Tim Hai, CFA®, CAIA
Tim researches stocks and works closely with the Wealth Advisors to provide clients with up-to-date investment advice.
Tim has over 20 years of diversified experience within the investment management business conducting manager search and due diligence, direct equity research, and portfolio management. Prior to joining HCM, Tim worked for a Washington, DC based pension plan where he had oversight of over $7 billion in global public market assets including equity, fixed-income, and public market alternatives. His work experience also includes working with a local boutique investment banking firm and Legg Mason.
Tim received his B.S. in Finance from the University of Maryland, College Park and his MBA from Loyola College of Maryland. Most recently, he also completed the Oxford International Investment Programme at the Said Business School at the University of Oxford, United Kingdom. Tim holds the Chartered Financial Analyst (“CFA”) and Chartered Alternative Investment Analyst (“CAIA”) designations. He is a member of the CFA Institute, the Baltimore CFA Society, and the CFA Society Washington, DC. He is also a member of the Washington, DC Chapter of the CAIA Association.
Tim and his wife, Kasia, live in the Hunt Valley, Maryland area with their 2 year old son, Nathan. They are expecting a new addition to their family in the near future. Besides spending quality time with his family, Tim also enjoys playing music (guitar), traveling, cooking, gardening, eating and making up for it by staying active.
Tim probably holds the world record in traveling to propose to his wife. He surprised Kasia by traveling over 3,000 miles to the rural Polish town of Zawoja. They later married in London, England.