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Vice President, Relationship Manager
(207) 619-8623
Tim has over twelve years of investment, trust, tax, and estate planning experience. Based in our Portland office, Tim works with investment and trust clients, providing trust administration and wealth management services.
Prior to joining Acadia Trust, Tim was a Senior Portfolio Manager in the Portland office of TD Wealth Management. His experience also includes five years in the Tax Department of a regional accounting firm, working with wealthy families in the areas of income, estate, and gift tax compliance and planning. Tim also spent over two years at a small law firm focusing on employee benefits and estate planning.
Tim is a Certified Public Accountant and is a licensed attorney in the state of Maine. He is a member of the Maine Estate Planning Council, the Maine Bar Association and the Maine Society of Certified Public Accountants. Tim serves on the board of directors, and is Treasurer of Shalom House, Inc.– a non-profit providing housing and services to adults with severe mental illness.
Tim is a graduate of the University of Maine, Orono (with highest distinction), and the University of Maine, School of Law (magna cum laude).
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