mid-sized businesses with over 8,000 businesses for sale, USVX pioneered a new method of M&A. Raised two rounds of capital, wrote and filed business method patent for confidential communication of buying and selling businesses. Eventually promoted to President, led the company through acquisition by a Connecticut investment bank.