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Tim Hai

Chief Investment Officer and Senior Portfolio Manager

Partnership Wealth Management

United States, Maryland, Baltimore

About Me

Tim has 25 years of diversified investment experience that includes the research and direct investment management of stocks and bonds for high net worth and small business clients. Additionally, Tim has experience in manager research and due diligence, having helped oversee and manage a $10 billion institutional pension fund. Tim had direct oversight of the pension fund’s equity and fixed-income investment portfolios that were managed by outside investment managers. Tim had specific oversight over the pension fund’s $1.2 billion concentrated managers program that sought to extract value add from some of the country’s best investment managers through a mandate that required high conviction an
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Profile Information

Chief Investment Officer and Senior Portfolio Manager

Partnership Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Baltimore

Maryland

United States

May 15, 2024

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