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Meet the Team

Timothy M. White, CFA, Managing Director



Phone: 781-890-7033 x231

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Prior to joining Shields & Company in 1998, Mr. White was an associate with TM Capital Corp., a New York-based investment banking boutique, where he focused on middle-market mergers, acquisitions, divestitures, and capital raising. Previously, he was an investment banking analyst with Barclays plc in the New York-based technology group.

Mr. White has completed a broad range of M&A transactions, ranging from complex private equity transactions to large corporate divestitures, and serves as an advisor to several large public and private corporations. His experience includes companies in business services, technology, and research/analytics industries as well as a broad range of middle market consumer and industrial clients. Mr. White holds a degree from Babson College in Finance & Investments, and has earned the Chartered Financial Analyst ("CFA") designation.

Tim is a native of the NH Lakes Region who lives in Concord, MA with his wife and three kids.


Mr. White holds the following FINRA registrations: Series 7, 63, and 79.


BS Babson College