Designations
- CERTIFIED FINANCIAL PLANNER®
Work Experience
- Tim focuses on helping high net worth individuals and families define and meet their goals and objectives, with an expertise in collaborating with professional athletes and young start-up employees
- Joined MAI in 2022, when Intersect Capital merged with MAI
- At Intersect, Tim was an Investment Adviser Representative since 2021 and prior to that was employed by Procapita Partners LLC as a Wealth Advisor
Life Outside of MAI
- Tim played professional soccer for four years before transitioning into wealth management and still enjoys playing in pickup leagues in New York City
Education
- Harvard University, AB in Economics