Tim Burns is the Managing Director for SageView’s West Hartford, Connecticut office. He works closely with retirement plan executives to develop, implement and monitor asset allocation and investment strategies for their defined benefit and defined contribution plans. Tim has over 30 years’ financial and investment management experience and has been working with retirement plans for the last 20 years.
Prior to joining SageView, Tim was the founder and President of Hunter Capital Advisors, a firm working exclusively with retirement plans to provide independent fiduciary and investment consulting services. Previously he was the President and Chief Investment Officer of Hooker & Holcombe Investment Advisors, Inc., and was affiliated with CIGNA as Senior Vice President of Global Portfolio Strategies, Inc. where he was responsible for strategic direction, management and leadership of their investment consulting and investment research staff. He began his career at KPMG.
Tim received his BS in Accounting from Central Connecticut State University and his MBA from the University of Connecticut. Tim is a Certified Public Accountant (CPA) and holds the Chartered Financial Analyst (CFA) designation. He is past President of the Hartford CFA Society, a 700-member organization of investment professionals and CFA charter-holders. Tim frequently collaborates with the ERISA bar on investment matters such as investment policy, employer stock and fiduciary responsibility. He has served on the Executive MBA Advisory Board at the University of Connecticut and has been an adjunct instructor at Manchester Community College.