Client Advisory

Biography

Timothy is a Principal in the Philadelphia office. He has over ten years of experience providing investment research services to both high-net-worth individuals and institutions.

Prior to joining Cerity Partners, Tim served as a Senior Analyst at Permit Capital Advisors, LLC. In this role he contributed to due diligence on existing and new investment managers and was active in all aspects of the research process. Tim began his career at Alcatel-Lucent Investment Management Corporation, where he focused on public markets investments and risk management for the company’s defined benefit and defined contribution plans. His responsibilities included investment manager due diligence and compliance monitoring, in addition to analysis related to the pension’s liabilities and risk.

 

Education

  • MBA in Finance from Saint Joseph’s University
  • B.S. in Finance from Saint Joseph’s University

Highlights

  • Chartered Financial Analyst
  • Member of CFA Institute
  • Member of CFA Society of Philadelphia
  • Serves on the board of advisors of the Pedro Arrupe Center for Business Ethics at Saint Joseph’s University

Connect with Timothy

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.

Meet Our  Client Advisory Colleagues

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

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.