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Timothy O'Brien, CFA
Co-Founder and Principal - Crow Point Partners, LLC
Portfolio Manager - Evergreen Funds
Tim is a Managing Partner of Crow Point Partners LLC, an investment management firm and the subadvisor for three Evergreen mutual funds. Prior to forming Crow Point in 2006, Tim was a Managing Director and Senior Portfolio Manager with the Value Equity team of Evergreen's Equity Management group. Tim has managed the Evergreen Utility & Telecom Fund since 2002. Previously, he managed the Gabelli Utilities Fund for Gabelli Asset Management Inc. (1999-2002). Additionally, Tim served as a Portfolio Manager and Analyst for Eaton Vance Management (1994-1999), an Equity Analyst with Loomis Sayles & Co. (1986-1994), and as an Equity Analyst for PNC Bank Corp. (1983-1986).
Tim has been in the investment management industry since 1983. He received a BBA from the University of Massachusetts (Cum Laude - 1976) and a MBA in finance from Wharton School (1983). Tim has been awarded the Chartered Financial Analyst (CFA) designation by the CFA Institute. He also served as the Program Chairperson for the former Public Utility Analysts of Boston.
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