Tim Withers

CIO, Senior Portfolio Manager

Tim Withers is the President and  Chief Investment Officer here at Twin Gryphon. He has spent several years as a business consultant, entrepreneur, and senior portfolio manager. His MBA from the Wharton School, his love of the market, and passion for success and competition set the tone for our organization. 

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Kathleen O'Connor

Director of Operations

Kathleen is the head of our Operations department at Twin Gryphon. Her careful and organized method of archiving client interactions, creating agreements and disclosures, and staying up to date on regulation keeps our business compliant and professional. 


Henry Mooers

Portfolio Investment Analyst

As a Portfolio Investment Analyst, Henry has worked with the portfolio managers to develop an understanding of the market, and our compliance department to build an understanding of regulation. Additionally, as a computer science major, Henry uses his experience to create tools that aggregate, visualize, and analyze crucial data for our research.

James MacDonald, CFA, FRM

Portfolio Manager

Jim MacDonald is an experienced market analyst who's work as an energy trader at Edison Mission, a consultant for Energy New England, and a risk analyst for Harvard's Energy and Utilities helps to drive growth in the portfolio. 

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Melinda Bertoni

Head of Client Relations

Melinda is a central part of Twin Gryphon's client relationships.  Her diligent contact with those we service helps us to maintain personalized relationships with the people who drive our business. 

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Nicholas Bertoni

Equity Research Intern

Nick is beginning his senior year at Elon University in the fall where he is majoring in finance. He is joining the team this summer as an intern to assist with portfolio management and research. 

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