Tim is the Chief Executive Officer and Principal of Continuum Wealth Advisors, LLC. As Managing Director of Investment Advisory Services, he oversees Continuum’s investment, qualified retirement plan, wealth management, and annuity lines of business. Tim’s clientele includes high net worth individuals and successful closely held businesses, with a strong emphasis on professional physician practices. His focus on the unique financial needs of each client has led him to the creation of a thoughtful yet structured decision-making process.
Tim earned his Accredited Asset Management Specialist designation from The College for Financial Planning, and has over 25 years of experience in the financial industry. He attended Memphis State University in Memphis, Tennessee and The College of St. Rose in Albany, New York. Tim is a member of the Financial Planning Association and its local Northeastern New York chapter. He is also a member of IMCA, Investment Management Consultants Association. Tim holds a Series 66 securities license, as well as NYS Life, Accident and Health Insurance licenses.
Email Tim at email@example.com
David Rath joined Continuum Wealth Advisors in 2021 with over a decade of experience in the wealth management industry. He serves as the Chief Investment Officer, where he is responsible for investment research and portfolio oversight. He provides the necessary knowledge in the portfolio construction and monitoring process in his role. He stays up-to-date on current market trends while uncovering any opportunity for clients.
David is a CFA Charterholder and a CMT Charterholder. David holds a Bachelor of Science in Financial Economics from Binghamton University.
Email David at firstname.lastname@example.org
Jennifer is the Portfolio Services Manager for Continuum’s Investment Advisory Services, having entered the financial field in 1997. She provides personalized portfolio maintenance for clients including the establishment and transfer of accounts, trading, distributions and asset recommendations, for which anticipating client needs is a key part of that process. In addition, Jennifer is responsible for maintaining and operating the client portfolio reporting system, as well as client advisory fee processing and billing. Overseeing the compliance activities of the firm is another aspect of her day-to-day responsibilities.
Jennifer earned her Chartered Retirement Plans Specialist designation through The College for Financial Planning, and received her BA in Mathematics from Hartwick College in Oneonta, New York. She holds a Series 66 securities license.
Email Jennifer at email@example.com