Managing Director, Morgan Stanley Private Wealth Management
Drawing upon 25 years of experience, Tim advises ultra-high net worth families regarding their investment portfolio allocation and implementation, trust and wealth transfer planning and charitable giving strategies. Tim became involved with Family Reach through his board position at JUST TRYAN IT, a non-profit organization that raises funds and awareness through children’s triathlons to provide financial assistance to families with a child in cancer treatment. He also serves as President and board member of the Association for Corporate Growth (ACG) National Capital Region, a leading authority on corporate growth in the Mid-Atlantic region. Tim and his wife live in Potomac, Maryland, with their two children. He is an avid runner, cyclist and triathlete and volunteers as a coach for his children’s various sporting activities.