Tim has spent the last 26 years in the Financial Services industry with 21 the Technology and Asset Management Platform space. Strong Relationships throughout the industry and an understanding of the challenging landscape advisors need to navigate. Deep knowledge and experience with all types of ...more

Tim has spent the last 26 years in the Financial Services industry with 21 the Technology and Asset Management Platform space. Strong Relationships throughout the industry and an understanding of the challenging landscape advisors need to navigate. Deep knowledge and experience with all types of investment management, technology, and operational solutions. Most importantly, a true consultant and partner to advisors.less