Tim Gula, Cfa
About Tim Gula, Cfa
Tim Gula is a Portfolio Manager specializing in Transition Management at Russell Investments in London, with a background in financial services that includes roles at State Street and Goldman Sachs. He holds an MBA from Yale University and has expertise in managing complex financial transitions and strategic portfolio management.
Current Role at Russell Investments
Tim Gula serves as a Portfolio Manager in Transition Management at Russell Investments. He has held this position since 2020, contributing to the firm's strategies in managing financial transitions. His role involves overseeing the transition of portfolios, ensuring that clients' investment objectives are met efficiently and effectively. Gula's expertise in this area is critical for clients looking to navigate complex financial landscapes.
Experience at Goldman Sachs
Prior to his current role, Tim Gula worked at Goldman Sachs as an Associate in Portfolio Transition Solutions, focusing on multi-asset strategies from 2017 to 2019. His responsibilities included managing portfolio transitions and providing solutions tailored to client needs. This experience further developed his skills in handling complex financial transactions and strategic portfolio management.
Previous Employment at State Street
Tim Gula has a notable history with State Street, where he held multiple positions. He worked as an Officer in the Global Markets Analyst role from 2014 to 2015, followed by his tenure as Assistant Vice President in the Portfolio Solutions Group from 2015 to 2017. In these roles, he gained valuable experience in portfolio management and financial analysis, contributing to his overall expertise in the financial sector.
Education and Academic Background
Tim Gula earned his Master of Business Administration (MBA) from Yale University, specifically from the Yale School of Management, in 2014. He also holds a Bachelor's degree in Management from the London School of Economics and Political Science, where he studied from 2010 to 2013. Additionally, he completed a Master's degree in International Management at LSE from 2013 to 2014. This strong academic foundation supports his professional capabilities in finance and management.
Professional Qualifications and Skills
Tim Gula is recognized as FCA Approved since 2016, indicating his adherence to regulatory standards in financial services. He possesses a diverse skill set that includes Project Management, Trade Execution, Risk Management, and Sales/Marketing. These competencies enable him to effectively manage financial operations and client relationships, making him a valuable asset in the finance industry.