Timothy Irvin, AIF®, CFP®, CPFA™, CHSA®, QKA

Senior Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Tim Irvin is an institutional retirement plan advisor based in New York City, NY.

Tim joined CAPTRUST in 2021 from Cammack Retirement Group—a leading national, independent retirement plan consulting and investment advisory firm—where he served as director and corporate markets practice leader.

Tim is focused on the retirement needs of several of CAPTRUST’s large defined contribution plan clients. He partners with clients in all aspects of the due diligence process, including investment analysis, plan design, compliance, regulatory, and process changes. Additionally, he works to address all levels of vendor and participant issues and works to ensure the successful delivery of vendor services including fund array changes, outsourcing, and participant communication and education.

Tim has over ten years of experience in providing retirement plan consulting and client management services. Previously, he served as a retirement plan consultant at Frenkel & Company as well as Lenox Advisors. Tim received his Bachelor of Science degree in finance from Villanova University, and his Master of Business Administration degree from New York University.

Education

  • Master of Business Administration degree from New York University
  • Bachelor of Science degree in finance from Villanova University

Industry Designations

  • Accredited Investment Fiduciary®
  • CERTIFIED FINANCIAL PLANNER™
  • Certified Plan Fiduciary Advisor
  • Certified Health Savings Adviser
  • Qualified 401(k) Administrator

Awards & Recognition

  • NAPA Aces: Top 100 Retirement Plan Advisors Under 40 | 2022
  • PLANADVISER Top Retirement Plan Advisers | 2022
  • NAPA Top DC Advisor Teams | 2022, 2024 (CAPTRUST New York)

Resources

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