Tim Baumert

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.Tim Baumert