Tim Baumert

Vice President, Portfolio Consulting
Lead Portfolio Coordinator

Tim joined the Portfolio Consulting team as Vice President, Portfolio Consulting in 2021. He has nearly three decades of industry experience, including serving as an investment officer with two public pension funds. Tim’s history with portfolio management and trading, project management, across industrial channels, further deepens his breadth of expertise. With the goal of consistently refining and improving the investing experience, his team-centered approach is aimed at boosting productivity and delivering the highest level of service to advisors and their clients.

Tim’s interests include playing basketball, fishing with his brothers, and spending free time with his family and Labrador retriever.