Timothy C. Macherone , MBA

Tim is a Principal and Wealth Advisor in the Albany and Saratoga Springs, NY offices, where he provides holistic, tailored guidance across all aspects of his clients’ financial lives. He works with individuals, families, corporate executives, and business owners, advising on investments, income taxes, estate planning, equity compensation and benefits, retirement, insurance, charitable giving, and other matters with a financial dimension.

Tim has over two decades of experience in financial services, having previously been a financial advisor at Ayco, a Goldman Sachs Company, in addition to serving as Chief Operating Officer of both the Goldman Sachs Private Family Office and Goldman Sachs Partners Family Office. He later served as Chief Operating Officer and Chief Financial Officer at Shade Tree Advisors, before returning to focus exclusively on client work.

Outside of work, Tim is an avid car and outdoor enthusiast and dedicates time to supporting animal rescue organizations. He resides in Saratoga Springs, NY with his wife and two dogs.

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