Tim serves as a Senior Operations Associate at Wingate Wealth Advisors and is engaged in many daily processes of the firm. In his role, he helps ensure that operations-related activities are as easy as possible for clients. He supports the client relationship teams and financial advisors with operational tasks such as account set-up, custodial paperwork for new accounts, asset transfers, and other custodial requirements.

Tim has a Master’s degree in Finance from Boston University and holds the Series 7, 63, and 66 securities licenses. He is also a CFA level 2 candidate. In his free time, Tim enjoys golf, fishing, hiking, and travel. He is an avid animal lover – particularly dogs and cats!