Timothy McCoole

Tim is an essential driver of the CSWM client experience, combining operational excellence with a deep focus on financial planning. He works closely with our advisors to implement complex strategies, from meticulous trade execution to identifying tax-loss harvesting opportunities. When he’s not fine-tuning financial plans, Tim is likely immersed in the Boston independent music scene or cheering from his season ticket seats at Fenway Park. On the weekends, he’s on a dedicated mission to find the absolute best pizza on the South Shore.