About Us
Timber Point Capital is a New York-based, boutique asset management firm providing multi-asset investment solutions to a wide range of clientele including direct investors, insitutional investors, financial advisers and registered funds. The investment team at Timber Point has successfully worked together since 2004.
David Cleary, CFA
President and Chief Investment Officer
Victor A. Canto, Ph.D.
Economic Consultant
Patrick Mullin, CFA
Partner and Managing Director
Karol Krucinski, CFA
Director
Manish Shah, J.D.
Head of Alternatives
Kirsten Stainer
Vice President, Alternatives
Karol Krucinski, CFA is a Director of Portfolio Management at Timber Point Capital Management and Fortis Capital Advisors where he co-manages investment strategy implementation and portfolio construction while leading the firm’s Direct Indexing platform and trading oversight. His client work encompasses developing customized portfolio solutions and analysis of complex investment scenarios including concentrated positions and tax-sensitive transitions. Karol’s experience spans quantitative analysis, portfolio optimization and risk management across diverse asset classes.
Kirsten Stainer has extensive experience managing institutional and private investor relationships while structuring and leading capital formation efforts across both debt and equity strategies. In addition to her experience in real estate, Kirsten has led Series A and B raises at Founders Fund and Battery Ventures backed startups and scaled enterprise revenue streams with teams at JPMorgan Chase and Clearwater Analytics.
Manish Shah, J.D. has decades of experience investing across the capital stack and various alternative investment classes. He has served as a principal and manager of numerous real estate investments, including control equity, preferred equity, mezzanine and senior debt investments. His prior experience includes the turnaround of a publicly traded company (acquired NYSE: EMR) where he was responsible for business and real estate acquisitions and divestitures.
Diane DeCaprio is an operations consultant to Timber Point Capital and Fortis Capital Advisors.
Ron Robertson is the Head of Coaching and Mentorship at Timber Point Capital Management, LLC where his sole mission is to help Timber Point RIA clients grow their AUM and franchise value. Ron has been in the investment business since 1994 primarily focused in high net worth estate planning, asset management and fund of funds investing. Ron served as President of Aslan Asset Strategy which met the investment needs of a multi-generational family in the Pacific Northwest. Subsequent to Aslan Asset, he built SGC Investors, an $800 million RIA, over the course of twenty years which he sold in 2014. Ron also participated in the launch and operation of GSI, a multi-strategy fund of funds which grew AUM to over $150 million, where he was responsible for conducting due diligence on many major hedge funds. Ron graduated with a BS in Marketing from Western Washington University.
Patrick Mullin, CFAis a Partner at Timber Point Capital Management and Director of Portfolio Management at Fortis Capital Advisors where he co-manages equity portfolios, in addition to business development efforts. Mr. Mullin also serves as the Founder and Chief Investment Officer of Ardara Capital, a small and mid-capitalization hedge fund founded in 2011. Prior to Ardara Capital, Mr. Mullin spent 10 years at Lazard Asset Management where he was the Portfolio Manager for the $3 billion AUM U.S. Small Cap portfolio, in addition to his analytical coverage of the energy, technology and healthcare industries.
Victor A. Canto, Ph.D. is the economic consultant to Timber Point Capital Management. Victor founded La Jolla Economics Inc., an economics consulting firm. From 2004 to 2016 he was an adviser to the Lazard Capital Allocator Series. From 1993 to 1998, he was Chief Investment Officer, Director of Research and portfolio manager at Calport Asset Management. From 1989 to 1997 he was President and Director of Research at A. B. Laffer, V. A. Canto and Associates. Victor has been an adviser to governments and a tenured finance and economics professor at the University of Southern California. He received his doctorate in Economics in 1977 and a Master of Arts degree in Economics in 1974 from the University of Chicago and his Bachelor of Science degree in Civil Engineering from the Massachusetts Institute of Technology in 1972.
David Cleary, CFA is the Chief Investment Officer at Timber Point Capital Management and Fortis Capital Advisors. Prior to founding TPCM, he served as the Chief Investment Officer at Crow Point Partners. Before Crow Point, Mr. Cleary spent 23 years at Lazard Asset Management where he held a series of senior portfolio management roles over multi-asset and global fixed income strategies. Additionally, he served as the firm’s global head of fixed income, a $26 billion platform. Prior to Lazard, David worked at UBS and IBJ Schroder, mostly in fixed income asset management roles.