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Timothy C. McCoy, Jr.

Principal, Head of Client & Business Development

Mr. Timothy C. McCoy, Jr. is a member of the firm’s management team. Tim has 25+ years of industry experience, beginning his career at First Union Securities. He then spent 11 years at Thompson, Siegel & Walmsley, serving on both the Institutional and SMA Marketing teams. Tim graduated from the University of North Carolina at Chapel Hill with a B.A. in Political Science and also completed the Carolina Business Institute.

Tim serves as the Chairman of the Board of Governors at St. Christopher’s School and is a member of the Advisory Board of the Learning and Writing Center at The University of North Carolina – Chapel Hill.



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