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Timothy P. Maher, AIF®, CIMA® CFP®Managing Director, Investments & Retirement Plans

Timothy P. Maher, AIF®, CIMA® CFP®
Managing Director, Investments & Retirement Plans

Registered Principal, RJFS,

Tim has over 20 years of financial services experience and at RPCG he is focused on business development, client management and conducting investment research for plan sponsor clients. Tim has strong experience in asset management, investment analysis, portfolio theory and capital markets.

Prior to joining RPCG, Tim was an SVP at Natixis Investment Managers where he focused on defined contribution institutional sales and relationship management. Tim received a B.A. from Providence College in Social Sciences, with concentrations in Economics, Psychology and Sociology. He holds his Certified Investment Management Analyst (CIMA) designation, Accredited Investment Fiduciary (AIF) designation, CERTIFIED FINANCIAL PLANNER(CFP)  designation and is a member of the Investment Management Consultants Association (IMCA). Tim also serves as Treasurer on Board of Trustees at The Bridges Academy, a private elementary-middle school on Long Island.

Tim resides in Brightwaters, NY with his wife and three children. He enjoys spending time with his family at the beach, cooking, sports, and music.

 

*Investments & Wealth Institute is the owner of the certification marks  "CIMA" and "Certified Investment Management Analyst"  Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully satisfied the Institutes initial and ongoing credentialing requirements for investment management professionals.