Scott Graham

cchichester — Fri, 07 Jul 2023 11:04:04 +0000

Scott Graham cchichester Fri, 07/07/2023 - 07:04

Scott Graham is a Senior Vice President of Northeast Retirement Services (NRS) and its subsidiary Global Trust Company (GTC). Prior to the role of SVP, Mr. Graham was the Chief Investment Officer of Highland Associates. In the CIO role, he served as chairman of Highland's internal Investment Committee and was responsible for the firm's investment framework. Mr. Graham also served as the lead portfolio manager for Highland's proprietary funds, managing fixed income, global equities, liquid alternatives, hedge funds, and inflation sensitive assets. Prior to his role as CIO, Mr. Graham was a consultant and was the lead on several of Highland's institutional clients. Mr. Graham has extensive investment management experience, including portfolio management, fund design, investment structures, overlay strategies, derivatives, etc.

Mr. Graham holds an MBA with a concentration in Finance and Investments from the University of Alabama at Birmingham and is a graduate from Troy University with a Bachelor of Science degree in Finance. Mr. Graham is also a CFA charter holder.

Senior Vice President

Order

Tim Smith

cchichester — Fri, 07 Jul 2023 11:01:07 +0000

Tim Smith cchichester Fri, 07/07/2023 - 07:01

Tim Smith is a Senior Vice President at Global Trust Company (“GTC”). He has over eighteen years of experience in the investment industry, and joined GTC in September of 2017. Tim leads the GTC Finance team that provides fund administration oversight to our collective investment trusts and LLC’s. This includes expense management, production of annual audited financial statements, and coordination of year end audit and tax work, among other tasks. Prior to joining GTC, Tim was a senior manager at PricewaterhouseCoopers LLP (“PwC”) where his focus was on the financial statement audits of private funds (common and collective, hedge, venture, private equity) and public funds (’40 Act mutual funds). He worked in the Boston office of PwC for twelve years and additionally worked in the Minneapolis office for two years where he helped to build that office’s asset management practice.

Tim received a bachelor’s degree in business administration with a concentration in accounting from Boston University in 2003. He is a Certified Public Accountant licensed in the Commonwealth of Massachusetts.

Senior Vice President

Order