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Jeffery Timlin Cfa Cmt

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Jeffery Timlin Cfa Cmt

Managing Partner | Sage Advisory

Austin, Texas, United States

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Jeffery Timlin Cfa Cmt

Summary

Jeffery Timlin is a seasoned finance professional with over 25 years of experience in the investment management sector. As a Managing Partner at Sage Advisory, he specializes in fixed income portfolio management, with a strong emphasis on asset allocation and municipal bonds. His passion for the financial markets is evident from a young age, and he is dedicated to helping clients achieve financial freedom, particularly during retirement. Jeffery advocates for a disciplined investment approach, focusing on self-awareness and emotional management to navigate market fluctuations. His long-term tenure at Sage Advisory showcases his commitment to steady growth and client stewardship. Outside of his professional life, he values the importance of patience and strategy in investing, likening it to a marathon rather than a sprint.

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Jeffery Timlin Cfa Cmt

Work Experience

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Managing Partner at

Sage Advisory

January 2003 - Present

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Jeffery Timlin Cfa Cmt

Education

Frequently Asked Questions about Jeffery Timlin Cfa Cmt

What is Jeffery Timlin Cfa Cmt email address?

Jeffery Timlin Cfa Cmt's primary email address is *******@sageadvisory.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jeffery Timlin Cfa Cmt work for?

Jeffery Timlin Cfa Cmt is a Managing Partner at Sage Advisory, a company specializing in Investment Management.

Where Jeffery Timlin Cfa Cmt graduated from?

Jeffery Timlin Cfa Cmt holds a degree in from Villanova University.

How can I directly contact Jeffery Timlin Cfa Cmt?

To contact Jeffery Timlin Cfa Cmt directly, you can use the email address *******@sageadvisory.com. Complete contact information is available upon registration with Muraena.

Who is Jeffery Timlin Cfa Cmt?

Jeffery Timlin is a seasoned finance professional with over 25 years of experience in the investment management sector. As a Managing Partner at Sage Advisory, he specializes in fixed income portfolio management, with a strong emphasis on asset allocation and municipal bonds. His passion for the financial markets is evident from a young age, and he is dedicated to helping clients achieve financial freedom, particularly during retirement. Jeffery advocates for a disciplined investment approach, focusing on self-awareness and emotional management to navigate market fluctuations. His long-term tenure at Sage Advisory showcases his commitment to steady growth and client stewardship. Outside of his professional life, he values the importance of patience and strategy in investing, likening it to a marathon rather than a sprint.

Jeffery`s contact details

mail

*******@sageadvisory.com

Colleagues

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Rob Williams

Managing Partner, Chief Investment Strategist

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Michael Walton

Managing Partner

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Nicholas Erickson Cfa

Vice President, Portfolio Management

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Sean Mcshea

Executive Vice President - Director of Institutional Business Development

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Andrew Poreda

VP, Senior Research Analyst

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Doug Benning

Vice President, Quantitative Research

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David Luria Cfa

VP, Portfolio Manager - Fixed Income

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Emma Harper

Vice President, Responsible Investing Research

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