Tim Devlin is a Managing Director and shareholder of the firm, serving both Advisory and Investment Research functions for Pathstone in the Providence, RI, office. He supports several of the firm’s family office relationships with responsibilities covering asset allocation and portfolio management as well as sourcing and due diligence oversight of public and private investment strategies.

Prior to Pathstone, Tim was a partner and Portfolio Manager for Rex Capital Advisors. He led the investment research and portfolio management function of the firm and was responsible for asset allocation, manager selection, and direct investment due diligence efforts. Before joining Rex, Tim was an Equity Analyst for Boston Private Value Investors, Rockledge Partners, and served as an Investment Analyst at Lockheed Martin Investment Management Company.

Tim received his Bachelor of Science in Finance from Bentley University and an MBA from University of Maryland’s Smith School of Business. He also holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society Boston.

A Chartered Financial Analyst (CFA®) is a professional designation given to investment professionals who have successfully completed the requirements set by the globally recognized CFA Institute. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.