Tim is passionate conducting investment research, reporting, and analysis to further develop his knowledge of the financial services world.
Joined Lido: 2022
Homebase: Atlanta
Professional Focus: Tim is in financial services to help people—whether it's by ensuring their peace of mind, maximizing every dollar to ensure clients' goals are met, or figuring out complex solutions to problems. His primary focus is to consider the current and future allocation of assets strategy with the client’s risk profile and time horizon.
Education: B.S., Finance, University of Central Florida
Previous Work Highlights: Tim was a Compliance Analyst and an Associate at Capco, completed an internship with the Financial Planning Association, and was a Finance Assistant at Hawkers Asian Street Fare.
Personal Facts: He enjoys playing soccer and tennis with friends, seeing the newest blockbuster movie at the theaters, and traveling worldwide to experience different cultures. Tim also loves the outdoors and being active—you can often find him running and participating in triathlons in his spare time.
