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Tim comes to the Campbell Wealth Management team from the Financial Industry Regulatory Authority (FINRA), where he managed a team of analysts who conducted trading and compliance investigations. Prior to his time at FINRA, Tim processed alternative investment transactions for clients at Stifel Nicolaus, and monitored margin trading activity for clients at Wells Fargo Advisors.
Tim is a graduate of Washington University in St. Louis where he received his Bachelor’s degree in Finance in 2009, and of American University, where he received his Master’s degree in Finance in 2014. In addition, Tim is a 2016 Level III Chartered Financial Analyst Candidate.
While out of the office, Tim enjoys traveling, home improvements, and spending time with his wife, Sara, and their cat, Annie.
Tim will contribute significantly to enhancing the depth and responsiveness in our portfolio management to better serve our clients’ needs. We are confident you will greatly benefit from his efforts.