Tim Heaven is a financial analyst focusing on financial research and portfolio theory for Porter, White, & Company’s investment management clients. After working as a summer analyst in 2008, Tim joined the firm in 2009 to assist in corporate finance, financial advisory and valuation services, and investment management.

Investment Management. Tim supports the firm’s investment management business by researching academic literature in the areas of finance and economics, utilizing historical and simulation analyses as well as portfolio optimization tools to find the most appropriate asset allocation for clients. Tim assists in producing white papers and presentations that detail the firm’s approach and opinion on investing.

Professional and Educational Background. Before joining PW&Co, Tim was a researcher in the Cognitive Control & Psychopathology Laboratory at Washington University in St. Louis. Tim received his BS in Applied Science with concentrations in Systems Science and Mathematics and Psychology from Washington University in St. Louis in 2004 and his MBA from Indiana University’s Kelley School of Business in 2009. He is a Chartered Financial Analyst Level II candidate.