Profile
Mr. Timothy D.
Chatard, CFA MBA, is a Chief Investment Officer & Portfolio Manager at Meros Investment Management L.P.
Mr. Chatard was previously employed as a Managing Director by Tano Capital LLC.
Directly prior to starting Meros, he was Director of Research and Portfolio Manager at Quantum where he managed concentrated equity portfolios and launched the microcap strategy that would become the basis for Meros.
At Sterling, Mr. Chatard was also part of a team that managed a very successful microcap strategy for 10 years.
He began his finance career at Morgan Stanley (1991-1994) spending time in New York and Tokyo.
Mr. Chatard graduated from the University of California, Berkeley, in 1991 and received his MBA from Harvard Business School in 1996.
He is a member of the CFA Institute and the CFA Society of San Francisco.
Tim Chatard active positions
Companies | Position | Start |
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Meros Investment Management L.P.
Meros Investment Management L.P. Investment ManagersFinance Meros Investment Management LP (Meros) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Timothy D. Chatard in 2019 and is owned by Ranger Capital Group LP. Meros provides direct investment advisory services to institutional investors such as, but not limited to, mutual funds, public and private pension plans, insurance companies, foundations, and endowments. | Founder | 22/07/2019 |
Former positions of Tim Chatard
Companies | Position | End |
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Sterling Johnston Capital Management LP
Sterling Johnston Capital Management LP Investment ManagersFinance Founded in 1985, Sterling Johnston Capital Management LP is a registered investment advisor located in San Francisco. The firm specializes in aggressive growth equity management. They provides services to high net-worth individuals, investment companies, mutual funds, pension and profit sharing plans, charitable organizations and state and municipal government entities. Sterling Johnston Capital Management manages the Sterling Equity Partners LP and the Sterling Alphametrics Long Short Fund LP. | Portfolio Manager-Equities | 01/09/2009 |
QCM LLC
QCM LLC Investment ManagersFinance QCM LLC, do-business-as Quantum Capital Management, is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1996 by Howard Aschwald and Stephen Bradley. They are a wholly-owned subsidiary of Sterling Bank & Trust, FSB, itself a subsidiary of Sterling Bancorp, Inc. (NYSE: STL). QCM provides investment advisory services to individuals, trusts, estates, corporations, business entities and other financial services firms. | Director of Research - Equity | - |
Tano Capital LLC
Tano Capital LLC Investment ManagersFinance Tano Capital LLC (Tano Capital) is a private equity firm founded in 2004 by Charles Endler Johnson. The firm is headquartered in San Mateo, California. | Private Equity Investor | - |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
Training of Tim Chatard
Harvard University | Masters Business Admin |
University of California, Berkeley | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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Sterling Johnston Capital Management LP
Sterling Johnston Capital Management LP Investment ManagersFinance Founded in 1985, Sterling Johnston Capital Management LP is a registered investment advisor located in San Francisco. The firm specializes in aggressive growth equity management. They provides services to high net-worth individuals, investment companies, mutual funds, pension and profit sharing plans, charitable organizations and state and municipal government entities. Sterling Johnston Capital Management manages the Sterling Equity Partners LP and the Sterling Alphametrics Long Short Fund LP. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
QCM LLC
QCM LLC Investment ManagersFinance QCM LLC, do-business-as Quantum Capital Management, is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1996 by Howard Aschwald and Stephen Bradley. They are a wholly-owned subsidiary of Sterling Bank & Trust, FSB, itself a subsidiary of Sterling Bancorp, Inc. (NYSE: STL). QCM provides investment advisory services to individuals, trusts, estates, corporations, business entities and other financial services firms. | Finance |
Tano Capital LLC
Tano Capital LLC Investment ManagersFinance Tano Capital LLC (Tano Capital) is a private equity firm founded in 2004 by Charles Endler Johnson. The firm is headquartered in San Mateo, California. | Finance |
Meros Investment Management L.P.
Meros Investment Management L.P. Investment ManagersFinance Meros Investment Management LP (Meros) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Timothy D. Chatard in 2019 and is owned by Ranger Capital Group LP. Meros provides direct investment advisory services to institutional investors such as, but not limited to, mutual funds, public and private pension plans, insurance companies, foundations, and endowments. | Finance |
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