As an investment analyst, Tim performs investment research and provides financial advice for 401(k) participants and personal wealth clients. He started as an intern at MGO in 2016, has worked in each department at the firm, joining the investment team full-time in 2018.
EDUCATION
B.S.B.A., Finance, John Carroll University
DESIGNATIONS / LICENSES
- FINRA Series 6
- FINRA Series 7
- FINRA Series 66
Interesting Facts
About Tim
About Tim
