Tim Baumert

Tim’s team-centered approach to his role is aimed at boosting productivity and delivering the highest level of service to advisors and their clients. His goal is to consistently refine and improve the investing experience.

Tim has spent nearly three decades in the financial services industry, including serving as an investment officer with two public pension funds. His history with portfolio management and trading and project management across industrial channels further deepens his breadth of expertise.

Tim’s interests include playing basketball, fishing with his brothers and spending time with his family and Labrador retriever.

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