Sierra Ridge Wealth Management has hired Tim Watkins to their Portfolio Analyst 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 dual 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.
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