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Girard
 

Investment Research and Strategy Team

Leadership

PLANNING & ADVISORY SERVICES

Tim Chubb headshotTimothy S. Chubb
Senior Vice President and Chief Investment Officer
 
Contact Timothy Chubb
 
As chief investment officer, Tim oversees the firm’s investment process and creates strategies that meet the unique financial needs of every client. Tim passionately shares his knowledge of financial markets and the economy, and continues to be a trusted resource for clients planning their long-term financial goals. Previously, Tim worked at SEI Investments and Diversified Financial Group, LLC. Tim is a graduate of West Chester University with a Bachelor of Science in finance. He is also a member of the CFA Institute and the CFA Society of Philadelphia. In 2018, Tim earned a coveted spot on the Philadelphia Business Journal’s 40 Under 40 list. Each year this list recognizes 40 people, under the age of 40, for their professional accomplishments and community involvement. In his spare time, you can find Tim testing his patience on the golf course or cheering the Flyers and Eagles to victory. Tim lives in West Chester, PA with his wife and bulldog.
 
 

Team

PENSION SERVICES

Nicole KatzNicole Katz
Investment Support Specialist
 
Contact Nicole Katz
 
Detailed oriented and a true team player, Nicole provides crucial support to senior investment advisors and creates comprehensive quarterly reports to track overall performance. Prior to joining Girard, Nicole worked as an APU processor. She earned her bachelor's degree in business administration from Kutztown University, and her master's from Widener University. In her downtime, Nicole enjoys spending time with family and friends.
 
 
 
 
 
Barry KeckBarry Keck
Senior Vice President and Senior Investment Analyst
 
Contact Barry Keck
 
As an investment analyst and portfolio manager with excellent critical thinking skills, Barry uses his 22 years in the financial services industry to provide his clients support with mutual fund analysis, risk management and asset allocation. Prior to his role as senior investment analyst at Girard, Barry worked as a chief investment analyst and portfolio manager at Trollinger Consulting Group. He earned his bachelor's degree in computer science from DeSales University, and later on, his master's degree in finance. Barry currently holds FINRA series licenses 6, 63, and 66. Outside of work, Barry enjoys playing golf, cheering on Philadelphia sports teams and spending time with his spouse.
 
 

PLANNING & ADVISORY SERVICES

Nate Rosenberg headshotNate Rosenberg
Investment Strategist
 
Contact Nate Rosenberg
 
Diligent and analytical, Nate brings meticulous attention to detail to role as investment strategist. He’s dedicated to his clients and helps ensure proper plans are in place so they can achieve their financial goals. Prior to joining Girard, Nate worked as a consultant at Clermont Partners in Chicago. He earned his bachelor’s degree in finance from Indiana University of Pennsylvania and holds FINRA series 7, 66 and the Pennsylvania Life, Accident and Health Insurance licenses. Outside of the office, Nate enjoys Muay Thai kickboxing and rock climbing. He is also a volunteer at Ivy Hill Therapeutic Equestrian Center, which is near his home in Perkasie, PA.