Chief Operating Officer
Mr. Timperio graduated from Pace University with a degree in Finance. He began working in the investment management industry in 1998 and became a registered investment adviser in 2000.
Most recently, for the past ten years he worked for one of the world’s largest Registered Investment Advisory Firm, which managed $70 billion in assets for high net worth clients and large institutions.
As a Vice President within the Portfolio Management Group, he oversaw a 60 person global research division with teams located in the U.S. and London. His responsibilities included developing client suitability processes, financial & retirement planning services, custom portfolio construction and asset allocation & benchmark recommendation policies for the firm’s private client businesses located in 11 countries including the US, Canada, UK and eight further European Economic Area (EEA) countries.