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Edward Jones Principal Tim Baldes leads the Edward Jones Investment Manager Research team, which provides branch teams with guidance on the firm’s mutual fund, exchange-traded fund and separately managed account (SMA) offerings. The team is also responsible for the recommendations and performance of the sub-advisers in the Bridge Builder Mutual Funds and Edward Jones Money Market Fund.
In his role leading the team, Tim is responsible for the overall performance of the investment recommendations across a variety of investment solutions that help clients meet their long-term goals and objectives. He also serves on the Advisory Investment Committee, which is responsible for the investment oversight of Edward Jones Advisory Solutions, Bridge Builder Mutual Funds and Edward Jones Money Market Fund. He was named an Edward Jones principal in 2019.
Tim began his Edward Jones career in 2008 in Investment Advisory, providing investment advice for the firm’s advisory programs. He joined Investment Manager Research in 2011 and was responsible for providing recommendations for invest-ment strategies across a number of different asset classes. In 2015, he joined the Portfolio Construction Team as a portfolio manager responsible for asset allocation and investment selection and in managing the discretionary multi-asset portfolios within Edward Jones Advisory Solutions®. He also helped launch and manage a number of the Bridge Builder Mutual Funds, a suite of multi-sub-adviser funds utilized in the firm’s advisory investment platforms.
A native of St. Louis, Tim graduated magna cum laude from Loyola University Chicago with a finance degree and earned an MBA from Loyola's Quinlan School of Business. He is a CFA® charterholder and a member of the CFA Society of St. Louis. He also holds the CAIA® professional designation.
He and his wife, Courtney, have two daughters, Josie and Emerson.