Specialty
Tim serves as an esteemed outside consultant and a key member of the investment committee. With deep expertise in business transitions, he brings a fresh and invaluable perspective to the team. Tim’s strategic insights and collaborative approach ensure well-informed decisions that align with the organization’s long-term goals. His broad knowledge and dedication make him an indispensable asset, consistently driving excellence and fostering growth.
Years of Experience
30+ Years
Educational Background
University of Denver, BS
Designations
Certified Investment Management Analyst (CIMA®)
Notable Information
- Tim started his career at Dean Witter and became one of the youngest Vice Presidents in its history. He then enjoyed a 20+ year career with Citigroup, where he became a Director with Citi Institutional Consulting, moved to United Bank of Switzerland, and later founded IFAM Capital with his longtime partner Clayton Hartman from Citigroup and UBS, growing the firm into one of the top 100 Registered Advisory Firms/Wealth Management firms in the country as measured by Fidelity. At his retirement, IFAM was billing in excess of $10 million in annual revenue and managing well over a billion dollars.
- Tim has received numerous awards, including being elected President of the Association of Professional Investment Consultants (APIC) and serving on the association’s Research and Evaluation and Conference Committees.
- He was awarded the Tom Gorman Award for his service to the industry and the prestigious “40 Under 40 Award” by the Denver Business Journal. He is recognized as one of the “Top 100 Consultants in America” by Barron’s, #1 Consultant in Colorado by the Denver Business Journal, “Top 1,000 Advisors” by Barron’s, and NABCAP Premier Advisor for Financial Planning.
- Tim’s experience outside of financial services has contributed to his success within the industry. He has started five companies, taken one public, and sold the others to synergistic and financial buyers.
- Tim is married with two children and resides at Colorado Golf Club. He is involved with his church and several local and national charities. Tim has co-founded and chaired events, including the Red Lady Ball, Denver Victims Rock and Roll, Sunrise Africa, SaddleUp! Foundation, and many others. He enjoys golf, skiing, tennis, and mountain climbing.
Contact
Independent Investment Strategist
Tim@LuminaConsults.com
