About
Extensive experience in all aspects of the investment management and financial advisory…
Activity
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“It’s resonating everywhere.” If we join together, we can implement #phonefreeschools by the fall. The data is out there — drops in anxiety, increase…
“It’s resonating everywhere.” If we join together, we can implement #phonefreeschools by the fall. The data is out there — drops in anxiety, increase…
Liked by Tim Rich, CFA
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Keynote speaker John Roberts, B.B.A. ‘89, addressing the Class of 2024 at the GW School of Business Undergraduate Programs Celebration…
Keynote speaker John Roberts, B.B.A. ‘89, addressing the Class of 2024 at the GW School of Business Undergraduate Programs Celebration…
Liked by Tim Rich, CFA
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This week has been an exciting week! Not only do we have our final group of TD Ameritrade clients moving over to Schwab this weekend, but this past…
This week has been an exciting week! Not only do we have our final group of TD Ameritrade clients moving over to Schwab this weekend, but this past…
Liked by Tim Rich, CFA
Experience & Education
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Corient
View Tim’s full experience
See their title, tenure and more.
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Licenses & Certifications
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Chartered Financial Analyst (CFA)
CFA Institute
More activity by Tim
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I’m happy to share that I’ve started a new position as Partner at Alloy Technology Partners.
I’m happy to share that I’ve started a new position as Partner at Alloy Technology Partners.
Liked by Tim Rich, CFA
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We partnered with and now celebrate 20 years of building meaningful relationships with Charles Schwab. Fun and informative day together!
We partnered with and now celebrate 20 years of building meaningful relationships with Charles Schwab. Fun and informative day together!
Liked by Tim Rich, CFA
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At BWB, balancing time working and being outdoors has always been a top priority for me and for my team. Maintaining a level of balance not only…
At BWB, balancing time working and being outdoors has always been a top priority for me and for my team. Maintaining a level of balance not only…
Liked by Tim Rich, CFA
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Thank you Christy H. Chandler for your Letter to the Editor in yesterday’s Marin Independent Journal. I am beyond grateful for the support from…
Thank you Christy H. Chandler for your Letter to the Editor in yesterday’s Marin Independent Journal. I am beyond grateful for the support from…
Liked by Tim Rich, CFA
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Today is an amazing milestone! I am thrilled to be leading Worldpay's world-class finance organization as we embark on our next phase of growth and…
Today is an amazing milestone! I am thrilled to be leading Worldpay's world-class finance organization as we embark on our next phase of growth and…
Liked by Tim Rich, CFA
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I had an enjoyable lunch with Dave Schunck, CEO of VOA. What a great man. For over 50 years, Volunteers of America in Colorado has uplifted…
I had an enjoyable lunch with Dave Schunck, CEO of VOA. What a great man. For over 50 years, Volunteers of America in Colorado has uplifted…
Liked by Tim Rich, CFA
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Fifteen years ago – in the midst of the “Great Recession” of 2008 – Satrix Solutions was born. I filled out a few forms, formulated a company name (a…
Fifteen years ago – in the midst of the “Great Recession” of 2008 – Satrix Solutions was born. I filled out a few forms, formulated a company name (a…
Liked by Tim Rich, CFA
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🎉✨ 'Tis the season for joy and laughter at Summitry! 🐘 Our incredible team gathered for a White Elephant Party filled with surprises and festive…
🎉✨ 'Tis the season for joy and laughter at Summitry! 🐘 Our incredible team gathered for a White Elephant Party filled with surprises and festive…
Liked by Tim Rich, CFA
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Congratulations Charles Schwab Cherry Creek Branch Team on the successful Open House to celebrate your beautiful new office. Ben Rowse, CFP®, CAIA®…
Congratulations Charles Schwab Cherry Creek Branch Team on the successful Open House to celebrate your beautiful new office. Ben Rowse, CFP®, CAIA®…
Liked by Tim Rich, CFA
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On this day in 1996, I started working at Denver Investment Advisors. 27 years, a few name changes, multiple title changes, and 3 offices later, I'm…
On this day in 1996, I started working at Denver Investment Advisors. 27 years, a few name changes, multiple title changes, and 3 offices later, I'm…
Liked by Tim Rich, CFA
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Its super cool to see Shilpa Andalkar, CFP®, CDFA®'s growing focus on philanthropic clients. Many years ago, my own niche as an advisor was working…
Its super cool to see Shilpa Andalkar, CFP®, CDFA®'s growing focus on philanthropic clients. Many years ago, my own niche as an advisor was working…
Liked by Tim Rich, CFA
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