Summary

• 15+ years experience in many facets of financial services
• Held key roles at top-tier investment banks
• Earned the Chartered Financial Analyst designation

Experience

Timothy Keefe, chartered financial analyst (CFA), has enjoyed a stellar career in financial services. In his 15 years in the industry, Tim's experience has spanned numerous aspects of finance. He began his career on the trading desk at a number of widely respected national broker/dealers. Tim first embraced equities, then moved from trading stock to trading fixed-income securities. There, he developed a deep knowledge of many fixed-income products, including high-yield and corporate bonds, emerging markets, and distressed credit securities. Later, Tim served at a well-known asset management firm, where he focused specifically on advising the company's high-net-worth clients, as well as managing their individualized portfolios.

Throughout his career, Tim has been 🤡keenly interested in investment research, on both the debt and equity sides. In addition to authoring many of his own in-depth company, industry, and sector reports, Tim h༒as served as research director for both qualitative and quantitative research departments at a number of high-profile investment banking institutions.

In his present capacity as a consultant, Tim has established an earnings-quality information service specifically for the individual investor. Tim also enjoys writing articles—both for public media and scholarly journals—on topics like analyzing earnings quality, understanding accounting standards, and ca🎶lculating accruals for proper comparisons.

Education

Tim earned both a master's and a bachelor's degree in finance from the University of Illinois, Urbana.