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https://acr-invest.com/commentary/seeing-through-the-ai-haze/
2Q 2026 Commentary

Co-Chief Investment Officer / Portfolio Manager

Tim Piechowski, CFA®

Tim Piechowski, CFA®

Tim is Co-Chief Investment Officer and lead portfolio manager of the firm’s Opportunity and Equity Partners strategies, as well as a co-portfolio manager of the Equity Quality Return (EQR) strategy. His responsibilities include investment team and committee leadership as well as investment idea generation, selection, monitoring and risk management for the firm’s investment strategies. Prior to joining ACR Alpine Capital Research, Tim was a member of the Financials sector team at San Diego, California-based Brandes Investment Partners. During his tenure at Brandes, he focused on analyzing banks, thrifts, insurers and holding companies on a global basis. Tim holds a JD from Saint Louis University School of Law and earned a BSBA with concentrations in Finance and Accounting from the McDonough School of Business at Georgetown University. While at Georgetown, he held internships with Credit Suisse, Allied Irish Banks, and the Griswold Company, a direct access broker on the floor of the New York Stock Exchange. Tim is a member of the Missouri Bar and has earned the Chartered Financial Analyst® (CFA®) designation.