Tim Vos, AIFA®, CIMA®

Principal

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Biography
Education & Other Highlights
Location(s)

Tim Vos is an institutional plan advisor based in Houston, TX.

Tim joined CAPTRUST in 2023 from Monroe Vos Consulting, which he founded in 1994 with Jim Monroe. Tim has a passion for investment research, which he enjoyed as director of research for Monroe Vos Consulting, as well as consulting directly with clients. He continues to provide these contributions at CAPTRUST.

Tim is a member of the Investment Management Consultants Association (IMCA), where he has participated in speaking engagements as well as projects, including developing the bibliography for the Certified Investment Management Analyst (CIMA®) program. Tim is also a past member of the advisory board for Morningstar®.

Outside of the office, Tim enjoys nature, riding his motorcycle, and spending time with his wife, Mary. Tim and Mary are avid supporters of World Vision and its outreach program.

Education

  • Mechanical engineering program, Calvin University

Industry Designations

  • Accredited Investment Fiduciary Analyst™
  • Certified Investment Management Analyst®

Resources

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