Managing Director
and access,
Tim began his investment banking career at Morgan Stanley in New York, where he helped to establish the firm’s emerging growth technology practice and create an industry-leading franchise in this sector. He went on to Head UBS Securities’ East Coast Technology Group and establish and build the technology investment banking practice. Tim was later recruited by SG Cowen as Global Head of Technology Corporate Finance; where he was also a member of the firm’s Executive, Equity Commitment and Fairness Opinion Committees. Like many of Navidar’s entrepreneurial clients, Tim has built organizations from the ground up. He ultimately left a large-firm platform to join a boutique bank, Boston-based Lane Berry, where he was Head of Technology Investment Banking and a member of the firm’s Executive Committee. Tim holds a BA from Williams College, magna cum laude, and a JD/MBA from the University of California, Berkeley where he was a member of the California Law Review.