Timothy Clark (BA, MBA)

Timothy Clark focuses in the
following client markets or areas of practice:

Charitable Giving

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Middle Income Client Needs

Retirement Plan Investment Advice

Planning Specialties

All clients work directly with Timothy Clark, Founder and Managing Director. He has over 25 years of investment experience and is a Registered NAPFA Advisor. Prior to founding the firm, he served as Executive Vice President, Head of Retirement Services, and member of the Asset Allocation Committee at Allianz Global Advisors (formerly PIMCO Advisors). Prior to Allianz, he was a Partner and Portfolio Manager at The Zweig Organization in New York, NY where he was portfolio manager on several open-end mutual funds totaling over $2 billion in assets.

Additional Information

Timothy Clark has a B.A. in Economics from Harvard University (1985) and an M.B.A. in Finance from New York University (1990).

In addition to working with clients, he is very involved in the community. In particular, he is active in the area of helping to secure affordable housing for residents in Westchester County, New York, one of the most expensive areas of the country to live.

He serves as President of the Board at A-HOME, a 20 year old affordable housing non-profit organization in northern Westchester County, NY. He also serves as Co-Chair of the Board at NYC Community Development Corporation, an entity that serves the under-employed and disadvantaged in southern Westchester County, NY.

He is married with 5 children (three boys and twin girls).