Prior to starting his own businesses in finance and real estate, Tim had an accomplished career in corporate banking and wealth management that spanned 20 years and included senior positions at two of the country’s top super regional banks. Tim was managing director of the private client group at Fifth Third Bank where he was responsible for client sales, relationship management, and product development. Prior to Fifth Third, Tim was the regional managing director of PNC Bank’s wealth management group.

Tim started Luma to grow the structured products market by helping advisors more easily understand and sell market-linked investments. He created Luma by spinning out the technology platform of Navian Capital, a structured products wholesaler and distributor he co-founded in 2005. 
 
Tim holds a bachelor’s degree in economics from Pennsylvania State University, an MBA in finance and post-MBA in accounting from St. Joseph’s University. He has also completed an Executive Education Program through the Wharton School of Business.  Tim holds Series 24, 4 and 7 licenses. 
 
Tim is active in several charitable organizations and is presently on the Board of the Cincinnati Zoo and Botanical Gardens.