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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

Timothy Davis

Director of Fixed Income

Timothy Davis

Director of Fixed Income

Location: North Hills
Phone: (724) 940-0990 x 1583

Tim Davis is Vice President and Director of the Fixed Income and Municipal Bond Department for Hefren-Tillotson, Inc.

Mr. Davis brings to Hefren-Tillotson his fifty years of experience in the investment industry with a high concentration in Municipal Bonds, Government Bonds, Corporate Bonds, and Taxable Municipals and Agencies.

As one of the most experienced Fixed Income Specialists in the Tri-State area, Tim stands out as a tremendous resource for both the financial advisors and the clients of the Hefren-Tillotson. He works closely with advisors in creating Bond positions in existing portfolios and structuring new portfolios to include appropriate Bond positions for our clients.

As a member of the Management Team, Tim also works closely in formulating an overall investment strategy for the firm in the Fixed Income arena.

Prior to joining Hefren-Tillotson, Tim managed departments in Operations, Retail Municipal Sales, Institutional Municipal Sales, Municipal Bond Trading and Municipal Bond Underwriting and was directly responsible for a daily average inventory in excess of ten million dollars and sales in excess of several billion dollars a year. In the mid-eighties he was responsible for retail sales of Municipal Bonds in Pennsylvania for a major national financial institution and served on their national sales committee.

Tim Davis is a graduate of the La Roche College Business School. He has served in every office of the Bond Club of Pittsburgh and the Pittsburgh Stock and Bond Association before successfully working to change the name and modernizing the image to the Pittsburgh Society of Investment Professionals (PSIP).

Tim is the leader of the Western Pennsylvania Group, a member of PSIP, and a member of the Philadelphia Area Municipal Analyst Society (PhAmAS). He is also a member of the Security Industry Financial Markets Association where he is a committee member of the Municipal Division Executive Committee and the Retail Municipal Executive Committee. Tim has been a leader of the Shawnee Indians, a group of dedicated municipal professionals from New York, Boston and Pennsylvania, since 1998. 

He also participates with the Security Industry Financial Markets Association (SIFMA) where he is a committee member of the Municipal Division Executive Committee and the Retail Fixed Income Committee. In addition, Tim Davis was recently named as a Member of the NASD Dispute Resolution, Inc. Board of Arbitrators.

Click the background of this investment professional on FINRA's BrokerCheck.
Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills.