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SECURE 2.0 Opportunities for Plan Sponsors
While some SECURE 2.0 Act provisions are required for all...
Principal
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®. He received a degree in mechanical engineering from Calvin University along with the designations of Accredited Investment Fiduciary Analyst™ (AIFA®) and Certified Investment Management Analyst® (CIMA®).
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.
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...
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