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TIM WATKINS

Portfolio Management Associate
Office: (916) 891-2557
Fax: (916) 891-5907

Introduction

Sierra Ridge Wealth Management has hired Tim Watkins to their Portfolio Management Associate position, effective July 8, 2019. Tim will be responsible for the daily management of Sierra Ridge’s proprietary asset allocation models, while also providing personalized investment support and market research for the advisers within the firm. He brings 7 years of experience in equity research and fund operations in the mutual fund and private equity spaces to his new role.

Prior to joining Sierra Ridge, Tim worked as Assistant Vice President of Fund Accounting and Operations at State Street Corporation in Sacramento, CA. There, he managed a team of more than 20 investment professionals in portfolio accounting, fund performance attribution, regulatory reporting and client service for several, large retail and institutional investment clients. Prior to State Street, he worked as an operations associate at Vista Equity Partners, a prominent buyout firm based in San Francisco, CA. Tim holds Bachelor’s degrees in Economics and Psychology, as well as an MBA, from the University of California, Davis. In his spare time, he enjoys hiking, traveling and finding new ways to stay active in the outdoors with his wife.

Location

1435 River Park Drive
Suite 504
Sacramento, CA 95815
Direct:
(916) 891-2557
Fax:
(916) 891-5907

LET'S TALK

1435 River Park Drive, Suite 504, Sacramento, CA 95815; Office: 916-891-2557

Securities and investment advisory services are offered through NEXT Financial Group, Inc., member FINRA/SIPC
Sierra Ridge Wealth Management is not an affiliate of NEXT Financial Group, Inc.
To view NEXT Financial Group Inc.’s privacy policy and other important information, visit the “Customers” section of www.nextfinancial.com.

Investment products and services available only to residents of: CA