Our Team

Tim founded Bard Associates in 1982 and has been investing in small, publicly traded companies ever since. Prior to that he worked at Container Corporation of America and Northwest Industries, after completing his MBA at Harvard Business School with first-year honors. He holds a B.A. in Economics from Princeton University, magna cum laude. In his free time, you can find Tim gardening, skiing, or playing with his new grandson.

Bill is a Chartered Financial Analyst with a B.A. in English Literature from the University of Illinois at Chicago, and an M.B.A. in Finance from DePaul University.  He began his career at the American Association of Individual Investors, where he researched and wrote articles to help members understand financial concepts and investment criteria.  While there he also created the AAII Sentiment Survey, a contrary indicator designed to identify market peaks and bottoms which is published in Barron’s every week.

Bill was Executive Vice President of Weiser Investment Management, Ltd., a Registered Investment Advisor, for 14 years. He participated in all aspects of the portfolio management process: evaluating client objectives and risk tolerance, building and monitoring portfolios.

Bill has been with Bard for the past 6 years as a research analyst. He is an avid reader, intellectually curious and enjoys people and new ideas.

Jackie has spent over twenty years in corporate America, much of it in large companies. She finds great satisfaction working in a small organization with clients who she knows by name and who can always reach her directly. When she’s not assisting clients with a home purchase or sending them off on vacation; you can find Jackie in her kitchen whipping up Cajun shrimp and grits, or baking (the best) sweet potato pies. Jackie has worked at Bard Associates for 7 years and holds an MBA.

Al joined Bard Associates in 2018 as our operations analyst. He ensures that client portfolio data is correct across our internal systems and at our custodians. He also helps create processes to make us more efficient and serve our clients better.

Prior to Bard, Al spent 8 years in the United States Army, leaving as an E-5 (Sergeant). Deploying under Operation Iraqi Freedom in 2009 as a wheeled vehicle mechanic, he maintained and repaired a fleet of HMMWV’s and Mine-Resistant, Ambush Protected Vehicles (MRAPs), as well as leading his Battalion in driver’s training.

When Al isn’t crunching data, he spends his time reading and staying active at the gym, in addition to his favorite hobby: flying trapeze.

Will joined Bard Associates in early 2019 as our Operations Manager. Prior to Bard he worked for FIS Global (formally SunGuard) as a GMI Support Analyst working with back- office software for derivatives trading. He holds a B.A. in Finance from Iowa State University.

Will works with clients daily, fielding all types of requests. He also helps clients with financial planning. In his free time, he enjoys staying active by playing hockey and golf as well as training his dog, Thor.