Shade Tree Advisors LLC
Timothy C. Macherone has extensive work experience in the financial industry. Timothy C. started their career in 2004 at Goldman Sachs Ayco Personal Financial Management, where they held various roles including Financial Counselor, Vice President of Operations, and ultimately Chief Operating Officer of the Family Office. In this position, they served from June 2014 to February 2022. Prior to that, they worked as an Adjunct Professor of Finance at Siena College from January 2012 to May 2012. Currently, they are the Chief Operating Officer at Shade Tree Advisors LLC, a role they have held since February 2022.
Timothy C. Macherone holds an MBA degree in Finance & Economics from Clarkson University Graduate School, which they obtained from 2009 to 2011. Prior to that, they completed their undergraduate studies at Siena College, earning a B.S. degree in Finance from 2000 to 2004. In addition to their formal education, they have obtained certifications in the financial industry, including the Series 66 and Series 7 from FINRA (Financial Industry Regulatory Authority). The specific dates of when they obtained these certifications are not provided.
Shade Tree Advisors LLC
Shade Tree Advisors is an independent, multi-family office for a select group of clientele. With technical expertise in tax, estate planning and wealth management, we develop comprehensive wealth strategies while devoting the administrative resources required to manage complex financial situations. We prioritize discretion and responsiveness while streamlining and safeguarding clients’ financial affairs.