Tim comes to Cornerstone, bringing more than eight years of experience in the financial services industry across annuity operations and mutual fund broker dealer compliance. Throughout his career, Tim has focused on improving operational efficiency, strengthening compliance frameworks, and building strong relationships with both internal teams and external partners.

In his current role, Tim is responsible for providing support across the client onboarding process, account maintenance, trading and distributions, while also contributing to the ongoing development of Cornerstone’s compliance program. He plays an active role in monitoring regulatory changes and helping ensure the firm continues to meet evolving regulatory expectations. Tim continuously looks for opportunities to identify and implement process improvements across the business.

A native of the Lehigh Valley, Tim now resides in Pottstown with his wife, Jenny, and their dog, Heinz. Outside of work, he enjoys traveling with his wife and family, the occasional round of golf, working out, and attending live events, especially Steelers games.