Timothy D. Calkins, CFA

Clarence, New York, United States Contact Info
8K followers 500+ connections

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Yale Impact Investing Conference 2019

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    Retirement Planning, Wealth Management, Financial Planning, Financial Advisory, and Financial Analysis

About

As Co-Chief Investment Officer at Nottingham Advisors, I oversee the development and…

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Experience & Education

  • Nottingham Advisors Asset Management

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Licenses & Certifications

Organizations

  • Buffalo Angels

    Member of Buffalo Angels II

    - Present

    The Buffalo Angels represent a division of the Western New York Venture Association, whose mission is to elevate the economic growth of the region by proactively increasing the size and sophistication of the angel investors base, and the quality of investments opportunities, throughout Western New York.

  • CFA Institute - Global Industry Standards ESG Expert Network

    Member

    - Present

  • CANISIUS COLLEGE - GOLDEN GRIFFIN FUND

    Mentor to GGF Student(s)

    - Present

  • CFA INSTITUTE

    Member

    - Present

  • CFA Society of Buffalo

    Membership Director

    -

  • JOHN F. WEGMAN FUND

    Committee Member

    -

    Serve as one of two GRCC nominees to the Wegman committee, review grant proposals, perform site visits, and interview applicants prior to final grant-making recommendations

  • GREATER ROCHESTER COMMUNITY OF CHRUCHES - FAITH IN ACTION NETWORK

    Facebook Administrator, Previously Habitat for Humanity Coalition Chairman, Executive Team Member, Board Secretary

    -

    -Committed to mission of building 1 home per year, for 5 years, in economically depressed areas of Rochester -Teamed with Ad Council of Rochester to modernize and re-brand (Faith in Action Network) the organization, which was founded in 1919 -Helped conceptualize and coordinate first annual Ministry Fair to highlight work of 50+ local organizations that provide services and programs to help children and families

  • CFA SOCIETY OF ROCHESTER

    Past Board Member, Chairman of Membership, Scholarship, & Outreach Committees, Research Challenge Judge

    -

    Teamed with CFA Society of Buffalo, NY, and regional universities to coordinate the first CFA Investment Research Challenge held in WNY, participated as a local competition written judge since inception, and as a national judge recently.

  • FRIENDS OF THE ROCHESTER PUBLIC LIBRARY

    Past Board Trustee, Treasurer, Member: Finance, Advocacy, Bylaws & Legalities, & Merger Exploration Committees

    -

    -Monitored endowment’s performance and investments. -Helped organization through 501(c)(3) merger with The Rundel Library Foundation.

  • ST. JOSEPH’S ELEMENTARY SCHOOL

    Past Member: Strategic Planning, Finance Committee

    -

    Ended a financial crisis that risked school closure due to over-extended finances. Generated a proposal to scale down budget, increase tuition, reduce workforce, restructure teacher class loads, and develop creative solution to pare property expenses. Proposal was accepted, and school has remained open and fiscally solvent

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