Timothy Chubb

Chief Investment Officer, Executive Vice President

As chief investment officer, Tim oversees the firm’s investment process and creates strategies that are designed to meet the unique financial needs of every client. Tim passionately shares his knowledge of financial markets and the economy, and continues to be a trusted resource for clients planning their long-term financial goals. Previously, Tim worked at SEI Investments and Diversified Financial Group, LLC. Tim is a graduate of West Chester University with a Bachelor of Science in finance. He is also a member of the CFA Institute and the CFA Society of Philadelphia. In 2018, Tim earned a coveted spot on the Philadelphia Business Journal’s 40 Under 40 list. Each year this list recognizes 40 people, under the age of 40, for their professional accomplishments and community involvement. In his spare time, you can find Tim testing his patience on the golf course or cheering the Flyers and Eagles to victory. Tim and his wife live in West Chester, PA.

Talks About
#leadership #adaptability #leadershipdevelopment

Preferred Locations
#NorthAmerica