Tim has over 20 years experience in financial services with deep expertise in investment management and portfolio strategy. This gives him the depth of perspective required to be an effective advocate for CORDA clients as they navigate the financial markets. As these markets grow and change, clients should have a partner who is engaged and actively seeking the right path for them. Tim’s focus is to be your dedicated partner at CORDA, using his knowledge, resources and experience to your benefit — to support you in achieving your financial goals.

Tim holds a BA in Economics from the University of Florida.