Parametric
Tim Kahl is an experienced professional with a diverse background in client relations, operations management, and entrepreneurship. Currently serving as a Client Relations Representative at Parametric since August 2022, Tim previously operated TW Homes Co. and held the position of Director of Operations/Financial Planner at PCP Consulting. Tim's foundation in financial planning was further developed as an Associate Planner/Assistant Operations Manager at Pacific Crest Financial Planning. Earlier career experiences include sales and management internships, account management, and establishing a yard care business. Tim holds a Bachelor of Science in Economics with a minor in Business from the University of Oregon. Additionally, Tim possesses Series 7 and Series 66 licenses.
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Parametric
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Parametric partners with advisors, institutions, and consultants to build portfolios focused on what’s important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer alternative strategies to complement clients’ core holdings.