Tim joined UBS in 1999 and has more than 30 years of experience in the financial services industry. He is a Managing Director and a member of the UBS Chairman's Council which includes the Top 215 Financial Advisors nationally. He was named one of Barron’s Top 1,000 Financial Advisors in 2009, 2010 and 2012.
Tim primarily works with high net worth families, executives of publicly traded companies and private business owners. His focus is to provide wealth planning strategies which integrate strategic and tactical asset allocation, risk management and estate planning while emphasizing tax efficiency. He is a graduate of Rider University, with a B.S. in accounting.
Tim served on the Board of Directors of the United Way of Monmouth County for over five years and is involved in other local charities.
Registered States:
CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MI, MN, NC, NH, NJ, NV, NY, OH, PA, PR, SC, TN, TX, VA, VT, WI