OCIO – 3 Ways to Generate Excess Returns while Saving Money

Fernando is a new addition to the Clearbrook team in 2019 as Managing Director, Director of Portfolio Strategy. He has over 35 years of experience in Investment Management and related Bank investment fields. Most recently he was President, New Jersey Wealth Advisory Services at Wilmington Trust N.A. His career accomplishments are highlighted by a proven and public track record of equity and fixed income investment performance and years of success in gathering assets and attracting talented professionals.

Prior to joining Wilmington Trust, Mr. Garip was a regional director at TD Wealth Management in New York, and earlier served as Director of Commerce Bank’s Asset Management Group, a predecessor organization of TD. At Commerce, where he established the division in 2000, growing AUM’s to over $3.8 Billion in less than seven years. He led the investment policy committee and set guidelines for the division while managing professional staff from New York to Florida. Under his leadership, the unit achieved impressive top-line growth and profitability.

Throughout his career, Mr. Garip has been recognized for both his investment expertise, business acumen, and relationship management skills. During his tenure as a Fund manager, Mr. Garip achieved the three year five star Morningstar rating for a large capitalization equity fund, and more recently at TD Bank, he won the coveted Merit Award for achieving exceptional sales results through his teams from NY to Florida.

Today, Mr. Garip is a regular speaker on a variety of investment topics throughout the region at conferences and other forums offering a real-world view on an array of positions ranging from global economic trends to portfolio theory. Fernando holds a Bachelor’s degree from Villanova University and is a graduate of the Executive Management Program at the Kennedy School of Government, Harvard University. He serves on a number of boards and civic organizations throughout the New York City metropolitan region.

Tim joined Clearbrook LLC in 2010 and serves as Chief Investment Officer, and is Chair of the Clearbrook Investment Committee. Tim brings over 38 years of investment experience and within this role he is involved in global macro and manager research, portfolio analysis and risk management. In his career, Tim has had oversight over billions of dollars of investor capital on behalf of corporations, pension funds, endowments and foundations, banks, investment advisory firms, and family offices located in the US, Europe, Asia and South America.

His areas of investment expertise span from traditional equities, fixed income, securitized credit, options/derivatives, hedge funds, to real estate and private equity. Over the years, Tim has been a Managing Director and/or Partner at firms such as Smith Barney and Oppenheimer & Company.

Tim has made guess appearances on CNBC’s “Squawk Box”, “Power Lunch” and Bloomberg News. He has been a contributor and writer of financial articles published in several publications including the Wall Street Journal, Pensions & Investments, Business Insider and Bloomberg News.

Tim’s prior and current professional affiliations include Associated Commodities Person (Series 3), Registered Securities Representative (Series 7), Registered Securities Principal (Series 24), Uniform Securities Agent (Series 63), Registered Investment Advisor (Series 65) and Representative Private Securities (Series 82). Tim received a BA in Economics from Stony Brook University and an MBA with honors, Magna Cum Laude, from Long Island University.