Profile
Mr. Tim Rich, CFA MBA, is a Portfolio Manager at Ensemble Capital Management LLC.
Before joining Ensemble, he worked at the Golub Group, where he was a member of the firm's investment committee, co-manager of the firm's equity mutual fund, and lead fixed income manager.
Mr. Rich holds an MBA from UCLA-Anderson, a BA from Duke University and the Chartered Financial Analyst designation.
Former positions of Tim Rich
| Companies | Position | End |
|---|---|---|
Ensemble Capital Management LLC
 Ensemble Capital Management LLC Investment ManagersFinance Ensemble Capital Management LLC (Ensemble Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Curt Brown in 1997 as Curtis Brown & Co. Ensemble Capital offers comprehensive wealth management services to individuals, families, trusts, estates, foundations and other entities. They also serve as investment adviser to an affiliated registered investment company, the Ensemble Fund. | Portfolio Manager-Equities | 31/12/2012 |
Summitry LLC
 Summitry LLC Investment ManagersFinance Summitry LLC is an independent, SEC-registered investment advisor headquartered in Foster City, California. The firm was founded by Colin Higgins and Mike Golub in 2003 as The Golub Group LLC and became Summitry LLC in 2020. Summitry provides financial planning and portfolio management services for individuals, families, registered investment advisors, foundations, and select institutions. | Analyst-Equity | 30/05/2011 |
Thomcorp Holdings, Inc.
 Thomcorp Holdings, Inc. Miscellaneous Commercial ServicesCommercial Services Thomcorp Holdings, Inc. provided information, news, and technology solutions to the financial community. The company was founded in 1980 and was headquartered in New York City, NY. | Corporate Officer/Principal | - |
Training of Tim Rich
| Duke University | Undergraduate Degree |
| University of California, Los Angeles | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Ensemble Capital Management LLC
Ensemble Capital Management LLC Investment ManagersFinance Ensemble Capital Management LLC (Ensemble Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Curt Brown in 1997 as Curtis Brown & Co. Ensemble Capital offers comprehensive wealth management services to individuals, families, trusts, estates, foundations and other entities. They also serve as investment adviser to an affiliated registered investment company, the Ensemble Fund. | Finance |
Summitry LLC
Summitry LLC Investment ManagersFinance Summitry LLC is an independent, SEC-registered investment advisor headquartered in Foster City, California. The firm was founded by Colin Higgins and Mike Golub in 2003 as The Golub Group LLC and became Summitry LLC in 2020. Summitry provides financial planning and portfolio management services for individuals, families, registered investment advisors, foundations, and select institutions. | Finance |
Thomcorp Holdings, Inc.
Thomcorp Holdings, Inc. Miscellaneous Commercial ServicesCommercial Services Thomcorp Holdings, Inc. provided information, news, and technology solutions to the financial community. The company was founded in 1980 and was headquartered in New York City, NY. | Commercial Services |
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