About
Tim Itin is currently a principal at Northside Capital Management, LLC, based in Basalt, Colorado. In this role, he specializes in designing and managing custom investment portfolios for high net worth individuals and institutional clients, leveraging decades of experience in the finance and investment management industry. His responsibilities include overall portfolio management, strategic asset allocation, and direct client advisory services focused on long-term wealth growth and preservation.
Throughout his career, Tim has held senior positions at several leading investment firms including Thomas Weisel Partners (now Stifel) and NationsBank Montgomery, developing expertise in equities, fixed income securities, and alternative investments. He is particularly adept at evaluating opportunities across public and private markets, tailoring solutions to meet diverse client objectives with a disciplined, research-driven approach.
Tim Itin's notable achievements include creating bespoke strategies for complex portfolios and helping to build successful businesses at previous firms. He is recognized for his contributions to advancing custom portfolio construction and risk management practices in the investment sector. His professional background is enhanced by a solid foundation in finance and asset management, though specific educational credentials are not publicly documented.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Northside Capital Management, LLC | Principal | Jul 2013 to Present | Tim joined Northside in 2013, opening the Colorado office. He works on matters of risk management, asset allocation, and manager research, with a special focus on values-based/impact investments. Pri... |
| Thomas Weisel Partners (acquired by Stifel in 2010) | Managing Director, Partner | Jan 1999 to Feb 2013 | Institutional Equity Sales |
Education
Dartmouth College
Bachelor of Arts, Economics
1978 — 1981
Others at Northside Capital Management, LLC (4)
| Name | Role | Location |
|---|---|---|
| Senior Vice President, Investment Research | Ketchum, ID , United States | |
S Scott Wisenbaker | Principal | Jackson, WY , United States |
| Investment Analyst | Ketchum, ID , United States | |
M Mo Cheston | Partner | San Francisco, CA , United States |