As Partner at CFO Capital Management and Moneco, Tim leads portfolio strategy and client relationships and supports the firm’s financial and investment operations. Working in financial services since 2006, he began with Cruice Financial where he has served as portfolio investment analyst and operations manager. Most recently with CFO Capital he has served as chief compliance officer and managing partner of the firm. Tim earned a BA in Business Communications, Fairfield University and holds his CFS® and CIS® certifications, plus Series 11 and 66 licenses. He resides in Fairfield, CT with his family, and is very active in the community. Tim serves on the board of directors for Fairfield Youth Football while also supporting many other charities and organizations throughout Fairfield County.