Client Advisory


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.


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


  • Certified Public Accountant
  • Certified Investment Management Analyst

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