Team | Timothy C. Davidson
Timothy C. Davidson is a Senior Portfolio Manager and Wealth Advisor providing clients with investment and wealth management services.
Tim started his career in the financial markets in 1979 with a French bank as a foreign exchange trader where he co-developed French Franc options as a hedging tool for institutional clients, a first in the industry at the time. In his role as an institutional sales advisor, he has advised Central Banks, mutual funds, hedge funds and many of the largest global companies as well as ultra high net worth clients with their currency exposures. In his role as a trader he has been responsible for managing risk in currencies, commodities, interest rate products, equities and equity indices. His particular expertise is determining global macro risks and managing client portfolio risks in both up and down markets.
As a Senior Portfolio Manager at Belpointe Asset Management, Tim manages a proprietary equity and asset allocation strategy with strict risk management parameters. This strategy compliments other investment strategies in equities, fixed income and alternative strategies in a client’s portfolio.
In his role as a Wealth Advisor, Tim offers a personalized approach with financial planning as the primary tool in determining a customized investment strategy based on your risk tolerance levels. Your investment portfolio will also be customized to target the three stages of wealth; accumulation, distribution during retirement and transfer at the end of your plan.
Tim grew up in Switzerland, France and the United Kingdom, absorbing the culture, languages and practices that contribute to his success in today’s global environment. At The College of William & Mary in Williamsburg, Virginia Tim received his BA in economics, with a focus on international economics, and languages. After graduation, he worked in New York for several years before returning to work in Paris and London for a French bank. He is fluent in French.
He has passed his Series 7 and Series 66 and is currently licensed as an investment advisor representative.