Tim Itin
Principal at Northside Capital Management, LLC | Basalt, Colorado, United States
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Tim Itin serves as Principal at Northside Capital Management, LLC, where he plays a pivotal role in shaping the firm’s investment strategies and client relationships. Since opening the Colorado office in 2013, Tim has leveraged his extensive expertise in risk management, asset allocation, and manager research to deliver tailored investment solutions for a diverse clientele, including family offices, high-net-worth individuals, and private foundations. His commitment to values-based and impact investing sets him apart in the industry, as he seeks to align financial returns with social and environmental responsibility.
Tim's background as a Managing Director at Thomas Weisel Partners, where he honed his skills in investment banking and private equity, has equipped him with a robust understanding of the financial markets. His proficiency in financial modeling, equity valuation, and mergers & acquisitions allows him to navigate complex investment landscapes with confidence. At Northside, he is particularly focused on building custom portfolios that incorporate value-added managers and securities across the global investment spectrum, ensuring that clients receive a comprehensive and strategic approach to wealth management.
With certifications including Series 7 and Series 63, Tim is well-versed in regulatory compliance and investment strategies, further enhancing his ability to guide clients through the intricacies of portfolio management. His dedication to fostering long-term relationships and delivering exceptional service has made him a trusted advisor in the investment community, as he continues to drive innovation and excellence at Northside Capital Management.
Principal at Northside Capital Management, LLC in July 2013 to January 2025
Partner at Thomas Weisel Partners (acquired by Stifel in 2010) in January 1999 to February 2013
Principal at NationsBank Montgomery Securities in May 1998 to December 1998
Partner at Volpe Brown Whelan & Co. in January 1996 to April 1998
Managing Director at Jensen Securities in May 1991 to January 1996
Head Trader at Laurel Management in September 1989 to April 1991
Special Limited Partner at Montgomery Securities in May 1983 to August 1989
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Dartmouth College, Bachelor of Arts, January 1978 to January 1981
Stratton Mountain School, Post Graduate, January 1976 to January 1977
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Equities
Hedge Funds
Equity Research
Series 7
Investments
Alternative Investments
Series 63
Valuation
Capital Markets
Investment Banking
Asset Managment
Securities
Portfolio Management
Financial Modeling
Private Equity
Equity Valuation
Equity Trading
Banking
Investment Management
Mergers & Acquisitions
Bloomberg
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Discover more about Northside Capital Management, LLCWhat is Tim Itin email address?
Email Tim Itin at [email protected] and [email protected]. This email is the most updated Tim Itin's email found in 2026.
How to contact Tim Itin?
To contact Tim Itin send an email to [email protected] or [email protected]. (updated on February 12, 2024)
What company does Tim Itin work for?
Tim Itin works for Northside Capital Management, LLC
What is Tim Itin's role at Northside Capital Management, LLC?
Tim Itin is Principal
What is Tim Itin's Phone Number?
Tim Itin's phone (303) ***-*306
What industry does Tim Itin work in?
Tim Itin works in the Investment Management industry.
Tim Itin Email Addresses
Tim Itin Phone Numbers
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