Tim Stobaugh, CFA, has extensive experience in the financial industry, currently serving as Portfolio Strategist & Director at Tolleson Wealth Management. Prior to this, Tim was the Managing Partner at Greenstone Capital Management, where Tim co-founded and launched a long/short hedge fund during the financial crisis. Stobaugh also served as a Portfolio Manager at Crescent Special Situations Fund and Vice President of Investment Banking at Stonegate Securities, Inc. Tim holds a Bachelor of Science in Business Administration from Trinity University.
April 1, 2024 - present
March, 2020
April, 2013
Director Delivery Management Americas & Customer Success And Education at Sabre
Vice President, Chapter Leader, Client Solutions Business at Fidelity
Associate Vice President, Alumni Engagement And Annual Giving at University of Central Florida
Annual Giving Manager, Telephone Outreach Program at Grand Valley State University
Team Manager Client & Investment Monitoring at DWS Group
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