About Timothy P MacKinnon
Timothy P. MacKinnon is a Financial Advisor and founding partner of The Greater Boston Group at Morgan Stanley, an Executive Financial Service Director, and a Financial Planning Specialist with over 15 years of investment experience. Tim provides strategic investment advice and counsel to affluent individuals and their families. Tim has been recognized by Morgan Stanley as both a Senior Portfolio Management Director and Alternative Investment Director.
As a Senior Portfolio Management Director, Tim is an avid student of the capital markets allowing him to define his investment process involving a focus on investment research, security and manager selection, asset allocation and portfolio construction. As such, Tim develops individual tactical portfolios, tailored specifically to each of his clients’ goals, risk parameters and time frames. As an Alternative Investment Director Tim and his team review hundreds of private equity, private credit, private real estate and hedge fund strategies annually to provide unique investment solutions to affluent families. The team believes when strong core asset management of equity and fixed income is complemented with strategic alternative investments, client portfolios are enhanced through lower correlation, lower volatility and enhanced returns to meet goals and objectives.
Tim has also been designated as an Executive Financial Service Director, allowing him and the team to be part of a specialized group within the firm that focuses on helping corporate executives and key company insiders effectively navigate the complex landscape of executive compensation and planning.
He is FINRA licensed with both the Series 7 and Series 66 as well as Life and Health Insurance licenses.
Tim earned a BA in Business Communications from Assumption College in Worcester, Massachusetts and an International Business degree from the University of Pittsburgh in Pittsburgh, Pennsylvania. Tim has studied economics in Japan, China, Thailand, India, Kenya, Tanzania, South Africa, Brazil and Venezuela.
Tim and his wife, Rita, maintain residence on the South Shore of MA, with their three young children, Parker, Kensington and Cooper. In his free time, Tim enjoys being active with his family, golf, and traveling.
Securities Agent: CO, DC, DE, FL, GA, HI, IA, IL, IN, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, VA, VT, CA, CT, AZ, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1395596