As a Vice President and Wealth Manager, Tim plays a critical role in the delivery of investment and wealth management services to clients. He is responsible for the day-to-day requirements of managing client investment portfolios and serves as a trusted point of contact for both clients and their accountants and attorneys.

Tim joined Boston Financial Management as a Client Service Associate before transitioning to an Associate Wealth Manager and now Vice President. His experience includes four years at State Street Bank & Trust Company, with his most recent position being a Client Service & Operations Manager.

Tim graduated from the University of Massachusetts, Dartmouth with a Bachelor of Science degree in Finance and received a Master of Science degree in Finance from Suffolk University.

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Industry Accreditations & Affiliations

Norfolk and Plymouth Estate and Business Planning Council – Member 

CERTIFIED FINANCIAL PLANNER™ (CFP®​)

Series 65 designation

Boston Estate Planning Council – Member 

Personal Interests

Tim enjoys spending time with his family, friends and two rescue dogs. He is a passionate Boston sports fan and enjoys live country music.