About
Extensive experience in all aspects of the investment management and financial advisory…
Activity
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Did you know: * By 2033, U.S. Women are predicted to control more than $30 trillion in assets? * That nearly 45% of women are breadwinners or…
Did you know: * By 2033, U.S. Women are predicted to control more than $30 trillion in assets? * That nearly 45% of women are breadwinners or…
Liked by Tim Rich, CFA
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Welcome to Corbin Advisors, Bob! It was a pleasure working together over 20 years ago and I am excited to have you on the Team! Looking forward to…
Welcome to Corbin Advisors, Bob! It was a pleasure working together over 20 years ago and I am excited to have you on the Team! Looking forward to…
Liked by Tim Rich, CFA
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I’m thrilled to share that I’m joining the dynamic and innovative team at Corbin Advisors to lead business development on the West Coast. Looking…
I’m thrilled to share that I’m joining the dynamic and innovative team at Corbin Advisors to lead business development on the West Coast. Looking…
Liked by Tim Rich, CFA
Experience
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Education
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Licenses & Certifications
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Chartered Financial Analyst (CFA)
CFA Institute
More activity by Tim
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One of our WSP in the U.S. traditions is having our interns present all the fun things they learned over the summer. Lucas Wirtz and Connor…
One of our WSP in the U.S. traditions is having our interns present all the fun things they learned over the summer. Lucas Wirtz and Connor…
Liked by Tim Rich, CFA
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Congratulations to Kurt Hoefer, CFA on his twenty-year milestone with Summitry! This is what CEO, Colin, had to say: "We set out twenty years ago to…
Congratulations to Kurt Hoefer, CFA on his twenty-year milestone with Summitry! This is what CEO, Colin, had to say: "We set out twenty years ago to…
Liked by Tim Rich, CFA
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Congratulations to Colin Higgins on his twenty-year milestone with Summitry! Joe, Summitry's Chief Client Experience Officer, says, "I have known and…
Congratulations to Colin Higgins on his twenty-year milestone with Summitry! Joe, Summitry's Chief Client Experience Officer, says, "I have known and…
Liked by Tim Rich, CFA
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Thanks for the kind words, Colin Higgins. It has been hugely rewarding to be associated with the people who have been with this firm over the years…
Thanks for the kind words, Colin Higgins. It has been hugely rewarding to be associated with the people who have been with this firm over the years…
Liked by Tim Rich, CFA
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“It’s resonating everywhere.” If we join together, we can implement #phonefreeschools by the fall. The data is out there — drops in anxiety, increase…
“It’s resonating everywhere.” If we join together, we can implement #phonefreeschools by the fall. The data is out there — drops in anxiety, increase…
Liked by Tim Rich, CFA
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Keynote speaker John Roberts, B.B.A. ‘89, addressing the Class of 2024 at the GW School of Business Undergraduate Programs Celebration…
Keynote speaker John Roberts, B.B.A. ‘89, addressing the Class of 2024 at the GW School of Business Undergraduate Programs Celebration…
Liked by Tim Rich, CFA
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This week has been an exciting week! Not only do we have our final group of TD Ameritrade clients moving over to Schwab this weekend, but this past…
This week has been an exciting week! Not only do we have our final group of TD Ameritrade clients moving over to Schwab this weekend, but this past…
Liked by Tim Rich, CFA
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I’m happy to share that I’ve started a new position as Partner at Alloy Technology Partners.
I’m happy to share that I’ve started a new position as Partner at Alloy Technology Partners.
Liked by Tim Rich, CFA
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We partnered with and now celebrate 20 years of building meaningful relationships with Charles Schwab. Fun and informative day together!
We partnered with and now celebrate 20 years of building meaningful relationships with Charles Schwab. Fun and informative day together!
Liked by Tim Rich, CFA
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At BWB, balancing time working and being outdoors has always been a top priority for me and for my team. Maintaining a level of balance not only…
At BWB, balancing time working and being outdoors has always been a top priority for me and for my team. Maintaining a level of balance not only…
Liked by Tim Rich, CFA
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Thank you Christy H. Chandler for your Letter to the Editor in yesterday’s Marin Independent Journal. I am beyond grateful for the support from…
Thank you Christy H. Chandler for your Letter to the Editor in yesterday’s Marin Independent Journal. I am beyond grateful for the support from…
Liked by Tim Rich, CFA
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Today is an amazing milestone! I am thrilled to be leading Worldpay's world-class finance organization as we embark on our next phase of growth and…
Today is an amazing milestone! I am thrilled to be leading Worldpay's world-class finance organization as we embark on our next phase of growth and…
Liked by Tim Rich, CFA
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I had an enjoyable lunch with Dave Schunck, CEO of VOA. What a great man. For over 50 years, Volunteers of America in Colorado has uplifted…
I had an enjoyable lunch with Dave Schunck, CEO of VOA. What a great man. For over 50 years, Volunteers of America in Colorado has uplifted…
Liked by Tim Rich, CFA
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