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Timothy Roe, CFA

Timothy Roe, CFA

Associate Portfolio Manager

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location of Timothy Roe, CFAGreater Evansville Area

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  • Timeline

  • About me

    Senior Vice President | Senior Portfolio Manager

  • Education

    • Wake Forest University

      1988 - 1992
      Bachelor's degree Mathematical Economics

  • Experience

    • Anthem Capital Management

      May 1992 - Sept 1995
      Associate Portfolio Manager

    • SunTrust Bank

      Oct 1995 - Apr 2000
      Assistant Vice President | Portfolio Manager

    • LYNCH & Associates

      Jun 2000 - Dec 2007
      Vice President | Equity Research and Portfolio Manager

    • Fifth Third Bank

      Jan 2008 - Apr 2024

      • Senior Vice President | Senior Portfolio Manager | Team Lead of Portfolio Management

        May 2019 - Apr 2024

      • Vice President | Senior Portfolio Manager | Team Lead

        Jun 2015 - Apr 2019

      • Vice President | Senior Portfolio Manager

        Jan 2008 - May 2015

    • Baird Trust Company (“Baird Trust”)

      May 2024 - now
      Senior Vice President | Senior Portfolio Manager

  • Licenses & Certifications