Tim is the Director of Wealth Management Investment Research, based out of SageView Advisory Group’s Bloomfield Hills, MI location. He is also a member of SageView’s Investment Committee.
Prior to joining SageView, Tim was the Chief Investment Officer at Bloomfield Hills Financial, an independently owned wealth management firm, providing investment guidance and excellent client service to individuals, executives and business owners to pursue the preservation of their purchasing power throughout their lifetime.
Tim was previously a performance analyst at Columbia Wanger Asset Management and later as the Chief Investment Officer at Fortunatus Investments. He graduated from the Honors College at Michigan State University with a degree in finance. In 2009, Tim earned the Chartered Financial Analyst (CFA) designation and also holds the Accredited Investment Fiduciary® professional designation.
In Tim’s spare time, he enjoys spending time with family and friends, golfing, and reading.