Tim is a Principal in the firm’s Retirement Plan Services Group. He has more than 20 years of experience assisting pension plans, endowments, foundations, and other institutions address their unique financial needs and investment goals.
Prior to joining Cerity Partners, Tim focused on business development and client relations at Vanguard. He served as a Relationship Executive for some of the organization’s largest retirement clients. As a Business Development Executive with Vanguard’s discretionary management services, Tim supported a broad range of institutional clients. Earlier in his career, he provided tax and investment advice to both small businesses and key executives.
Tim earned his Master of Business Administration in Finance from St. Joseph’s University and his Bachelor of Science degree in Finance from Penn State University. He also holds the Certified Public Accountant (CPA) and Certified Investment Management Analyst (CIMA) designations.
Get the latest insights and analysis from our investment team delivered right to your inbox.