Senior Consultant, CIMA®, CRPS
Tim services institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and overall performance monitoring. Prior to joining the firm in 2022, he was a Senior Business Development Advisor for PNC Financial. Tim earned a BS degree from Carroll University. He obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the University of Chicago Booth and is a Chartered Retirement Plans Specialist (CRPS). Tim currently serves on the board of the Waukesha County YMCA and volunteers with his family for various nonprofits. His interests include playing and watching sports with his three kids, competitive mountain biking, hunting, fishing and spending time with family.