Tim is Associate Director of Strategic Partnerships for Pinnacle Advisor Solutions. He is responsible for developing and managing relationships with registered investment advisors with assets under management up to $20 million. Tim is also responsible for PAS’ relationship with custodians and recruiters.
Previously, Tim worked in business development and performance marketing for PAS’ parent company, Pinnacle Advisory Group. Most recently, he was responsible for distributing Pinnacle’s investment strategies to a large broker dealer. In that role, he established and maintained relationships with over 300 Investment Advisor Representatives while raising more than $50 million in AUM. Tim has also worked as an investment advisor for accounts between $250,000 and $500,000, responsible for closing website leads and wealth manager referrals. Tim’s career in the financial services industry began at Legg Mason as a broker’s assistant, and he has worked for both asset managers and financial planners.
Tim is a graduate of McDaniel College (formerly Western Maryland College), where he received his bachelor’s degree in History with a minor in Journalism.