1 week ago
SECURE 2.0 Opportunities for Plan Sponsors
While some SECURE 2.0 Act provisions are required for all...
Senior Vice President,
Financial Advisor
Tim joined CAPTRUST from Monroe Vos Consulting in 2023. He serves as senior vice president and financial advisor. Tim’s primary focus is his clients’ welfare and investment results. He partners with endowments and foundations, private clients and their families, and institutional investors in the pursuit of the best outcomes.
Tim holds a Bachelor of Science degree in biology from Birmingham-Southern College and a Bank Marketing Degree from the University of Colorado, Boulder. He is involved in his community through his service to his church, St. Luke’s Episcopal in Birmingham, and to The Altamont School as a volunteer in philanthropy in 2022. Tim has been chosen by the Birmingham Business Journal for Who’s Who in Financial Planning & Wealth Management for the fourth year in a row.
Outside of the office, Tim enjoys spending time with his family, volunteering with nonprofits in his community, playing golf, and traveling.
1 week ago
While some SECURE 2.0 Act provisions are required for all...
2 weeks ago
CAPTRUST Financial Advisors has announced the acquisition of Monroe Vos...
3 weeks ago
Higher education institutions have long relied on endowments to fund...
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The digital world has opened many doors—including some to theft...