Profil
Tim joins Zahren Funds after spending over 15 years as a wealth advisor counseling and advising high net-worth individuals and business owners with regard to investment opportunities, risk analysis and monetary returns.
He was part of an investment team that actively managed over $500 million in discretionary advisory accounts.
He is a graduate of Assumption University with a degree in History and Business.
Tim has been securities registered since 2002.
He holds FINRA Series 7 & 66 registrations through LPL Financial.
Tim also holds an insurance license and held the Accredited Investment Fiduciary (AIF) designation in 2013.
Given his in-depth knowledge of capital markets, business development, his strong finance background, family focus, and commitment to the environment, Tim is a great fit for CFI and the opportunities ahead.
Tim, his wife Erin and their two young daughters live in Avon, CT.
In addition, Tim serves as a coach for the Avon Soccer Club as well as a volunteer steward for the Farmington River Watershed Association and he is an avid disc golf enthusiast.
Postes actifs de Tim Kretz
| Sociétés | Poste | Début |
|---|---|---|
Zahren Financial Co. LLC
 Zahren Financial Co. LLC Investment ManagersFinance Zahren Financial Co. LLC (Zahren Financial) is a private equity/venture capital firm founded in 1984 by Bernard Zahren. The firm is headquartered in Avon, Connecticut. | President | 01/07/2021 |
Anciens postes connus de Tim Kretz
| Sociétés | Poste | Fin |
|---|---|---|
Valenti Wealth Management LLC
 Valenti Wealth Management LLC Investment ManagersFinance Valenti Wealth Management LLC provides investment advice. Its services include wealth vision, fee-based personal financial, retirement, education and estate planning, tax strategies, risk management solutions, long-term care, and legacy planning and chartiable giving. The company was founded by Joan Valenti and is headquartered in Farmington, CT. | Consultant / Advisor | 01/10/2019 |
| Ouellette Wealth Management Group | Consultant / Advisor | 01/05/2008 |
Formation de Tim Kretz
| Assumption College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Zahren Financial Co. LLC
Zahren Financial Co. LLC Investment ManagersFinance Zahren Financial Co. LLC (Zahren Financial) is a private equity/venture capital firm founded in 1984 by Bernard Zahren. The firm is headquartered in Avon, Connecticut. | Finance |
| Ouellette Wealth Management Group | |
Valenti Wealth Management LLC
Valenti Wealth Management LLC Investment ManagersFinance Valenti Wealth Management LLC provides investment advice. Its services include wealth vision, fee-based personal financial, retirement, education and estate planning, tax strategies, risk management solutions, long-term care, and legacy planning and chartiable giving. The company was founded by Joan Valenti and is headquartered in Farmington, CT. | Finance |
