Tim is a managing director at CBIZ CMF, responsible for managing relationships with private equity groups nationally. Tim has 20 years of experience working directly with institutional investors, corporations, and intermediaries in the asset management and investment banking fields. He brings strong product distribution and capital markets transaction execution experience in the financial services industry.
Prior to joining CBIZ CMF, 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 investment grade debt 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, raising assets under management for SEI’s fund of funds products.