CFA Society New York
Tim Frazier is a seasoned business consultant and investor, currently serving as a Business Consultant at Sequoia Consulting Group since December 2021 and Co-Lead of the NYC Hub at StartupExperts since January 2023. Tim has extensive experience in investment roles, including being a pre-seed investor at Pickle and an investor at Vouched and Meaty. As the Founder of Capital Options since January 2016, Tim aims to provide growth capital to U.S. middle-market businesses. Formerly, Tim held the position of SVP, Director of Sales & Marketing at Concertiv and founded Ops Leaders, a roundtable for operations professionals. Tim is a founding member and Vice Chair of the Business Management Group at CFA Society New York and has received degrees in Political Science and Economics from Kalamazoo College and a specialization in Data Science from the University of Michigan. Additional qualifications include formal credit training and certificates in commercial lending from the American Bankers Association.
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CFA Society New York
CFA Society New York—formerly New York Society of Security Analysts (NYSSA)—is a financial services forum and provider of professional education and career development to Wall Street. Founded in 1937 by value investing pioneer Benjamin Graham, CFA Society New York is a not-for-profit corporation and the largest CFA Institute affiliate in North America. In addition to delivering more than 200 events a year for nearly 9,000 members, CFA Society New York is responsible for preparing hundreds of candidates in the New York metropolitan area for the Chartered Financial Analyst® exam. CFA Society New York is committed to promoting best practices and fiduciary responsibility in finance.