As Managing Director, Head of Lifetime Income Distribution, Tim and his team bring their knowledge and skills to clients and their consultants as they design their retirement plans to deliver the best possible outcomes for their participants. Driving innovation in the increasingly important default/(QDIA) space, he works closely with consultants and plan sponsors to deliver default options unique to their plans that also generate lifetime income for participants.

Tim and his team are also responsible for helping our clients and consultants understand the value of TIAA and CREF annuities and the importance of generating a lifetime of income—TIAA’s focus for more than 100 years.

Tim holds a Bachelor of Science in Mathematics from the University of Massachusetts, Amherst and a Master of Science in Finance from Clark University. He holds FINRA series 7, 24 and 63 registrations. An energetic and engaging speaker, Tim is a frequent presenter at client and industry conferences throughout the country, is often quoted in major trade publications and has lectured at several New England colleges and universities.