New York, New York
Managing Director & Senior Wealth Advisor
Tim brings over 15 years of experience in the wealth management industry having worked with several independent Registered Investment Advisory firms before joining Compound Planning. Throughout his career, Tim has specialized in working with ‘builders’. These are individuals focused on growing their business, careers, and wealth - as well as commonly their families, networks, and passions. Specifically, he helps simplify complex financial problems such as exiting a business, building a private practice, or the intricacies associated with extensive equity compensation. Over his career, Tim has enhanced his on the job training by becoming a ...
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Experience
Compound Planning
1 year
Atlas Private Wealth Management
8 years
Howe & Rusling
7 years
J.P. Morgan
1 year
Qualifications
Columbia University
Masters of Professional Studies, Wealth Management
University of Rochester
Bachelors, Economics
Certified Financial Planner™
CFP®
Certified Investment Management Analyst®
CIMA®
Specialities
Financial planning
Equity compensation
Investment management
Alternative investments
Estate planning
Tax planning
Liquidity event planning