Portfolio Specialist
Experience
19 Yrs
Timothy Herlihy, CFA, CIPM is an Assistant Vice President on the Systematic Equity Active Client Portfolio Management team at State Street Investment Management, where he has spent more than a decade supporting and commercializing active systematic equity strategies. He partners closely with portfolio management, research, and global distribution to translate investment philosophy, process, and performance into clear, compelling narratives for institutional clients, consultants, and prospects.
His recent work has centered on product positioning, sales enablement, and thought leadership across our Systematic Equity Active strategy suite. Tim works closely with sales teams to support business development, delivers training on competitive differentiation, and leads cross‑functional initiatives to align client objectives with investment capabilities. He also contributes to ongoing enhancements of our proprietary alpha model through participation in research working groups.
With his lengthy experience, Tim brings leadership across client engagement, portfolio management, and research. He is a CFA Charter holder, holds the Certificate in Investment Performance Measurement (CIPM), and earned a master’s degree in Investment Management with Honors from Boston University.