Tim serves as the Director of Wealth Management and manages client relationships at Chamberlain Group by providing portfolio management and financial planning services. He has been with Chamberlain Group since 2012, and has over 11 years of financial markets experience. As a member of the Investment Team, Tim oversees numerous key initiatives including, but not limited to; client strategies, technology, automation and intricate client-centric solutions. He also serves on the firm’s Investment and Operating Committees. Prior to joining Chamberlain Group, Tim served as a Senior Associate in the Portfolio Management department for global investment management firm, PIMCO. He holds a Bachelor’s degree in International Relations, from the University of San Diego. Tim is a CERTIFIED FINANCIAL PLANNER^™ certificant and is a member of the Financial Planning Association (FPA). Tim also holds his Series 7 and 66 licenses with Spire Securities, LLC.