Tim joined Novem Group in January 2019 and serves as the Portfolio Manager. He supervises the firm’s investment research and portfolio management team and is responsible for overseeing all daily investment management decisions. He holds the FINRA Series 65 license and is a graduate of Penn State University with a B.S. in Finance (’10) and M.S. in Finance (’14). He is also currently a candidate in the CFA program.
Tim is originally from Penfield, NY, and lives in Washington, D.C., with his wife, Kristen.
Dan joined Novem Group as an intern in the summer of 2022 and recently graduated from St. John Fisher University with a Bachelor of Science in Finance. In his role as Investment Assistant, Dan helps the investment team with everyday operations and provides background research and analysis. He has also worked at the Penfield Wegmans for over 5 years, typically at the customer service desk. Dan currently lives in Fairport, where he has resided his whole life. He follows many different sports leagues with favorite teams all over the map including the Green Bay Packers, Los Angeles Dodgers, and Syracuse football and basketball. In his free time, he enjoys golfing, and spending time with family and friends.
Jeff joined Novem Group in March 2021. With more than 40 years of experience, Jeff manages client portfolios and develops and implements fixed income strategies. An avid golfer, Jeff and his wife Kathy are longtime residents of Penfield, NY.