Tim Stobaugh

Managing Director & Portfolio Strategist, Client Advisory Team at Tolleson Wealth Management

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.

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Timeline

  • Managing Director & Portfolio Strategist, Client Advisory Team

    April 1, 2024 - present

  • Portfolio Strategist & Director, Client Advisory Team

    March, 2020

  • Director - Investments

    April, 2013