CFP®, CIMA®, CSLP®
Senior Vice President
Wealth Management Advisor
800-432-7447 ext. 620
Schedule a Call with Tim
Advisor Insight: “Planning on Call” Resources from Tim
Tim is a Senior Vice President and Wealth Management Advisor, and a member of Atlas Private Wealth Management’s Investment Committee. He is a graduate of the University of Rochester where he obtained a Bachelor of Arts in Economics and a Finance & Accounting Certificate from the Simon School of Business.
Before joining Atlas in 2015, Tim worked at an investment management firm based in Western New York for seven years. During his tenure there he worked in operations, trading, planning, and client management roles. Over his career, he has earned several designations, his most recent accolade is becoming a Certified Student Loan Professional®. His experience has directed him to work with both individuals and institutions. The culmination of his professional and personal life experience has developed his specialization in working with medical professionals through the grind, growth, and giving phases of their careers.
Tim is an active member of the financial planning community of New York. He currently works with the New York City Chapter of the Society of Financial Service Professionals (FSP), the Metro New York Chapter of the Financial Planning Association (FPA), and the National Association of Personal Financial Advisors (NAPFA). Additionally, Tim engages in pro-bono financial planning activities through the FPA and community coalitions to help low-income families build financial strategies.
While in college he played football for the Yellowjackets. Presently, Tim lives in New York City with his wife Emily, a surgeon at Rutgers University in New Jersey. Tim grew up in the Twin Cities and remains an avid Minnesota sports fan. Tim spends much of his free time playing hockey, reading history, or searching out new music.
CFP®- Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.
The CERTIFIED STUDENT LOAN PROFESSIONAL™, CSLP® and federally registered CSLP (with certificate design) marks (collectively, the “CSLP® marks”) are professional certification marks granted in the United States by Certified Student Loan Advisors Board of Standards, Inc. (“CSLA Board”).