Tim brings three years of investment experience including exposure to both equity and fixed income products and markets. He brings a detailed approach to daily trading activities and portfolio implementation. Previous experience in client service as well as investment strategy allows him to provide both at the highest of levels.
+ Ultimus Fund Solutions LLC, Client Service Specialist
+ The Vanguard Group, Brokerage Investment Professional
+ Bachelor of Arts in Public Relations, Northern Kentucky University
+ Series 7, 63 (inactive)
Organizational & Community Involvement - Past
+ The First Tee of Greater Cincinnati, Volunteer
Originally from the Northern Kentucky area, Tim also spent time in Charlotte, NC after graduating college. He currently resides in Cincinnati and enjoys time with friends and family, golf, anything outdoors, and pulling for the Cincinnati Reds.