Timothy L. Shaler

Mr. Shaler joined the CBIS San Francisco office in 2009. Mr. Shaler is responsible for developing and retaining participant relationships and is a member of the CBIS Asset Allocation Review Committee. Prior to joining CBIS, Tim had been successfully analyzing companies and economic conditions for 15 years, including 9 years as a Portfolio Manager at a major firm focused on fixed income investment management. In his multiple roles as financial analyst and as portfolio manager of high-grade and high-yield credits, he successfully helped his clients navigate difficult market events. Tim graduated with a concentration in finance from the University of Chicago Graduate School of Business (GSB). He earned a B.S. in Business Administration from Pepperdine University and an M.A. in Russian Studies from the University of Chicago. Tim is currently working on his Masters in Pastoral Ministry from the University of Dallas. He holds Series 7 and 63 FINRA licenses.

Diocesan Fiscal Management Conference

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