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Tim Wilson

Chief Investment Officer at Liberty Bankers Insurance Group

Tim Wilson, CFA has extensive experience in the finance industry. Tim is currently serving as the Chief Investment Officer at Liberty Bankers Insurance Group. Prior to this role, they worked as a Senior Portfolio Manager/Credit Analyst at the same company from 2010 onwards. Before joining Liberty Bankers, Tim worked as an Institutional Credit Sales professional at Miller Tabak Roberts Securities, LLC from 2009 to 2010. Tim also had a brief stint as a Fixed Income Institutional Salesperson at CastleOak in 2009. Tim's previous experience includes working at Credit Suisse as a Managing Director, where they successfully managed portfolios and credit functions, playing a key role in growing the portfolio from $20B to $90B. Before that, they served as a Vice President in Credit Research at Chase Asset Management and as a Vice President, Corporate Banker at The Chase Manhattan Bank.

Tim Wilson, CFA, holds an MBA degree in Economics and Finance from the University of Toronto - Rotman School of Management, which they obtained between 2000 and 2002. Prior to this, they earned a Bachelor of Arts degree in Economics and Mathematics from the University of Toronto - University of Trinity College. Tim also possesses a CFA certification. There is no information available regarding their education at New York University or the specifics of their CFA certification.

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Timeline

  • Chief Investment Officer

    July, 2022 - present

  • Senior Portfolio Manager Credit Analyst

    July, 2010