Timothy W. Harvey, CFA, CFP®
Tim first entered the wealth management industry in 2000, and he brings a wide range of professional experience to the firm’s holistic wealth management solutions for our clients and team. He has been with Bordeaux Wealth Advisors since its founding, leading the firm’s effort in investment research and education around Values-Based and Impact investing.
Before the launch of BWA, Tim spent a decade conducting equity research and as Chief Investment Strategist for a fee-only wealth management firm on the East Coast. He also served high-net-worth clients in a financial planning capacity for a number of years. In these roles, he developed extensive expertise in asset allocation, Environmental, Social & Governance-focused (ESG) investment, macroeconomic analysis, risk management, assessment of household cash flows and qualified plan design.
Tim graduated from Haverford College in Haverford, Pennsylvania with a B.A. in Economics. In addition to academic and athletic pursuits, he represented his class on Haverford’s Committee on Investment & Social Responsibility, tasked with decisions ranging from selection of uniform suppliers for the school’s dining staff to investment matters for its endowment. He has been a member of the CFA Institute since 2004, and is currently certified by the CFP Board and a member of the CFA Society of San Francisco.
Tim is passionate about golf and loves the outdoors, regularly spotting wildlife during bike rides before work. He has held leadership roles at local chapters of numerous charitable organizations, and moved to the Bay Area in 2014 where he lives with his wife and adorable son.