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Market Update | January 2023
A year ago, markets were coming off one of the...
Principal,
Financial Advisor
Tim joined CAPTRUST in 2020 as a principal and financial advisor responsible for providing investment advisory services to high-net-worth individuals, families, and institutions.
Prior to joining CAPTRUST, Tim spent more than twelve years with Lakeside Wealth Management, a firm specializing in financial planning, fiduciary and corporate qualified plan consulting, small business services, risk and asset management, and estate, tax, and life insurance planning since 2002. There, he served as senior vice president and head of the firm’s retirement plan division, overseeing more than 180 corporate and institutional accounts.
When Tim is not with a client, he enjoys snow skiing, water skiing, and do-it-yourself home projects.
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