Tim S.
5.0
Portfolio Manager for $1B Growth Equity Fund / Lazard & Morgan Stanley
Studied at Columbia Business School
Worked at American Express
Available tomorrow at 6:00 PM UTC
Usually responds within 3 hours
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Tim’s Equity Research Qualifications
Experience level: Vice President
100+ people coached for Equity Research
I have been investing for 15 years. I sat on both sides of the table – as an equity research analyst at Morgan Stanley and as a portfolio manager at Lazard Asset Management. I invested in public equities and private companies. I allocated capital on behalf of multi-billion dollar pension funds and endowments, as well as deployed my own capital in early-stage startups. Looking to add value and keep learning, I took on new challenges every 2-3 years. When I became the #1 rated analyst at Morgan Stanley, I brought on junior analysts and repeated my success as a team. When I delivered a 3X return on my investments at Lazard, I raised capital for a brand new fund. When I helped the team at Kabbage sell the business for $850 million to American Express, I joined a fresh new startup and raised capital from a16z. Capitalizing on my experience working with numerous asset classes, I’m now building a financial advisory firm. My journey is unfolding every day. It’s too early to write a book about it, but if I were to do it, I’d focus on the people I helped along the way. I’d love for you to be in this book. I’d love to share with you what I learned over the last 15 years to accelerate your learning and be successful.
Tim also coaches for Corporate Development and FP&A. View all.
About Tim
I have spent the past 15 years shaping the financial services, consumer, and technology sectors. My journey began as an investment banker at Deutsche Bank, before leading an all-star equity research team at Morgan Stanley. The next milestone was at Lazard, where I managed a $1 billion growth equity fund and delivered a 19% IRR over 4 years. The momentum continued when I moved to Kabbage, a leading provider of financial services to small businesses. There, I forged strategic partnerships and led the company’s successful sale to American Express in 2020, generating an impressive $850 million outcome. In the last 3 years, I helped 10+ teams raise capital from such leading VCs as a16z, invested personally in 20+ financial technology and crypto startups, and founded a financial advisory firm Grail Capital. As an investor, I am always on the lookout for exceptional teams to support. This philosophy extends to my own team and mentees. Several of my former associates have gone on to prestigious roles at leading hedge funds and VC firms, have taken companies public, and have founded successful startups. I find immense fulfillment in empowering talent and helping them reach their full potential. Looking forward to getting to know you and exploring how I could set you up for success!
Why do I coach?
I am driven to coach by an unwavering passion for nurturing potential, empowering individuals to find confidence in their decisions and to actualize their dreams. My journey has been blessed by mentors who saw greatness in me, even when I doubted myself. Today, I aim to pay it forward, sparking the same self-belief in you, nudging you toward your destiny, and helping you unleash your inherent brilliance.
Work Experience
VP of Finance
Collectly
2023 - Present
General Partner
Grail Capital
2022 - Present
Head of Finance & Business Development
Keep Financial
2022 - 2023
VP of Corporate Development
American Express
2020 - 2022
Head of Corporate Development
Kabbage
2020 - 2020
Growth Equity investor
Lazard Asset Management
2016 - 2020
Equity Research Associate
Morgan Stanley
2009 - 2013
Investment Banking Analyst
Deutsche Bank
2007 - 2009
Education
Columbia Business School
MBA
2014 - 2016
London School of Economics and Political Science, University of London
BSc, Banking & Finance
2003 - 2007
3 Reviews
Overall Rating
5.0
Knowledge
5.0
Value
5.0
Responsiveness
5.0
Supportiveness
5.0