Tim is a senior member of our Wealth Advisory Team, bringing more than 30 years of wealth management, legal and business managemnt experience to our wealth management and institutional clients.
An attorney and Certified Financial Planner™, he’s a member of our investment advisory committee and helps shape overall practice standards for our wealth management clients. Tim also serves on our practice standards committees for estate planning, charitable giving, and qualified retirement plans.
Until recently, a member of the Board of Directors of two financial institutions, his background includes:
Vorys, Sater Seymour and Pease/Columbus, Ohio
Specialized in planning for individuals, businesses and charitable entities with emphasis on tax and estate planning, retirement and executive compensation plans, charitable giving and business strategy.
Headed ERISA group with responsibility for design, establishment and compliance for the qualified retirement plans of over 200 clients as well as many executive compensation plans.
Served as trustee of the firm’s own qualified retirement plan, chairing the plan’s administration committee and serving on its investment committee.
Tim holds an undergraduate degree in economics from Yale University and a law degree from Columbia University.
He continues to be active in the community. He is a long-time member of Rotary and the Yale Alumni Schools Committee. He has previously held leadership positions in dance groups, a decorative arts center, a mental health center, The Wellington School and other school organizations.