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Tim Rossier Cfa
Tim Rossier Cfa
Vice President, Client Advisory | Jordan Park Group
New York, New York, United States
Tim Rossier Cfa
Summary
Tim Rossier is a seasoned finance professional currently serving as Vice President of Client Advisory at Jordan Park Group in New York. With a strong background in investment advisory, he has cultivated expertise in wealth management through his previous roles at UBS and Merrill Lynch. Tim's journey in finance began with a Bachelor of Science in Finance and Accounting from the University of South Carolina. His career trajectory showcases a commitment to client-centric advisory and a deep understanding of financial markets. Tim's analytical skills, coupled with his CFA designation, position him as a valuable asset in the financial services industry. He is passionate about empowering clients to make informed financial decisions and enhance their legacies. Outside of work, Tim is recognized for his leadership potential and has been awarded by the National Society of Collegiate Scholars. His professional interests include emerging technologies in finance and leadership development.
Tim Rossier Cfa
Work Experience
Vice President, Client Advisory at
Jordan Park Group
December 2023 - Present
Senior Associate, Client Advisory at
Jordan Park Group
June 2020 - January 2024
Associate, Investment Advisory at
Jordan Park Group
February 2018 - May 2020
Wealth Strategy Associate at
UBS
February 2015 - January 2018
Registered Client Service Associate at
UBS
January 2013 - February 2015
Global Wealth Management Advisory Intern at
Merrill Lynch
May 2012 - August 2012
Extern at
Lanigan Ryan
January 2012 - January 2012
Paralegal/Intern at
Mcleod Watkinson And Miller Attorneys At Law
July 2011 - August 2011
Tim Rossier Cfa
Education
University of South Carolina - Darla Moore School of Business, Bachelor Of Science (Bs)
Frequently Asked Questions about Tim Rossier Cfa
What is Tim Rossier Cfa email address?
Tim Rossier Cfa's primary email address is ***********@jordanpark.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Tim Rossier Cfa work for?
Tim Rossier Cfa is a Vice President, Client Advisory at Jordan Park Group, a company specializing in Security brokers & dealers.
Where Tim Rossier Cfa graduated from?
Tim Rossier Cfa holds a degree in Finance And Accounting from University of South Carolina - Darla Moore School of Business.
How can I directly contact Tim Rossier Cfa?
To contact Tim Rossier Cfa directly, you can use the email address ***********@jordanpark.com. Complete contact information is available upon registration with Muraena.
Who is Tim Rossier Cfa?
Tim Rossier is a seasoned finance professional currently serving as Vice President of Client Advisory at Jordan Park Group in New York. With a strong background in investment advisory, he has cultivated expertise in wealth management through his previous roles at UBS and Merrill Lynch. Tim's journey in finance began with a Bachelor of Science in Finance and Accounting from the University of South Carolina. His career trajectory showcases a commitment to client-centric advisory and a deep understanding of financial markets. Tim's analytical skills, coupled with his CFA designation, position him as a valuable asset in the financial services industry. He is passionate about empowering clients to make informed financial decisions and enhance their legacies. Outside of work, Tim is recognized for his leadership potential and has been awarded by the National Society of Collegiate Scholars. His professional interests include emerging technologies in finance and leadership development.
Tim`s contact details
***********@jordanpark.com
Colleagues
Vice President, CRM
Vice President, ESG & Impact Investing
Vice President Finance