Client Advisory

Biography

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.

Education

  • B.S. in Finance from Penn State University
  • MBA in Finance from St. Joseph’s University

Highlights

  • Certified Public Accountant
  • Certified Investment Management Analyst

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By clicking “Submit”, 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.