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Biography

Tim is a Partner based in the Denver office. He has over 35 years of Wall Street experience.

Prior to joining Cerity Partners, Tim was the President of Keating Wealth Management. Previously, he was the CEO of Keating Capital, the first-of-its kind publicly traded closed-end fund focused on pre-IPO investing. Mr. Keating is the author of numerous white papers on a variety of issues relating to the capital markets, ranging from IPOs to the Yale Endowment model of investing. He held senior management positions in the Equity and Equity Derivatives departments of Bear Stearns, Nomura and Kidder, Peabody in both London and New York.

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Education

  • A.B. (cum laude) in Economics from Harvard College

Highlights

  • Previously served on the Equity Capital Formation Task Force, whose members consisted of leaders from America’s startup and small-capitalization company ecosystems. The Task Force’s report on refueling job creation and growth by reconnecting investors with small-cap companies was presented to the U.S. Department of the Treasury in 2013.

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Timothy J. Keating

Partner

Individuals and Families

The Wrong Scoreboard

Somewhere along the way, our industry taught a generation of investors to measure success not by whether they could fund a retirement, educate a child, or leave something behind, but by whether they beat an index over a span of months.

Timothy J. Keating

Partner

Individuals and Families

The Three Things That Actually Matter in Long-Term Investing

After decades on Wall Street, the list of what actually matters gets shorter, not longer. Timothy Keating makes the case that long-term investment success comes down to three things: a coherent financial plan, thoughtful asset allocation, and — most critically — investor behavior.

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Dustin Ribergaard

Principal & Client Experience Director

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Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.