Tim is a Lead Managing Director at CBIZ Private Equity Advisory and leads the Sponsor Coverage Team, responsible for managing relationships with private equity groups nationally. Tim has over 20 years of experience working directly with institutional investors, corporations, and intermediaries in the asset management and investment banking fields. He possesses demonstrated distribution and client service experience in financial and professional services.
Prior to joining CBIZ, Tim was a relationship manager at Bank of New York Mellon, focusing on growing assets under management for separately managed account clients. Prior to BNY Mellon, Tim worked in global capital markets at both Credit Suisse and Morgan Stanley in New York, covering Fortune 500 corporations and institutions. Tim began his career at SEI Investments supporting senior sales teams to raise assets under management for SEI’s mutual fund products.